Find a Financial Advisor in Decatur, IL

 

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We did the hard work of finding trustworthy partners in Decatur, IL.

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We Only Work With The Best Decatur Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Decatur, IL


  • Financial Advisor Close to Decatur, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Decatur, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Decatur, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Decatur financial advisors.
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How Retirement-Friendly is Decatur, IL?

  • Population: 72,359
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $86,400
  • Average Monthly Housing Cost: $683
  • Average Household Income: $59,490
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Decatur, IL

 

IPI WEALTH MANAGEMENT, INC.

Website

(217) 425-6340

226 W. Eldorado

Decatur, IL 62522

SEC#: 801-56878
Years in Business: 22 years

MILLER WEALTH MANAGEMENT

Website

(217) 542-7700

3090 N. Main Street
Suite C
Decatur, IL 62526

SEC#: 801-114099
Years in Business: 3 years

BKD WEALTH ADVISORS, LLC

Website

(217) 429-2411

225 N. Water Street
Suite 400
Decatur, IL 62523

SEC#: 801-56928
Years in Business: 22 years

BKD WEALTH ADVISORS, LLC

Website

(217) 429-2411

225 N. Water Street
Suite 400
Decatur, IL 62523

SEC#: 801-56928
Years in Business: 22 years

BKD WEALTH ADVISORS, LLC

Website

(217) 429-2411

225 N. Water Street
Suite 400
Decatur, IL 62523

SEC#: 801-56928
Years in Business: 22 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(217) 423-1313

952 E. Eldorado St.

Decatur, IL 62526

SEC#: 801-56878
Years in Business: 22 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(217) 454-3230

101 S. Main St
Suite 200
Decatur, IL 62523

SEC#: 801-62277
Years in Business: 18 years

SIKICH CAPITAL MANAGEMENT LLC

Website

(217) 423-6000

132 South Water Street
Suite 300
Decatur, IL 62523

SEC#: 801-110142
Years in Business: 4 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(217) 876-0649

2884 N. Monroe Street

Decatur, IL 62526

SEC#: 801-71421
Years in Business: 11 years

 


Decatur, IL Financial Advisor FAQs

Financial advisors are paid in a variety of ways. Some financial advisor companies charge clients the same fees as investment managers, meaning that they charge a fee based on an annual percentage of the client's wealth under management. Other financial advisor companies charge a set flat fee every month or year for a period, and other work on a commission-only or payment-by-product model. You'll need to ask your prospective advisor which one he or she charges, as this will have an impact on fees.
The first question that should be asked is what services do you provide?
The answer to this question will depend on what your goal is. A financial advisor can help you make sure that your money is working for you, instead of against you.
First, you must do your due diligence by researching a firm's history and credentials. A LinkedIn research is a good start, as the company ought to have a presence there. Talk to friends for referrals for individual advisors or specific firms that they have used in the past.