Bradley Mendel
Mendel Money Management · Northbrook, Illinois
Bradley Mendel is a fee-only financial advisor at Mendel Money Management in Northbrook, Illinois, who holds the CFP credential. Bradley 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.
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Specialties
Who they serve
- Retirees
- Founders
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 |
| Assets under management | $317.1M across 631 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 6894292 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mendelmoney.com |
| Profile |
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Questions about Bradley
Is Bradley Mendel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley 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 Bradley charge for financial advice?
Bradley's firm, Mendel Money Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Mendel based?
Bradley Mendel is based in Northbrook, Illinois.
What does Bradley specialize in?
Bradley's specialties include small business owners, retirement planning, estate & legacy planning, tax planning and equity compensation. Bradley works with retirees and founders.
What credentials does Bradley Mendel hold?
Bradley Mendel holds the CFP credential.
Is Bradley Mendel registered with the SEC?
Yes. Bradley Mendel is registered as an investment adviser representative in IL and TX (CRD 6894292), 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 Bradley Mendel?
Through Bradley's website, www.mendelmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Mendel Money Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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