RP Zeigler Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,925,204
Total clients
79
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$593,990
About
RP Zeigler Investment Services is a state-registered independent advisory firm that works with individual clients, some high-net-worth clients, and small businesses. The firm provides discretionary portfolio management, comprehensive financial planning (with both ongoing and hourly options), and tax return preparation as part of its service offering.
The firm primarily employs a passive investment approach, constructing portfolios from index mutual funds and exchange-traded funds to capture asset-class returns with an emphasis on low internal costs and tax efficiency, while also using fundamental, technical and cyclical analysis when evaluating sectors or specific opportunities. Accounts are managed on a discretionary basis with periodic reviews and reporting to align portfolios with client objectives and investment policy statements.
Notable distinctions include the principal’s dual professional credentials (CFP® and Enrolled Agent) and an affiliated tax-preparation business, which the firm discloses it may utilize or coordinate with and occasionally includes as part of its client services for select accounts. The brochure also indicates the firm conducts educational seminars or workshops and offers bundled service options and household aggregation flexibility, features that are less common among similar solo-advisor independent firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation services
Fee options
Comprehensive Financial Planning upfront charge $500 to $5,000 and ongoing monthly fee $75 to $2,000 based on complexity and client needs
$0 - $150,000: Up to 1.75% per annum with a monthly minimum (set at discretion) $150,000+: Up to 1.75% per annum with a monthly minimum (set at discretion)
$350 per hour (negotiable in certain cases)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Main office location
RP Zeigler Investment Services
2914 N Willow Knolls, Suite B
Peoria IL 61614, United States
Number of offices
1
Forms ADV
Quick links
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