How does the advisor help clients – Key Takeaways:
Wentzel Wealth Management, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized and comprehensive financial planning. By offering a wide range of financial services and tailored solutions, their team of expert advisors assist clients in making sound financial decisions and creating a solid financial future.
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial services and tailored solutions
- Assists clients in making sound financial decisions
Facts and Insights
Founded in 2005, Wentzel Wealth Management, LLC has established a strong track record of success in helping clients achieve their financial goals. The firm takes a holistic approach to financial planning, focusing on every aspect of a client’s financial life to ensure a sound financial future.
Some key facts and insights about Wentzel Wealth Management, LLC include:
- Founded in 2005
- Strong track record of success
- Holistic approach to financial planning
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
At Wentzel Wealth Management, LLC, clients have access to a wide range of financial services to meet their unique needs and goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- College planning
- Insurance analysis and review
- And more
Client Types
Wentzel Wealth Management, LLC caters to a diverse range of clients, including individuals, families, businesses, and institutions. Their financial planning services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
Wentzel Wealth Management, LLC operates on a fee-only basis, which means they do not earn any commissions for recommending certain investments. This allows them to provide unbiased and objective financial advice that is solely in the best interest of their clients. Their fees are typically based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
Founded by John Wentzel, Wentzel Wealth Management, LLC has grown into a leading financial advisory firm known for its personalized and comprehensive approach to financial planning. With years of experience in the financial industry, John and his team have successfully helped clients achieve their long-term financial goals and build a secure financial future for themselves and their loved ones.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wentzel Wealth Management, LLC is held to a fiduciary standard, which means they are legally required to act in their clients’ best interests at all times. This eliminates any potential conflicts of interest and ensures that clients receive transparent and unbiased advice.
Some key disclosures to know about Wentzel Wealth Management, LLC include:
- Registered investment advisor
- Fiduciary standard
- Transparent and unbiased advice