PlannerFees

Willenbrock Financial Planning fees and pricing

Financial planner in Champaign, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 19, 2025, Willenbrock Financial Planning charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 19, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100/hr
“Financial planning services are charged at $100/hr, with payment requested at the time the services are completed.”

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

How Willenbrock Financial Planning bills

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

  • “The fee is prorated for accounts that begin partway through the year.”
  • “Accounts may be terminated at any time; a prorated fee is payable upon termination.”
  • “The fee for the Investment Advisory Service may be billed to the client or, if available, deducted directly from the client’s assets, with the consent of the client.”

How Willenbrock Financial Planning’s fees compare

  • Its hourly rate of $100 is below the Illinois median of $273. 2% of the 215 other Illinois planners that publish an hourly rate charge less.
  • None of the 3 other planners in Champaign that publish an hourly rate charge less.

About Willenbrock Financial Planning

“Description of Your Advisory Firm Willenbrock Financial Planning provides independent, unbiased advice on all aspects of personal financial planning, including investments, insurance, taxation, employee benefits, retirement planning, education planning, and estate planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Scott Willenbrock
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.25% a year
Minimum
$250 minimum fee (stated in brochure)
Clients
13
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$6,138,794
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
148656
Phone
(217) 721-4380

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.