A complete list of active advisors currently associated with Reatherford Wealth Management LLC
Warmer can help you find a great advisor at Reatherford Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Reatherford Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Peoria, IL
| 8
|
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