A complete list of active advisors currently associated with Wendt Financial Advisors, LLC

Warmer can help you find a great advisor at Wendt Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wendt Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.