# Joseph Menconi

> Joseph Menconi is a fee-only financial advisor at Heritage Drive Wealth Management in Naperville, Illinois, who holds the CFP and MBA credentials. Heritage Drive Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-menconi/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Heritage Drive Wealth Management
- **Based in:** Naperville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $18.3M across 51 accounts
- **Credentials:** CFP, MBA
- **CRD:** 5020790 (https://adviserinfo.sec.gov/individual/summary/5020790)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://heritagedrivewm.com

## Frequently asked questions

### Is Joseph Menconi a fee-only financial advisor?

Yes. Joseph Menconi is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.

### How does Joseph charge for financial advice?

Joseph's firm, Heritage Drive Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Menconi based?

Joseph Menconi is based in Naperville, Illinois.

### What credentials does Joseph Menconi hold?

Joseph Menconi holds the CFP and MBA credentials.

### Is Joseph Menconi registered with the SEC?

Yes. Joseph Menconi is registered as an investment adviser representative in IL (CRD 5020790), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Heritage Drive Wealth Management manage?

Heritage Drive Wealth Management reports $18.3M across 51 accounts in assets under management.

### How do I contact Joseph Menconi?

Through Joseph's website, heritagedrivewm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45917): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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