Advisor at Willenbrock Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Willenbrock Financial Planning
Location
Champaign, IL
Credentials
Series 65
Industry experience
17 years
Scott Willenbrock is the sole advisor at Willenbrock Financial Planning in Champaign, Illinois, holding a Series 65 designation with 16 years of industry experience. He has been a professor of physics at the University of Illinois at Urbana-Champaign since 1993, balancing his academic career with financial advisory work. Willenbrock Financial Planning serves individual clients, trusts, estates, and small entities by providing comprehensive personal financial planning and discretionary investment management. The firm employs a diversified, low-cost index fund strategy tailored to clients’ time horizons and risk tolerances, operating on a fee-only, single-advisor model with no third-party compensation.
Based on Willenbrock Financial Planning
0.25% of assets under management annually with a minimum fee of $250
Financial planning services at $100/hr
Minimum fee: Minimum fee of $250 for Investment Advisory Service Fee-only: Financial planning services charged at $100/hr
Champaign, IL
Illinois
U.Of Illinois
1998 - Present (28 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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