Wealth Management Services,LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Services, LLC provides personalized, fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s advisory services include cash‑flow analysis, retirement and education planning, tax planning, estate planning, and investment management; it does not sell commissioned insurance or annuity products.
The firm generally implements a strategic, core‑and‑satellite asset allocation using passive index and ETF exposures as the core and selectively adding active funds, with an emphasis on global diversification. According to the brochure, it managed roughly $13.2 million for about 37 clients as of October 31, 2023, and nearly all assets were handled on a non‑discretionary basis with trading executed under limited power of attorney or with client concurrence.
Compared with many peers, the firm’s advisory team includes both an attorney (J.D., CFP®) and a CPA (CPA, CFP®), and it discloses an affiliation with a separate entity that performs tax preparation; tax services are provided under a separate agreement rather than as part of the advisory contract. The firm is small in scale, uses negotiable fee arrangements, and emphasizes coordination with legal and accounting professionals when addressing complex tax and estate matters.
Client services
Expertise
Fee options
Financial planning fees range from $1,500 to $5,000, negotiable; Retainer Agreement fixed annual fee of $1,500, negotiable.
$0 - $1,000,000: 1.00% $1,000,000+: Negotiable
Hourly rate of $250 for limited scope financial planning engagements and follow-on implementation work.
Account minimum: No minimum account size for assets under management; however, when an account falls below $150,000 in value, a minimum annual fee of $1,500 is charged (this minimum fee may be waived at the firm's discretion). Minimum fee: Minimum annual fee of $1,500 charged when account value is below $150,000; fees are negotiable. Fee-only: Firm is strictly fee-only; no commissions or fees from product sales.
Main office
2 Lawrence Square, Suite B
Springfield IL 62704
Advisors at this office
2
Most active in
Illinois
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jerald B
CFP®
Springfield, IL
Wealth Management Services,LLC
Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.
Debra P
CFP®, Series 65
Springfield, IL
Wealth Management Services,LLC
Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)