Firm
Willenbrock Financial Planning
Champaign, Illinois
Fee-only
Willenbrock Financial Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients, 4 of them high net worth.
- Its average account is about $472,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Champaign, Illinois |
|---|---|
| Phone | (217) 721-4380 |
Willenbrock Financial Planning fees
Willenbrock Financial Planning 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 9 |
| High-net-worth clients | 4 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 19, 2025 |
| SEC record | CRD 148656 |