Willenbrock Financial Planning provides independent financial advice and investment management services. Willenbrock Financial Planning helps clients navigate various areas including retirement planning, education funding, investment strategy, taxation, insurance, employee benefits, and estate planning. The firm builds diversified portfolios primarily using low-cost index funds and monitors accounts daily, rebalancing as needed based on the client's risk tolerance. Willenbrock Financial Planning operates with a focus on low costs and transparent fee structures, avoiding third-party commissions.
Assets Under Management$6.1M
Clients13
Advisors1
Avg. per Client$470K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is 0.25% of assets under management at the end of the fiscal year (June 30) with a $250 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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