Macon County, IL Financial Advisors and Resources



Financial Advisor Firms in Macon County, IL


IPI WEALTH MANAGEMENT, INC.

Website

(217) 425-6340

226 W. Eldorado

Decatur, IL 62522

SEC#: 801-56878
Years in Business: 21 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: 21 years

BKD WEALTH ADVISORS, LLC

Website

(217) 429-2411

225 N. Water Street
Suite 400
Decatur, IL 62523

SEC#: 801-56928
Years in Business: 21 years

BKD WEALTH ADVISORS, LLC

Website

(217) 429-2411

225 N. Water Street
Suite 400
Decatur, IL 62523

SEC#: 801-56928
Years in Business: 21 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: 21 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


How Retirement-Friendly is Macon County, IL?

  • Population: 105,528
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $103,000
  • Average Monthly Housing Cost: $719
  • Average Household Income: $69,280
  • 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.)


Macon County, IL Financial Advisor FAQs

The most common example is that they'll charge 1% of the amount under management on a yearly basis. Some may also earn through commissions based on products availed by the client and some just charge fees for their services.
Financial advisors are professionals who help people plan where their assets should go, what types of investments are most appropriate for them, and how much risk they're comfortable taking on- all toward achieving particular goals.
Financial advisors help individuals and families with things like retirement, insurance, estate planning, college financial aid issues - any questions about the complexities of managing your money.
Look for someone who has degrees in law and business management and has proper certifications and licenses. It's important that they have experience working with personal finances (and preferably your type of business) because getting patient-specific experience is the best way to become an expert.