RP Zeigler Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RP Zeigler Investment Services is a state-registered independent advisory firm that provides discretionary portfolio management to individuals, high‑net‑worth clients, and corporations. In addition to ongoing investment management, the firm offers comprehensive financial planning, hourly planning engagements, and tax return preparation services.
The firm primarily constructs passively managed portfolios using index mutual funds and ETFs while also employing fundamental, technical, and cyclical analysis to inform asset selection and allocation. Accounts are managed on a discretionary basis with individualized investment policy statements and regular (at least quarterly) reviews of client accounts.
What distinguishes the firm is the combination of financial planning, in‑house tax return preparation, and the principal’s dual professional credentials as a CFP® certificant and an IRS Enrolled Agent; the brochure notes the principal operates a separate tax‑preparation practice and may refer clients between the firms without receiving referral fees. The firm also relies on institutional custodial relationships (Schwab and Altruist) that provide practice‑management and educational resources the adviser uses to support client education and planning.
Client services
Expertise
Fee options
Hourly financial planning fee of $350 per hour
Minimum fee: Monthly minimum fee for investment advisory services set at firm's discretion Fee-only: Comprehensive Financial Planning annual fee of $7,500 paid monthly in advance; discounted fees possible when combined with investment advisory services
Main office
2914 N Willow Knolls, Suite B
Peoria IL 61614
Advisors at this office
1
Most active in
Illinois
Also doing business as
Rp Zeigler Investment Services · Rp Zeigler Investment Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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