Reatherford Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,862,854
Clients
69
9% 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
69
Very HighAverage account size
$229,896
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
Financial planning
Portfolio management
Expertise
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
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 location
Reatherford Wealth Management LLC
316 Sw Washington St, Suite 1 A
Peoria IL 61602, United States
Number of offices
1
Most active in
Reatherford Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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