Advisers in Quincy, IL

3 advisers in Quincy — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Keybridge Capital520 N 30th Street, Suite 20 · Quincy, IL 62301 · (217) 440-5636 · Financial planningCRD 288643 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reported O'Connor Financial Group LLC511 Maine Street · Quincy, IL 62301 · (217) 223-0113 · Financial planningCRD 168636 · % of assets, Fixed fees · $275.3 million AUMSEC registeredNo commissions reported Purposepath Capital, LLC105 N 36th Street · Quincy, IL 62301 · (888) 507-8158 · Financial planningCRD 315556 · % of assets, Hourly charges, Fixed fees · $63.0 million AUMState registeredNo commissions reported

Talking to advisers in Quincy? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.