# Robert Gordon & Associates INC
Source: https://planprovider.pro/provider/robert-gordon-and-associates-inc

> Fee-only planning with no product sales or commissions is central to how Robert Gordon & Associates INC works with clients. Headquartered in Springfield…

Retirement Plan Advisor

Springfield, IL

## About Robert Gordon & Associates INC

<p>Fee-only planning with no product sales or commissions is central to how Robert Gordon &amp; Associates INC works with clients. Headquartered in Springfield in central Illinois, the firm operates as a Registered Investment Advisor and provides financial planning and investment management for individuals and families across the U.S.</p>

<p>With more than 30 years in business, the team includes CERTIFIED FINANCIAL PLANNER™ professionals and coordinates with a client’s CPA and attorney when needed. In 2026, the firm reported $0.3B in assets under management.</p>

<p>Robert Gordon &amp; Associates also handles 3(21) fiduciary support for employer-sponsored retirement plans, working as a <a href="/plan-advisors">plan advisor</a> on investment selection and monitoring. Clients also use the firm for retirement planning, estate planning, and broader wealth management.</p>

<p>A key differentiator is the firm’s fee-only structure paired with hands-on coordination with outside tax and legal professionals, plus added resources following its merger with Berger Financial Group.</p>

<ul>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Fee-only financial planning</li>
<li>Investment management and portfolio oversight</li>
<li>Retirement and estate planning</li>
<li>Business consulting and financial education</li>
</ul>

Website: [https://www.rga-advisors.com/](https://www.rga-advisors.com/)

## Office Locations

- Springfield, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $265.9M

## Other Retirement Plan Advisors in IL

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Sage Private Wealth Group, LLC](https://planprovider.pro/provider/sage-private-wealth-group-llc) - Oakbrook Terrace, IL

- [Savant Wealth Management](https://planprovider.pro/provider/savant-wealth-management) - Rockford, IL

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Ipi Wealth Management, Inc.](https://planprovider.pro/provider/ipi-wealth-management-inc) - Decatur, IL

- [Kkm Financial LLC](https://planprovider.pro/provider/kkm-financial-llc) - Chicago, IL

- [James T. Borello & Co.](https://planprovider.pro/provider/james-t-borello-and-co) - East Dundee, IL

- [Bluestem Financial Advisors, LLC](https://planprovider.pro/provider/bluestem-financial-advisors-llc) - Savoy, IL

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/robert-gordon-and-associates-inc)

&copy; 2026 PlanProvider.Pro