Stenger Family Office, LLC logo

Stenger Family Office, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$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

Commissions

Commission-based insurance products offered by Supervised Persons in individual capacities

Project-based

Financial planning and consulting fees up to $500 per hour

Subscriptions

Subscription fee of $5 per month for Stenger+ content service

Other

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 office

Naperville Financial Center, 400 East Diehl Road, Suite 550

Naperville IL 60563

Advisors at this office

4

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

Advisors at this firm

user avatar

Jake R

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Lyndin S

Series 65, Series 63

Spring, TX

Stenger Family Office, LLC

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Hines Private Wealth Solutions LLC and other financial services firms. Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, managing approximately $735 million. The firm offers tailored portfolios through diverse investment strategies and provides a range of services including financial planning, portfolio management, family office services, a subscription content service, and pension consulting.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Nicholas S

Series 66

Naperville, IL

Stenger Family Office, LLC

Nicholas Stenger is a Series 66-licensed financial advisor with nine years of industry experience. He is currently part of Stenger Family Office, LLC, where he has worked since 2023, following six years at Morgan Stanley. In addition to his advisory work, he is a co-founder of Stenger Tax Advisory LLC, a certified public accounting firm. Stenger Family Office manages approximately $735 million for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, wealth and family office services, and pension consulting, employing a disciplined investment process overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Audrey F

CFP®, Series 65

Ann Arbor, MI

Stenger Family Office, LLC

Audrey Feldpausch is a CFP® and holds a Series 65 license, currently serving as an advisor at Stenger Family Office, LLC with four years of industry experience. Her prior roles include positions at Timothy Financial Counsel, Inc., UBS Group AG, and various engagements with Hillsdale College. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers customized financial planning, portfolio management, family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers with oversight from an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Ethan W

Series 65

Naperville, IL

Stenger Family Office, LLC

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

Julia F

Series 66

Naperville, IL

Stenger Family Office, LLC

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
user avatar

James B

Series 65

Naperville, IL

Stenger Family Office, LLC

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

General retirement planning General tax planning Charitable giving & philanthropy Tax-loss harvesting Wealth management Founder/Business Owner Retired
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