Firm
Wealth Management Services
Springfield, Illinois
Fee-only
Wealth Management 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 2 employees and 36 individual clients, 12 of them high net worth.
- Its average account is about $395,000 (assets it manages divided by its 36 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Springfield, Illinois |
|---|---|
| Phone | (217) 492-1040 |
Wealth Management Services fees
Wealth Management 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 | $14 million |
| Individual clients | 24 |
| High-net-worth clients | 12 |
| Accounts managed | 36 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 30, 2024 |
| SEC record | CRD 122913 |