Wendt Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$87,675,295
Total clients
40
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$2,191,882
About
Wendt Financial Advisors is an independent, fee‑only registered investment adviser that works with individuals, couples, families, trusts and estates focused on retirement accumulation and making retirement resources last. The firm delivers discretionary investment management alongside separately contracted financial planning engagements tailored to clients’ stated goals.
The firm builds written investment policy statements and emphasizes broad diversification implemented primarily with exchange‑traded funds and no‑load mutual funds, following a long‑term, buy‑and‑hold allocation with periodic rebalancing and occasional tactical shifts. Accounts are managed on a discretionary basis, reviewed regularly, and involve multiple client meetings per year with reliance on client‑provided information to align portfolios with risk tolerance and objectives.
Compared with many peers, the practice is a small, single‑advisor operation with a modest client roster and material assets under management, which supports more direct advisor access and hands‑on oversight. The firm also offers standalone financial planning (with credit toward investment management if clients transition soon after), expects active client participation in plan development, and discloses an early termination charge during the first year to recoup initial implementation costs; its principal brings senior experience from a larger advisory firm and prior investment‑committee service.
Client services
Expertise
Fee options
Financial planning project fees vary; minimum project fee for comprehensive financial plan is $3,500
$0 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.30% annually
Financial planning services at $350 per hour
Minimum fee: Minimum quarterly fee of $500 for investment management Fee-only: Fee-only financial planning firm; does not accept commissions or sell products
Main office location
Wendt Financial Advisors, LLC
Battle Creek MI, United States
Number of offices
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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