Brett Wysopal
Wysopal Wealth Planning, LLC · Brookfield, Illinois
Brett Wysopal is a fee-only financial advisor at Wysopal Wealth Planning, LLC in Brookfield, Illinois, who holds the CFP credential. Wysopal Wealth Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wysopal Wealth Planning, LLC |
|---|---|
| Based in | Brookfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.7M across 46 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL, TX · CRD 6769548 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Brett's firm compares
- Wysopal Wealth Planning, LLC's average account is about $146,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Brett
Is Brett Wysopal a fee-only financial advisor?
Yes. Brett Wysopal is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brett's firm.
How does Brett charge for financial advice?
Brett's firm, Wysopal Wealth Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Wysopal based?
Brett Wysopal is based in Brookfield, Illinois.
What credentials does Brett Wysopal hold?
Brett Wysopal holds the CFP credential.
Is Brett Wysopal registered with the SEC?
Yes. Brett Wysopal is registered as an investment adviser representative in CA, IL and TX (CRD 6769548), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wysopal Wealth Planning, LLC manage?
Wysopal Wealth Planning, LLC reports $6.7M across 46 accounts in assets under management.
How do I contact Brett Wysopal?
Contact details aren't on file yet. Search for Wysopal Wealth Planning, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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