Stenger Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$723,254,415
Clients
885
Advisors
7
across 3 offices
About
Stenger Family Office (SFO) serves individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities, managing approximately $735 million for a broad client base. The firm offers financial planning and consulting, discretionary and non‑discretionary portfolio management, wealth and family office services, a subscription content service (Stenger+), and pension consulting.
SFO tailors client portfolios using mutual funds, ETFs, individual securities and selected independent managers, employing factor analysis, fundamental security analysis and periodic rebalancing overseen by an investment committee. The firm segments its client relationships into tiers — Wealth Management, Family Office, Investment Management and a low‑minimum GoldDesk option — with ongoing monitoring, annual reviews and access to tax and estate planning for higher‑service clients.
What distinguishes SFO from many peers is its disclosed affiliation with a related certified public accounting firm (Stenger Tax Advisory LLC), including ownership overlap that the brochure identifies as a potential conflict of interest when accounting services are recommended. The brochure also highlights several atypical features for a team‑sized adviser: a paid consumer subscription offering included for many managed accounts, an explicit disclosure of third‑party ratings, and a formal pension consulting service alongside coordinated tax and estate planning for family office clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: Not explicitly stated (low minimum account option includes full services but fee for under $100k not fully detailed) $1,000 - $2,000,000: Starting at 1.25% annually for Wealth Management $2,000,000+: Fee for Family Office clients (not explicitly tiered, includes additional services) not stated - not stated: Investment Management fees from 0.35% to 1.25% depending on assets, services, and portfolio composition not stated - not stated: Pension Consulting fees range from 0.50% to 1.00% of plan assets
Commission-based insurance products offered by Supervised Persons in individual capacities
Financial planning and consulting fees up to $500 per hour
Subscription fee of $5 per month for Stenger+ content service
Account minimum: $1,000 Minimum fee: Financial planning fixed fees up to $5,000 or $500 hourly; subscription fee $5/month Fee-only: Fixed fees for financial planning up to $5,000; $500 hourly; subscription fees $5 per month
Main office
See officeNaperville Financial Center, 400 East Diehl Road, Suite 550
Naperville IL 60563
Advisors at this office
4
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Pell Advisors, LLC · Stenger Family Office, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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