Eric Kies is a CFP-designated registered investment advisor at The Planning Center, INC., based in Moline, IL, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 7 more. Their firm serves 923 clients with $1.2B in assets under management.
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Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Location
1615 5th Avenue, Moline, IL, 61265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Planning Center, INC.
Previous Registrations
The Planning Center Advisors, INC.
American Express Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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