Scott Wentsel
Wentsel Wealth Management, LLC · Western Springs, Illinois
Scott Wentsel is a fee-only financial advisor at Wentsel Wealth Management, LLC in Western Springs, Illinois, who holds the BA, CFA and CFP credentials. Wentsel Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wentsel Wealth Management, LLC |
|---|---|
| Based in | Western Springs, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.2M across 36 accounts |
| Credentials | BA · CFA · CFP · MBA |
| SEC registration | Investment adviser representative in IL · CRD 1667497 |
| Exams passed | Series 63 (1990) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wentselwealth.com |
| Profile |
How Scott's firm compares
- Wentsel Wealth Management, LLC's average account is about $562,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Scott
Is Scott Wentsel a fee-only financial advisor?
Yes. Scott Wentsel is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Scott's firm.
How does Scott charge for financial advice?
Scott's firm, Wentsel Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Wentsel based?
Scott Wentsel is based in Western Springs, Illinois.
What credentials does Scott Wentsel hold?
Scott Wentsel holds the BA, CFA, CFP and MBA credentials.
Is Scott Wentsel registered with the SEC?
Yes. Scott Wentsel is registered as an investment adviser representative in IL (CRD 1667497), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wentsel Wealth Management, LLC manage?
Wentsel Wealth Management, LLC reports $20.2M across 36 accounts in assets under management.
How do I contact Scott Wentsel?
Through Scott's website, wentselwealth.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
- 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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