Wentsel Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$3,000

“Comprehensive Financial Planning Only Comprehensive Financial Planning consists of an upfront charge of $2,000 - $3000 depending on complexity and an ongoing fee that is paid monthly, in arrears, at a rate between $100 - $400 per month.”

Monthly fee

$100⁠-⁠$400/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wentsel Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are either directly debited from client accounts, or the client may pay by check or electronic funds transfer.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Wentsel Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,000-$3,000 is below the Illinois median of $4,500. 25% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Wentsel Wealth Management, LLC

• Principal: Scott Wentsel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.7% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$20,244,111

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286574

Website

wentselwealth.com (opens in new tab)

Phone

(708) 712-0392

Other planners in Western Springs that publish fees

• Pebble Valley Wealth ManagementWestern Springs$4,100⁠-⁠$10,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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