Meagan Ann Hanley
Advisor at David Vaughan Investments, LLC — Peoria, IL
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
5 years
Location
Peoria, IL 61614-3559
David Vaughan Investments, LLC
Multi-team
Total advisors
25Clients per advisor
47 LowAvg AUM per client
$3,356,820 Very HighHNW client ratio
62% Very HighMeagan Hanley is a financial advisor at David Vaughan Investments, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at CliftonLarsonAllen Wealth Advisors and TD Ameritrade. David Vaughan Investments provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, foundations, qualified retirement plans, and business entities. The firm’s investment approach focuses on value-oriented, income-producing equities and a conservative fixed-income strategy, employing proprietary quantitative and qualitative research methods.
Based on David Vaughan Investments, LLC
Based on David Vaughan Investments, LLC
Additional fees for financial planning services of unusual scope or extraordinary nature, determined on a case-by-case basis
$0 - $1,000,000: 0.90% (Equity Common Stock Management) $1,000,001 - $5,000,000: 0.75% (Equity Common Stock Management) $5,000,001 - $15,000,000: 0.70% (Equity Common Stock Management) $15,000,001 - $25,000,000: 0.60% (Equity Common Stock Management) $25,000,001+: 0.50% (Equity Common Stock Management) $0 - $1,000,000: 0.80% (Balanced Portfolio Management) $1,000,001 - $5,000,000: 0.70% (Balanced Portfolio Management) $5,000,001 - $15,000,000: 0.60% (Balanced Portfolio Management) $15,000,001+: 0.50% (Balanced Portfolio Management) $0 - $2,500,000: 0.35% (Fixed Income Portfolio Management) $2,500,001+: 0.25% (Fixed Income Portfolio Management) $0 - $250,000: 1.00% (Mutual Fund Asset Allocation Portfolio Management) $250,001 - $500,000: 0.90% (Mutual Fund Asset Allocation Portfolio Management) $500,001 - $750,000: 0.80% (Mutual Fund Asset Allocation Portfolio Management) $750,001 - $1,000,000: 0.70% (Mutual Fund Asset Allocation Portfolio Management) $1,000,001+: 0.60% (Mutual Fund Asset Allocation Portfolio Management) $0 - $1,000,000: 0.90% (Wealth Management Advisory Services) $1,000,001 - $5,000,000: 0.75% (Wealth Management Advisory Services) $5,000,001 - $15,000,000: 0.70% (Wealth Management Advisory Services) $15,000,001 - $25,000,000: 0.60% (Wealth Management Advisory Services) $25,000,001+: 0.50% (Wealth Management Advisory Services) $0 - $2,500,000: 0.50% (DVI Consulting Services) $2,500,001 - $7,500,000: 0.40% (DVI Consulting Services) $7,500,001 - $15,000,000: 0.30% (DVI Consulting Services) $15,000,001+: 0.20% (DVI Consulting Services)
Minimum fee: Minimum annual relationship fee of $9,000 for Discretionary Asset Management Services and Wealth Management Advisory Services; $1,000 for Mutual Fund Asset Allocation Portfolio Management Services; $1,500 for Consulting Services
Peoria, IL
5823 N. Forest Park Drive
Peoria IL 61614
Advisors at this office
25
Illinois
5 years of industry experience
David Vaughan Investments, LLC
2026 - Present • 1 year
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
2022 - 2026 • 4 years
Peoria, IL
TD Ameritrade
2020 - 2022 • 2 years
Omaha, NE
TD Ameritrade
2019 - 2019 • 1 year
Omaha, NE
Creighton University
2017 - 2018 • 1 year
Omaha, NE
Creighton University
2017 - 2017 • 1 year
Omaha, NE
Illinois Central College
2016 - 2017 • 1 year
East Peoria, IL
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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