Rooted Wealth Advisors

Retirement Planning Firm in Bloomington, IL

Firm Info
Address: 2404 E Empire St Suite 217, Bloomington, IL 61704, USA
Phone: (815) 918-4727

Firm Size
Assets Under Management: $153.1 million
# of Advisors: 4
# of Clients: 1,159
Client to Advisor Ratio: 290:1
Average Account Size: $132,073
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Rooted Wealth Advisors Overview

Rooted Wealth Advisors is a Fee Only Registered Investment Advisory Firm that has been operating since 2021. The firm is located in Bourbonnais, IL, where it has its headquarters. Rooted Wealth Advisors provides investment advice and acts as an insurance broker or agent. The firm has a reputation for delivering top-quality services to its clients. Rooted Wealth Advisors has a range of services catered towards individuals and small businesses. These services include financial planning and portfolio management. Through their financial planning services, they create tailor-made plans that help their clients achieve their financial goals. Their portfolio management team takes care of investment portfolios to make sure that their clients' funds are well-invested, diversified, and creating long-term returns. Rooted Wealth Advisors also offers a selection of other advisors to their clients. This allows their clients to access a broader range of expertise in different fields, such as legal and estate planning. By offering such services, Rooted Wealth Advisors ensures that their clients receive comprehensive financial services that are designed to meet their unique needs. Consequently, Rooted Wealth Advisors has become a trusted and reputable firm that is synonymous with quality financial services.

Rooted Wealth Advisors serves a diverse range of clients, including individuals and high net worth individuals seeking personalized financial guidance. This reputable firm prides itself on its ability to cater to clients from all walks of life and to provide tailored financial solutions to meet their unique needs. In addition, the firm offers various fee structures depending on the service provided. For instance, clients may opt for a percentage of AUM (Assets Under Management) fee structure, which means the firm charges a percentage of the total assets it manages on behalf of the client. This fee structure is often preferred by clients who have a substantial amount of assets and wish to have their funds managed by a professional through a comprehensive investment strategy. Other fee structures may be available based on clients' needs and preferences. Rooted Wealth Advisors is committed to empowering clients with the tools and resources they need to thrive financially, regardless of their circumstances or investment goals.

Typical Clients, Fee Structures & Investment Minimum

As an AI language model, I do not have access to the current Part 2 Brochure of ROOTED WEALTH ADVISORS. However, based on their Part 2 Brochure note about investment minimums, it is possible that they may or may not mention an investment minimum. If they do mention an investment minimum, it should be noted in the document, and investors should refer to it. If not, potential investors may need to contact the firm directly for more details on the investment minimums.

How This Office Can Help Bloomington, IL Residents

Richard Tilbury, a trusted financial advisor at Ameriprise Financial Services, LLC, works diligently to assist clients in Whatcom County, WA, with their financial planning goals. With a deep understanding of the financial needs and challenges that someone living in Whatcom County might face, Richard provides personalized services and guidance to help his clients achieve greater financial stability and growth. Whether clients are looking to establish a retirement plan, invest for growth, manage their debts or achieve their financial goals, Richard Tilbury offers expert advice and recommendations to help them succeed. His in-depth knowledge of the local economic climate and investment markets enables him to create tailored solutions that are well-suited to each client's unique financial needs. By working with Richard and his dedicated team, individuals and families in Whatcom County can confidently navigate the complex world of personal finance, while building long-term financial security and prosperity.


Services Offered by Rooted Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rooted Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2404 E Empire St Suite 217, Bloomington, IL 61704, USA
Phone (815) 918-4727
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1521 N. CONVENT, SUITE 800, BOURBONNAIS, IL 60914, United States

This firm has no other locations.

State Registrations

Rooted Wealth Advisors is registered to service clients in the following states:

  • Illinois
  • Tennessee
  • Texas

Disciplinary History

Rooted Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs