Flat-fee financial advisors working with executives in Centralia, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're an executive facing complex compensation packages or planning your next career move, you need an advisor who understands the unique financial challenges executives face. Without this expertise, you might miss opportunities to optimize your compensation or manage tax implications effectively. Flat-fee advisors charge a set price, so you know what to expect without surprises.
- Executive compensation insight. Look for advisors who can navigate stock options, bonuses, and deferred compensation with strategies tailored to your role.
- Tax planning awareness. Since Illinois doesn't tax retirement income, ask how they leverage this in your long-term plan while considering high property taxes.
- Career transition support. Confirm how they help manage financial shifts during promotions, job changes, or retirement decisions.
- Fee transparency. Flat fees mean predictable costs; ensure you understand what services are included and any potential extra charges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lea A
Series 66
Salem, IL
Benjamin F. Edwards & Company, Inc.
Lea Ashby offers expertise in executive financial needs, including retirement plans for business owners and tax-loss harvesting, supported by 21 years of industry experience. Operating from Salem, IL with Benjamin F. Edwards & Company, she provides negotiable flat fees for financial planning, distinguishing her with access to a large firm's diverse investment strategies and a seasoned approach to wealth management.
Experience: 22 years
Avg account: $553,528
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Ian T
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timmermann offers flat-fee financial planning and consultation services, suitable for executives in Centralia, IL, seeking transparent costs and tailored advice. His firm combines fundamental and technical analysis for portfolio management, serving both individual and high-net-worth clients, which may provide a broader investment approach compared to advisors focusing solely on executive compensation.
Experience: 1 year
Avg account: $161,531
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Rex S
Series 63, Series 66
Mt Vernon, IL
Cetera
Rex Scott's 27 years of experience and expertise in wealth management and tax-loss harvesting equip him to address the complex financial needs of executives, including those related to retirement plans and charitable giving. Operating from Mt Vernon, IL, he offers flat-fee financial planning through Cetera, a large firm known for diverse portfolio management and fiduciary services, providing a blend of personalized and model-based investment approaches.
Experience: 27 years
Avg account: $306,089
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