Wellencourt Wealth Management LLC

The firm provides discretionary portfolio management and hourly financial planning to individual clients, including both typical retail investors and high‑net‑worth individuals, and charges asset‑based fees aligned with its investment management service. It operates as a very small, state‑registered independent adviser with roughly $1.17 million in assets under management and five client relationships.

The investment approach combines fundamental analysis of individual companies with a primarily passive implementation, using index mutual funds and ETFs to construct asset‑class exposures consistent with client investment policy statements. The firm creates individualized plans, allows reasonable client‑imposed restrictions, and conducts regular account reviews while delivering written reports to clients.

Notable differences from many peers include its solo‑practitioner structure in which the firm’s sole principal concurrently maintains substantial outside employment (about 40 hours per week) and the absence of a formal succession plan, a continuity risk the brochure explicitly describes. The firm also does not aggregate client trades into block orders, does not accept third‑party or soft‑dollar compensation, and declines to vote client proxies, practices that distinguish it from many other independent advisers.