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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Income Planning
  • Retirement Planning
  • Wealth Management

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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