# Daniel Ruedi

> Daniel Ruedi is a fee-only financial advisor at Ruedi Wealth Management in Champaign, Illinois, who holds the CFP credential. Daniel charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum).

Page: https://find.wellspent.co/advisors/daniel-ruedi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ruedi Wealth Management
- **Based in:** Champaign, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Assets under management (firm):** $498.0M across 1,249 accounts
- **Credentials:** CFP
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6723884 (https://adviserinfo.sec.gov/individual/summary/6723884)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.ruediwealth.com

## Frequently asked questions

### Is Daniel Ruedi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Ruedi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel charges a percentage of assets.

### How much does Daniel charge?

According to Ruedi Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Daniel Ruedi based?

Daniel Ruedi is based in Champaign, Illinois.

### What credentials does Daniel Ruedi hold?

Daniel Ruedi holds the CFP credential.

### Is Daniel Ruedi registered with the SEC?

Yes. Daniel Ruedi is registered as an investment adviser representative in SC (CRD 6723884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ruedi Wealth Management manage?

Ruedi Wealth Management reports $498.0M across 1,249 accounts in assets under management.

### How do I contact Daniel Ruedi?

Through Daniel's website, www.ruediwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6723884): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ruediwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.