David Ruedi
Ruedi Wealth Management · Champaign, Illinois
David Ruedi is a fee-only financial advisor at Ruedi Wealth Management in Champaign, Illinois, who holds the CFP credential. David 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 IL · CRD 6245920 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ruediwealth.com |
How David'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 David
Is David Ruedi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
How much does David 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 David Ruedi based?
David Ruedi is based in Champaign, Illinois.
What credentials does David Ruedi hold?
David Ruedi holds the CFP credential.
Is David Ruedi registered with the SEC?
Yes. David Ruedi is registered as an investment adviser representative in IL (CRD 6245920), 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 David Ruedi?
Through David'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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