Tim Doehrmann, CFP® Eagle Ridge Wealth Advisors

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About Tim Doehrmann, CFP®

Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area from his office in Morton, IL. His firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients’ best interests first.

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Ideal Clients

  • Business Executives
  • Gen X
  • Retail Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Hourly Fee: $250+/hr
  • AUM: 1.0%

SEC Records

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