Scott Willenbrock is a registered investment advisor at Willenbrock Financial Planning, based in Champaign, IL, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 13 clients with $6.1M 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 | 0.25% |
The same percentage fee is charged to all clients regardless of the amount of assets under management.
Fee Estimator
Location
Champaign, 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.
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Scott is a full-time professor of physics at the University of Illinois at Urbana-Champaign since 1993, dedicating all his time to teaching and research. This activity is not investment-related.
Employment History
Current Registrations
Willenbrock Financial Planning
State Registrations1 state
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