Wentsel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wentsel Wealth Management provides investment management and financial planning to individuals, high‑net‑worth households, pension and profit‑sharing plans, and charitable organizations. Services include continuous, discretionary portfolio management along with both comprehensive ongoing financial planning and project‑based (focused) planning engagements, and the firm also offers pension consulting for plan sponsors.
The firm’s investment approach centers on low‑cost, globally diversified portfolios with asset allocation as the primary driver of risk and return, using index‑oriented ETFs and mutual funds as core holdings while selectively incorporating active managers and individual securities based on third‑party fundamental research. Portfolio oversight includes periodic rebalancing, tax‑awareness in implementation, and monitoring against client investment policies and objectives.
Compared with many independent advisers, Wentsel provides institutional services — including management of pension/profit‑sharing plans and pension consulting — that are uncommon for firms of this size. The firm’s lead advisor has extensive institutional investment experience and trustee responsibilities at an investment trust, and the practice manages roughly $20 million in discretionary assets for a small client roster, supporting a more individualized advisory relationship.
Client services
Expertise
Fee options
Focused Financial Planning fixed fee projects generally range between $500 and $6,000 depending on scope and complexity.
$0 - $1,000,000: 0.70% annually (Comprehensive Financial Planning and Investment Management combined) $1,000,001 - $2,000,000: 0.50% annually (Comprehensive Financial Planning and Investment Management combined) $2,000,001+: 0.30% annually (Comprehensive Financial Planning and Investment Management combined) $0 - $1,000,000: 0.50% annually (Investment Management Services only) $1,000,001 - $2,000,000: 0.40% annually (Investment Management Services only) $2,000,001+: 0.30% annually (Investment Management Services only)
Minimum fee: Minimum annual fee of $600 for investment management services. Fee-only: Comprehensive Financial Planning monthly fees from $100 to $400 plus initial charge from $2,000 to $3,000 depending on complexity; Focused Financial Planning fixed fees generally range from $500 to $6,000.
Main office
Western Springs IL
Advisors at this office
1
Most active in
Illinois
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.
Forms ADV
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