Joseph Menconi
Heritage Drive Wealth Management · Naperville, Illinois
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.
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Facts
| Firm | Heritage Drive Wealth Management |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.3M across 51 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL · CRD 5020790 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | heritagedrivewm.com |
How Joseph's firm compares
- Heritage Drive Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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