KEB WEALTH ADVISORS
Springfield, IL
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(217) 789-0960
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL, SPRINGFIELD
8 advisers found
SIKICH FINANCIAL
Springfield, IL
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
217-862-1843
EVERGREEN WEALTH
Springfield, IL
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(217) 321-3210
BOS ASSET MANAGEMENT, LLC
Springfield, IL
AUM
$933.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
833-943-8090
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Springfield, IL
AUM
$705.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
217-753-4020
LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC
Springfield, IL
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
217-726-0176
ADVANCED TRADER INVESTMENT ADVISORS, LLC.
Springfield, IL
AUM
$30.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
309-373-7738
WEALTH MANAGEMENT SERVICES,LLC
Springfield, IL
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
217-492-1040
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