RP Zeigler Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,707,084
Clients
83
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
Very HighAverage account size
$779,603
About
RP Zeigler Investment Services is a state-registered independent advisory firm that provides discretionary portfolio management, comprehensive financial planning (including an upfront plan and ongoing monthly monitoring), hourly financial planning, and tax return preparation to individuals, high-net-worth individuals, and businesses. The firm reports approximately $64.7 million in assets under management across about 83 client relationships and does not impose a firmwide account minimum.
The firm constructs client-specific investment policies and asset-allocation targets through personal discussions and implements those plans primarily via passive investment management using index mutual funds and ETFs, while also employing fundamental, technical, cyclical, and charting analysis as part of its research process. Accounts are managed on a discretionary basis with regular reviews (at least quarterly) and monitoring for tax considerations, client-imposed restrictions, and changes in goals.
Noteworthy features relative to peers include in-house tax preparation services and the principal’s ownership of a separate tax-preparation practice, with referrals between the two entities disclosed as uncompensated, and the firm’s stated willingness to include tax preparation for larger relationships. The brochure also indicates the firm offers educational seminars or workshops in addition to one-on-one services and participates in an institutional custodian program that supports bundled planning and investment service options.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation services
Expertise
Cash flow / budgeting
Fee options
Comprehensive Financial Planning upfront fee range $500 to $5,000, plus ongoing monthly fees from $75 to $2,000
$350 per hour for hourly financial planning services
Comprehensive Financial Planning ongoing monthly fees from $75 to $2,000
Minimum fee: Monthly minimum fee for investment advisory services set at firm's discretion, specific amount not stated
Main office location
RP Zeigler Investment Services
2914 N Willow Knolls, Suite B
Peoria IL 61614, United States
Number of offices
1
Most active in
RP Zeigler Investment Services has reported serving >5 clients in these states in the last 12 months.
Illinois
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.
Forms ADV
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