RP Zeigler Investment Services
Peoria, Illinois
RP Zeigler Investment Services at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 83 individual clients, 15 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 288 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Peoria, Illinois |
|---|
Questions about RP Zeigler Investment Services
How is RP Zeigler Investment Services paid?
RP Zeigler Investment Services's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does RP Zeigler Investment Services have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at RP Zeigler Investment Services, and 2 hold the CFP.
What is the average account at RP Zeigler Investment Services?
RP Zeigler Investment Services's average account is about $225,000. That's the assets on its Form ADV divided by its 288 accounts.
RP Zeigler Investment Services fees
RP Zeigler Investment Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 68 |
| High-net-worth clients | 15 |
| Accounts managed | 288 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 297925 |
Advisors at this firm (2)
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