Fiduciary advisors in Champaign, IL

5 registered advisers

SEC registration data shows 5 fiduciary advisory firms in Champaign, Illinois. 5 are fee-only.

COZAD ASSET MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Champaign, IllinoisCRD #104764
Typical Fee--
AUM$2.2B
Minimum--
Clients3,424

HOLDER WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Champaign, IllinoisCRD #170086
Typical Fee--
AUM$245M
Minimum--
Clients291

LESTER FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Champaign, IllinoisCRD #317036
Typical Fee2.00%
AUM$399M
Minimum--
Clients1,118

RUEDI WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Champaign, IllinoisCRD #173262
Typical Fee--
AUM$432M
Minimum--
Clients1,255

STERLING WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Champaign, IllinoisCRD #131304
Typical Fee--
AUM$429M
Minimum--
Clients724
Fiduciary Advisors in Champaign, Illinois | FiduciaryListings