Reatherford Wealth Management LLC

RIASEC Registered

Total AUM

$15.9M

Discretionary

$15.9M

100% of AUM

Avg account

$83K

Accounts

192

Employees

Advisory reps

Firm details

Headquarters: Peoria, Illinois
CRD number: 318975
Website: www.reatherfordwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals57.89%
HNWI41.71%
Corporations / Businesses0.4%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Reatherford Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individuals and families. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, and also operates as an insurance broker. Its billing options include a percentage-of-AUM fee model supplemented by hourly and fixed-fee engagements. The adviser is not positioned as an ESG-focused manager, does not function as a pension consultant or capital allocator, and is not identified as a multi-state or newly formed adviser.