Collin Reatherford
Collin Reatherford is a ChFC-designated registered investment advisor at Reatherford Wealth Management LLC, based in Peoria, IL, with 8 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 69 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
316 SW Washington St, Suite 1A, Peoria, IL, 61602
Get directionsHistory
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 ActivitiesSells Insurance
Collin sells and services life insurance, disability insurance, long-term care insurance, and annuities through various insurance companies since 2022. This takes about a quarter of his time and occurs only during trading hours.
Employment History
Current Registrations
Reatherford Wealth Management LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.