Scott Willenbrock
Willenbrock Financial Planning · Champaign, Illinois
Scott Willenbrock is a fee-only financial advisor at Willenbrock Financial Planning in Champaign, Illinois. Willenbrock Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Willenbrock Financial Planning |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.1M across 13 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5645970 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Scott's firm compares
- Willenbrock Financial Planning's average account is about $472,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Scott
Is Scott Willenbrock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Willenbrock Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Willenbrock Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Scott Willenbrock based?
Scott Willenbrock is based in Champaign, Illinois.
Is Scott Willenbrock registered with the SEC?
Yes. Scott Willenbrock is registered as an investment adviser representative in IL (CRD 5645970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Willenbrock Financial Planning manage?
Willenbrock Financial Planning reports $6.1M across 13 accounts in assets under management.
How do I contact Scott Willenbrock?
Contact details aren't on file yet. Search for Willenbrock Financial Planning.
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
- 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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