Advisor at Wealth Management Services,LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management Services,LLC
Location
Springfield, IL 62704
Credentials
CFP®, Series 65
Industry experience
23 years
Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.
Based on Wealth Management Services,LLC
Based on Wealth Management Services,LLC
Financial planning fees range from $1,500 to $5,000, negotiable; Retainer Agreement fixed annual fee of $1,500, negotiable.
$0 - $1,000,000: 1.00% $1,000,000+: Negotiable
Hourly rate of $250 for limited scope financial planning engagements and follow-on implementation work.
Account minimum: No minimum account size for assets under management; however, when an account falls below $150,000 in value, a minimum annual fee of $1,500 is charged (this minimum fee may be waived at the firm's discretion). Minimum fee: Minimum annual fee of $1,500 charged when account value is below $150,000; fees are negotiable. Fee-only: Firm is strictly fee-only; no commissions or fees from product sales.
2 Lawrence Square, Suite B
Springfield, IL 62704
Illinois
The Barkmeier Group, Inc.
2004 - Present (22 years)
Wealth Management Services, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Springfield, IL
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CFP®
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Salt Creek Hills Money, Ltd.
Series 63, Series 66
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Advanced Trader Investment Advisors, LLC.
CFP®
Springfield, IL
Wealth Management Services,LLC
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