Reatherford Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reatherford Wealth Management provides asset management, comprehensive financial planning, and consulting to individuals, high‑net‑worth clients, families, and business entities, including retirement plans. The firm offers portfolio management and financial planning services and provides ERISA section 3(21) consulting and advisory support for certain 401(k) plans, including work tied to a self‑directed brokerage option with an external provider.
The firm’s investment process emphasizes diversified, long‑term asset allocation informed by modern‑portfolio theory, fundamental and technical analysis, stress testing, and periodic rebalancing, and it may employ third‑party managers for portfolio implementation. It has recently expanded to include advisory access to alternative investments (private equity, private real estate, private credit, hedge funds and similar private placements) and evaluates investor eligibility and suitability before recommending these less liquid holdings, which it does not buy on a discretionary basis.
Noteworthy for an independent RIA of its size, the firm actively serves corporate retirement plan clients and provides ERISA‑focused services and participant solutions through a third‑party brokerage relationship, and it discloses receiving a portion of fees from that arrangement. The firm’s principal is also a licensed insurance agent who sells recommended insurance products and receives commission compensation (disclosed as about 10% of his time), a potential conflict of interest disclosed in the firm’s brochure; the firm reports roughly $15.9 million in assets under management.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $15,000 depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000 - $6,000,000: 0.60% annually $6,000,000 - $10,000,000: 0.50% annually $10,000,000 - $999,999,999: 0.40% annually
Insurance products commissions; IARs receive usual commissions plus possible incentive awards
Financial planning services hourly rate of $250 per hour
Fee-only: Financial planning fees: $250/hour or fixed fees ranging from $500 to $15,000
Main office
316 SW Washington St, Suite 1 A
Peoria IL 61602
Advisors at this office
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.
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