Scott Wentsel
Scott Wentsel is a CFP-designated registered investment advisor at Wentsel Wealth Management, LLC, based in Western Springs, IL, with 9 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $500 ($2,000 annually).
Fee Estimator
Contact
Scott Wentsel
Location
Western Springs, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott is a trustee for ALPS, an investment advisory firm, since 2006, dedicating minimal time to this passive role. He also teaches at DePaul University since 2011, spending a few hours per week on this activity.
Employment History
Current Registrations
Wentsel Wealth Management, LLC
State Registrations1 state
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