Reatherford Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,926,902
Total clients
69
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$230,825
About
Reatherford Wealth Management provides asset management, comprehensive financial planning, and ongoing consulting to individuals, high‑net‑worth households, and small businesses. Services described in the firm’s brochure include retirement and tax planning, cash‑flow and debt analysis, education funding, estate planning, and business planning and implementation support such as SEP/SIMPLE IRA guidance.
The firm’s investment process centers on a long‑term asset allocation framework informed by Modern Portfolio Theory, stress testing, and a mix of fundamental, technical and cyclical analyses; recommended holdings can include U.S. and international equities, fixed income, REITs, ETFs, private/alternative investments and option strategies. The adviser typically recommends Charles Schwab as custodian for managed accounts, may use third‑party money managers, and conducts periodic rebalancing and portfolio reviews.
A distinctive feature is that the firm’s owner is also a licensed insurance agent and sells life, disability and long‑term care products (insurance activity accounts for roughly 10% of advisor time), which can generate commissions and incentive awards and is disclosed as a potential conflict of interest. The brochure also highlights consulting for business and corporate clients—employee benefits analysis, business planning and exit/transition work—services that are less commonly emphasized by independent, solo advisory firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning range from $500 to $15,000, negotiable based on complexity
$0.00 - $500,000.00: 1.00% $500,000.00 - $1,000,000.00: 0.80% $1,000,000.00 - $3,000,000.00: 0.60% $3,000,000.00 - $10,000,000.00: 0.50% Above $10,000,000.00+: 0.30%
Clients may pay commissions on insurance products sold; insurance commissions are separate from advisory fees
Financial planning services charged at $250 per hour
Fee-only: Financial planning services offered hourly at $250/hour or fixed fees ranging from $500 to $15,000 based on complexity
Main office location
Reatherford Wealth Management LLC
316 Sw Washington St, Suite 1 A
Peoria IL 61602, United States
Number of offices
1
Most active in
Illinois · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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