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Stenger Family Office, LLC

Updated today

Client assets under management

$627,373,858

Clients

833

35% high-net worth

Advisors

7

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

119

Very High

Average account size

$753,150

About

Stenger Family Office, LLC serves individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations and business entities with a mix of services including financial planning, consulting, subscription content, and discretionary and non‑discretionary investment management. The firm’s packaged offerings include Stenger Wealth Management, a Stenger Family Office tier for clients with $2 million or more in investable assets, Stenger Investment Management, a lower‑minimum Stenger GoldDesk, and pension consulting engagements.

SFO manages the large majority of client assets on a discretionary basis and allocates across mutual funds, ETFs, individual equity and debt securities, and selected independent managers, using model portfolios such as Stenger ResilientAmerica, Strategic Value, and High Dividend Yield. Its process combines fundamental security analysis, factor analysis (to tilt between value and growth based on interest‑rate views), ongoing due diligence on third‑party managers (meeting with 25+ managers annually), and periodic rebalancing, with a fixed‑income emphasis on high‑quality short‑term U.S. Treasuries.

The firm discloses an affiliation with a related certified public accounting firm, Stenger Tax Advisory LLC, noting that certain supervised persons are principals of STA and receive distributions, and describes the resulting conflicts of interest and referral practices. SFO also operates a subscription content service (Stenger+) that it includes for many managed accounts and offers low‑minimum full‑service access through its GoldDesk product, while Family Office clients receive specified credits toward tax preparation and estate‑planning services and direct access to accountants and estate planning attorneys.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Tax-loss harvesting General retirement planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning up to $5,000; subscription fee $5 per month for Stenger+ service

Percentage

$0 - $100,000: Not explicitly stated, but implied higher fees or different service level (e.g., Stenger GoldDesk clients with $1,000 minimum) $100,000 - $2,000,000: 0.35% - 1.25% annually, depending on portfolio size, composition, and services $2,000,000+: Combination of wealth management and family office services fees within 0.35% - 1.25% range

Commissions

Certain supervised persons offer insurance products on a commission basis under separate arrangement

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Subscription cost of $5 per month for Stenger+ service included with investment management for accounts $1,000 or more

Other

Account minimum: $1,000 Fee-only: Fixed fees up to $5,000 for financial planning or $500 hourly; subscription service $5/month for those with $1,000+ managed accounts

Main office location

Stenger Family Office, LLC

Naperville Financial Center, 400 East Diehl Road, Suite 550

Naperville IL 60563, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jake R

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Jake Ranostaj is a financial advisor with Stenger Family Office, LLC in Spring, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JP Morgan Chase and Cetera Investment Services. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs a tax-aware investment approach using proprietary and model portfolios alongside customized ETF and fixed-income allocations.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Owen H

Series 65

Naperville, IL

Stenger Family Office, LLC

Owen Hardy is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at COhatch, Taylor University, and Wheaton Academy. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers and manages over $520 million through an eight-person advisory team, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations within a tax-aware investment process.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Lyndin S

Series 63, Series 65

Spring, TX

Stenger Family Office, LLC

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Hines Private Wealth Solutions LLC and Hines Securities Inc. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients and manages over $520 million through an eight-person advisory team using proprietary and model portfolios with a tax-aware investment approach.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Nicholas S

Series 66

Naperville, IL

Stenger Family Office, LLC

Nicholas Stenger is a financial advisor with Stenger Family Office, LLC in Naperville, IL. He holds a Series 66 designation and has eight years of industry experience, including six years at Morgan Stanley Private Bank. He is a co-founder and owner of Stenger Tax Advisory LLC, a licensed certified public accounting firm focused on tax planning and preparation. Stenger Family Office serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, subscription content, and investment management. The firm manages over $520 million through an eight-person team, employing proprietary and model portfolios with a tax-aware investment approach that includes portfolio customization and tax-loss harvesting.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Audrey F

CFP®, Series 65

Ann Arbor, MI

Stenger Family Office, LLC

Audrey Feldpausch is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Stenger Family Office, LLC, where she has worked since 2023. Prior to this, she held roles at Timothy Financial Counsel, Inc. and has experience in both financial services and other sectors. Stenger Family Office provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers multiple service tiers, including a family office option for higher-net-worth clients, and manages over $520 million through an eight-person advisory team. Its investment approach includes proprietary and model portfolios, customized ETF and fixed-income allocations, and a tax-aware strategy incorporating portfolio customization and tax-loss harvesting.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Ethan W

Series 65

Naperville, IL

Stenger Family Office, LLC

Ethan Willett is a financial advisor at Stenger Family Office, LLC in Naperville, IL, holding a Series 65 designation and with experience beginning in 2022 across various roles including internships and positions in financial and corporate environments. He is currently a student at Northwestern University’s School of Professional Studies. Stenger Family Office provides financial planning, consulting, subscription content, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million with an eight-person team and offers multiple service tiers, employing proprietary and model portfolios alongside customized ETF and fixed-income allocations.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
user avatar

Julia H

Series 66

Naperville, IL

Stenger Family Office, LLC

Julia Huebner is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and the United States Senate. Stenger Family Office provides financial planning, consulting, subscription content, and both discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $520 million through an eight-person advisory team and employs proprietary and model portfolios alongside customized ETF and fixed-income allocations, incorporating tax-aware portfolio management strategies.

Wealth management Tax-loss harvesting General retirement planning Founder/Business Owner
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