Rude Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,993,095
Clients
156
Advisors
4
of 4 employees
About
Rude Wealth Advisory is a small, team-based registered investment adviser managing roughly $54 million on behalf of about 156 clients, serving individuals (both non-high-net-worth and high-net-worth), families, trusts, estates, charitable organizations, and business entities. The firm provides investment management together with a range of financial planning options (ongoing, hourly, and project-based), retirement plan consulting, tax return preparation, and accounting and record-keeping services.
The firm builds individualized investment plans using a mix of fundamental and technical analysis, principles of modern portfolio theory, and both passive and active strategies, with account supervision guided by each client’s stated objectives and tax considerations. It works with clients through regular reviews and implements client-specific investment policy statements to set asset allocation targets and any client-imposed restrictions.
Compared with many peer team firms, Rude Wealth Advisory emphasizes client education and employer-focused programming: it offers workplace financial wellness services that include educational sessions, drop-in coaching, and ongoing financial literacy content — an offering that is less common among teams of this size. The firm also provides in-house tax return preparation and business accounting setup/record-keeping, combining investment, planning, tax, and administrative services under one advisory roof.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fees start at $500; Tax Return Preparation fees start at $100 and up; Accounting Set Up and Record Keeping start at $250 per month
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: No additional fee
$250 per hour for Financial Planning and Retirement Plan Consulting services; $250 per hour for Accounting services (may be hourly or monthly)
Ongoing Financial Planning: $275 per month; Workplace Financial Wellness Benefit: $25 per employee per month
Account minimum: $200,000 (may be waived at firm's discretion) Fee-only: Ongoing Financial Planning: $1,000 upfront plus $275 per month; Hourly Financial Planning: $250 per hour; Project-Based Financial Planning: starting at $500 fixed fee; Tax Return Preparation fees range from $100 to $1,200 plus hourly fees; Accounting Set Up and Record Keeping: starting at $250 per month or $250 per hour; Retirement Plan Consulting: 0.50% of plan assets or $250 per hour; Workplace Financial Wellness Benefit: $25 per employee per month
Main office
401 S Whittle Avenue
Olney IL 62450
Advisors at this office
4
Most active in
Illinois · Indiana · Texas
Also doing business as
Rude Wealth Advisory · Rude Wealth Advisory LLC
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
Quick links
Advisors at this firm
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