How does the advisor help clients – Key Takeaways:
Willenbrock Financial Planning is a leading financial planning firm that has been providing exceptional services to its clients for many years. With a team of experienced and knowledgeable advisors, Willenbrock Financial Planning helps clients achieve their financial goals and secure their financial future. Here are some key takeaways about how the advisor helps clients:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services and solutions to meet clients’ specific needs
- Has a team of expert advisors who have a deep understanding of the financial industry and market trends
- Uses a holistic approach to financial planning and considers all aspects of a client’s financial situation
- Strives to build long-term relationships with clients based on trust and transparency
Facts and Insights
Willenbrock Financial Planning has a proven track record of success and has earned a reputation as a reliable and trustworthy financial planning firm. Here are some facts and insights about the firm:
- Founded in 2005
- Based in New York City
- Over 100 advisors on staff
- Has helped thousands of clients achieve their financial goals
- Manages billions of dollars in assets
- Offers both fee-only and fee-based services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 15 years |
Financial Services Offered
Willenbrock Financial Planning offers a wide range of financial services to meet the unique needs and goals of each client. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Debt management
Client Types
Willenbrock Financial Planning serves a diverse group of clients, including:
- High net worth individuals
- Business owners
- Professionals and executives
- Retirees
- Families
- Trusts and foundations
Fees & Compensation
Willenbrock Financial Planning is transparent about its fees and compensation structure. The firm offers both fee-only and fee-based services, depending on the client’s needs and preferences. Fee-only services are charged based on a percentage of assets under management, while fee-based services may also include commissions on certain products. Clients can expect to pay a competitive fee for the exceptional services and expertise provided by the advisors at Willenbrock Financial Planning.
Background
Willenbrock Financial Planning was founded in 2005 by John Willenbrock, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Since then, the firm has grown to become one of the most reputable and successful financial planning firms in the industry. Willenbrock Financial Planning continues to be led by a team of experienced and dedicated advisors who are committed to providing exceptional services and solutions to their clients.
Financial Advisor Disclosures to Know
Willenbrock Financial Planning is a registered investment advisor (RIA) with the Securities and Exchange Commission. As such, the firm is held to a fiduciary standard, meaning that advisors are legally required to act in their clients’ best interests at all times. The firm has a clean regulatory record and has not faced any disciplinary actions or complaints. Willenbrock Financial Planning also has a strict code of ethics and provides full disclosure to clients about any potential conflicts of interest.