Ruedi Wealth Management, Inc. fees and pricing
Financial planner in Champaign, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Ruedi Wealth Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event a Client hires RWM for hourly, as-needed financial advice, RWM charges $250/hour, for blocks of one hour at a time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ruedi Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid on a quarterly basis in arrears.”
- “For contributions and distributions made during a quarter, the fees will be prorated based on the number of days remaining in the quarter.”
- “Clients that hired RWM prior to the implementation of the current fee schedule may be billed according to fee schedules that were in place at the time of their agreement and, therefore, may differ from the schedule listed above.”
How Ruedi Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Champaign that publish an hourly rate charge less.
About Ruedi Wealth Management, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 461
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $498,000,167
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173262
- Phone
- (217) 356-1400
Can advise clients in 8 states: Alabama, Florida, Georgia, Illinois, Indiana, Massachusetts, South Carolina, Texas
Other planners in Champaign that publish fees
- Cline Financial Concepts, LLCChampaign$150/hr, $1,500
- Sterling Wealth Management, Inc.Champaign$250/hr
- Willenbrock Financial PlanningChampaign$100/hr
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.