Firm
Ruedi Wealth Management
Champaign, Illinois
Fee-only
Ruedi Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 461 individual clients, 126 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 1,249 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Champaign, Illinois |
|---|---|
| Website | ruediwealth.com |
| Phone | (217) 356-1400 |
Ruedi Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"Assets valued up to $999,999" source
"Assets above $5,000,000" source
"our firm works with clients who have accumulated $1,000,000 or more in investment assets (excluding real estate)" source
"Our Annual Compensation Is Based on the Size of Your Portfolio" source
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 | $498 million |
| Individual clients | 335 |
| High-net-worth clients | 126 |
| Accounts managed | 1,249 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-80415) |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 173262 |