Wentsel Wealth Management, LLC
Western Springs, Illinois
Wentsel Wealth Management, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 9 of them high net worth.
- Its average account is about $562,000 (assets it manages divided by its 36 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Western Springs, Illinois |
|---|---|
| Website | wentselwealth.com |
| [email protected] | |
| Phone | (708) 712-0392 |
Questions about Wentsel Wealth Management, LLC
How is Wentsel Wealth Management, LLC paid?
Wentsel Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Wentsel Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wentsel Wealth Management, LLC.
What is the average account at Wentsel Wealth Management, LLC?
Wentsel Wealth Management, LLC's average account is about $562,000. That's the assets on its Form ADV divided by its 36 accounts.
Wentsel Wealth Management, LLC fees
Wentsel Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 5 |
| High-net-worth clients | 9 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 286574 |