William Wendling
Bedel Financial Consulting · Indianapolis, Indiana
William Wendling is a fee-only financial advisor at Bedel Financial Consulting in Indianapolis, Indiana, who holds the CFA credential. Bedel Financial Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bedel Financial Consulting |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 5,435 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, IN, LA, NC · CRD 4583949 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.bedelfinancial.com |
How William's firm compares
- Bedel Financial Consulting's average account is about $537,000, from its Form ADV (assets managed divided by 5,435 accounts).
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Questions about William
Is William Wendling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Bedel Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Bedel Financial Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Wendling based?
William Wendling is based in Indianapolis, Indiana.
What credentials does William Wendling hold?
William Wendling holds the CFA credential.
Is William Wendling registered with the SEC?
Yes. William Wendling is registered as an investment adviser representative in CA, IN, LA and NC (CRD 4583949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bedel Financial Consulting manage?
Bedel Financial Consulting reports $2.92B across 5,435 accounts in assets under management.
How do I contact William Wendling?
Through William's website, www.bedelfinancial.com.
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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