Willenbrock Financial Planning provides advice on investments, insurance, taxation, employee benefits, retirement planning, education planning, and estate planning. Scott Willenbrock, the sole owner, does not sell products or receive commissions, aligning his interests with clients. The firm offers financial planning at an hourly rate and an investment advisory service based on a percentage of assets managed.
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% |
The same percentage fee is charged to all clients regardless of the amount of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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