Debra Peters is a CFP-designated registered investment advisor at Wealth Management Services,llc, based in Springfield, IL, with 23 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 36 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee is 1.00% on the first $1,000,000 and negotiable on amounts above $1,000,000. Minimum annual fee is $1,500 and is negotiable.
Fee Estimator
Location
2 Lawrence Square, Suite B, Springfield, IL, 62704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Debra is an employee of The Barkmeier Group, Inc., a firm that does tax planning and tax return preparation.
Employment History
Current Registrations
Wealth Management Services,llc
State Registrations1 state
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.
Exams
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