Bryan Stiger is a CFP-designated registered investment advisor at Wellment Financial, based in Elmhurst, IL, with 18 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 405 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on services required, client type, complexity, account composition, potential deposits, and total assets. The total annual fee through the wrap fee program will not exceed 2.0%.
Fee Estimator
Location
444 N. York Street, Elmhurst, IL, 60126
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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
Wellment Financial
Previous Registrations
Sgl Financial, LLC
Betterment
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Guggenheim Investments
Guggenheim Funds Distributors, LLCBroker
Guggenheim Distributors, LLCBroker
Genworth Financial Securities CorporationBroker
Lasalle Capital, L.L.C.Broker
State Registrations1 state
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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