William Wendling
William Wendling is a CFA-designated registered investment advisor at Bedel Financial Consulting INC, based in Indianapolis, IN, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,162 clients with $2.9B 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
There is a minimum annual fee of $5,000 in certain cases, which may result in an effective rate higher than 1.00% for accounts under $500,000. Fees are negotiable.
Fee Estimator
Location
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240
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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 →Employment History
Current Registrations
Bedel Financial Consulting INC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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