# Ruedi Wealth Management, Inc.
Source: https://planprovider.pro/provider/ruedi-wealth-management-inc

> Family-owned and fee-only, Ruedi Wealth Management, Inc. works with people who are nearing retirement, moving into retirement, or already retired. The firm i…

Retirement Plan Advisor

Champaign, IL

## About Ruedi Wealth Management, Inc.

<p>Family-owned and fee-only, Ruedi Wealth Management, Inc. works with people who are nearing retirement, moving into retirement, or already retired. The firm is headquartered in Champaign in east-central Illinois, with advisors who also work with clients remotely.</p>

<p>Founded in 2014 by CEO Paul A. Ruedi, the firm is a Registered Investment Adviser that provides retirement-focused financial planning, investment management, and tax planning. As a <a href="/plan-advisors">plan advisor</a>, it also offers 3(21) fiduciary investment advisor services for workplace retirement plans.</p>

<p>Ruedi Wealth Management follows a consistent investment approach grounded in scientific research and uses it to build and manage portfolios, plan retirement income, and address tax impact over time. The firm had $0.4B in assets under management as of 2026.</p>

<p>A team that includes CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) professionals supports clients, and the firm has been featured in major financial publications. A key differentiator is its fee-only structure, with advice delivered without product sales.</p>

<ul>
<li>Fee-only Registered Investment Adviser (RIA)</li>
<li>Retirement income planning for pre- and post-retirees</li>
<li>Investment management and portfolio design</li>
<li>Tax planning for retirement decisions</li>
<li>3(21) fiduciary investment advisor services</li>
</ul>

Website: [https://ruediwealth.com/our-firm/team](https://ruediwealth.com/our-firm/team)

Founded: 2014

## Office Locations

- Champaign, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $432.0M

## Team Members

- **David Ruedi**, Vice President and Financial Advisor

- **Paul Ruedi**, CEO

- **Ryan Repko**, Financial Advisor and Chief Compliance Officer

- **Cindy Ruedi**, Executive Assistant

- **SaLena Davis**, Operations Manager

- **Daniel Ruedi**, Financial Advisor

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