Advisor at Wealth Architects LLC
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
Wealth Architects LLC
Location
Englewood, FL
Credentials
Series 63, Series 65
Industry experience
22 years
Wendy Jankoski is a financial advisor at Wealth Architects LLC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wealth Architects since 2005, also working at Compound Planning, Inc. since 2025. Wealth Architects LLC is an independent, fee-only registered investment adviser serving individuals, families, and nonprofit clients such as charitable institutions, foundations, endowments, and estates. The firm employs an active portfolio management approach that combines fundamental and technical analysis, offering a broad range of securities and maintaining continuous account monitoring.
Based on Wealth Architects LLC
$0 - $500,000: 1.5% $500,001 - $1,500,000: 1.0% $1,500,001 - $2,500,000: 0.75%
Fee-only: Fee-only advisor; no commissions received.
Englewood, FL
Florida · New York · Texas
Compound Planning, Inc.
2025 - Present (1 year)
Wealth Architects LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
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Kienzle Wealth Consulting LLC
CFP®, Series 63, Series 65
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Fiduciary Consulting Group, Inc.
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