Daniel Ruedi
Ruedi Wealth Management · Champaign, Illinois
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).
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Who they serve
- Pre-retirees
- Retirees
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 | $498.0M across 1,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6723884 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ruediwealth.com |
| Profile |
How Daniel's firm compares
- Ruedi Wealth Management's average account is about $399,000, from its Form ADV (assets managed divided by 1,249 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Ruedi Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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