Robert Paoni
Advisor at Sikich Financial
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.
Advisor at Sikich Financial
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.
Location
Springfield, IL 62704
Credentials
CFP®, Series 66
Industry experience
21 years
Robert Paoni is a CFP® professional with 21 years of experience in financial advising. He is currently a principal and CEO at Sikich Financial, where he has worked since 2010, and also holds a principal role at Sikich LLC. His prior experience includes roles at Triad Advisors, Inc. He serves on the advisory board of the Salvation Army in Springfield and participates in local nonprofit and professional organizations related to estate planning and church stewardship. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm emphasizes diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs, and benefits from its affiliation with Sikich LLC, an accounting and consulting firm, which provides additional resources and services.
Based on Sikich Financial
Based on Sikich Financial
Financial planning services fixed fee arrangement, minimum generally $1,500 and up to $20,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.40%
Certain IARs offer commission-based services through Osaic Wealth, Inc. (broker-dealer)
Financial planning services hourly fee range from $125 to $500 per hour
Account minimum: $250,000 Minimum fee: Minimum quarterly fee may apply; specific amount not stated Fee-only: Financial planning services charged hourly ($125-$500/hour) or fixed fee ($1,500 minimum, up to $20,000)
3051 Hollis Drive, 3 Rd Floor
Springfield, IL 62704
Illinois · Indiana · Missouri
OSAIC
2024 - Present (2 years)
Sikich LLC
2024 - Present (2 years)
Sikich Financial
2015 - Present (11 years)
Sikich LLP
2014 - 2024 (10 years)
Sikich Financial
2010 - Present (16 years)
Triad Advisors, Inc
2009 - 2024 (15 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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
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.
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