Wendt Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wendt Financial Advisors, LLC is an independent, fee‑only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, couples, families, trusts, and estates. As of December 31, 2025 the firm managed approximately $87.7 million for about 40 clients and offers both ongoing portfolio management and standalone hourly or project‑based financial planning engagements.
The firm’s investment process centers on a written Investment Policy Statement and a long‑term, buy‑and‑hold orientation, emphasizing broad diversification across asset classes and modest tactical shifts when appropriate. Portfolios are typically implemented with exchange‑traded funds and no‑load mutual funds, monitored regularly, and reviewed with clients three or more times per year to align allocation with goals and risk tolerance.
Noteworthy characteristics include a solo, credentialed principal who holds CFP® and CIMA® designations and brings prior institutional experience supervising large asset pools, resulting in a relatively small client roster with high assets per client. Operationally the firm credits planning fees toward management if clients transition within 30 days, assesses a termination fee for engagements ended within the first year to cover implementation costs, and commonly recommends an institutional Schwab custody platform from which it receives certain non‑cash benefits.
Client services
Expertise
Occupation focus
Fee options
Flat project fees for financial planning vary by complexity; minimum comprehensive plan fee is $3,500
$0 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.30% annually
Financial Planning hourly rate: $350 per hour; Termination fee hourly rate: $250 per hour
Minimum fee: Minimum project fee for a comprehensive financial plan is $3,500 Fee-only: Fee-only adviser; does not accept commissions or other compensation
Main office
Battle Creek MI
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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