# Barry Mendel

> Barry Mendel is a fee-only financial advisor at Mendel Money Management in Northbrook, Illinois, who holds the CFA credential. Barry focuses on small business owners, retirement planning and estate & legacy planning. Mendel Money Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barry-mendel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mendel Money Management
- **Based in:** Northbrook, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $317.1M across 631 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Retirement planning, Estate & legacy planning, Tax planning, Equity compensation
- **Works with:** Retirees, Founders
- **CRD:** 4366144 (https://adviserinfo.sec.gov/individual/summary/4366144)
- **SEC registration:** Investment adviser representative in IL, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.mendelmoney.com/

## Frequently asked questions

### Is Barry Mendel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and Mendel Money Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barry charge for financial advice?

Barry's firm, Mendel Money Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Barry Mendel based?

Barry Mendel is based in Northbrook, Illinois.

### What does Barry specialize in?

Barry's specialties include small business owners, retirement planning, estate & legacy planning, tax planning and equity compensation. Barry works with retirees and founders.

### What credentials does Barry Mendel hold?

Barry Mendel holds the CFA credential.

### Is Barry Mendel registered with the SEC?

Yes. Barry Mendel is registered as an investment adviser representative in IL and TX (CRD 4366144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mendel Money Management manage?

Mendel Money Management reports $317.1M across 631 accounts in assets under management.

### How do I contact Barry Mendel?

Through Barry's website, www.mendelmoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4366144): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mendelmoney.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.