Flat / fixed fees in Peoria, IL

4 advisers in Peoria offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

David Vaughan Investments, LLC5823 N Forest Park Drive · Peoria, IL 61614 · (309) 685-0033 · Financial planningCRD 105990 · % of assets, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reported Reatherford Wealth Management LLC316 Sw Washington St, Suite 1a · Peoria, IL 61602 · (309) 431-5380 · Financial planningCRD 318975 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reported Rp Zeigler Investment Services2914 N Willow Knolls, Suite B · Peoria, IL 61614 · (309) 240-8787 · Financial planningCRD 297925 · % of assets, Hourly charges, Fixed fees · $64.7 million AUMState registeredNo commissions reported Storehouse Wealth Management, LLC5901 N Prospect Rd, Ste 7d · Peoria, IL 61614 · (309) 370-3107 · Financial planningCRD 315433 · % of assets, Hourly charges, Fixed fees · $21.1 million AUMState registeredNo commissions reported