Whisper Wealth Builders
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,671,100
Total clients
34
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$284,444
About
Whisper Wealth Builders provides financial planning and discretionary investment management to individuals, families, high-net-worth clients, small business owners, and employees who participate in employer-sponsored arrangements. Its service menu includes ongoing planning through Whisper Wealth Membership™, one-time financial reviews (Whisper Wealth Inspection™), and review of outside accounts, with investment management available only to clients who maintain an active membership.
The firm follows a planning-first approach, constructing portfolios to reflect clients’ cash flow needs, liabilities, time horizon, tax considerations, and long‑term goals. Investment decisions are informed by fundamental analysis and long-term asset-allocation principles, with discretionary trading conducted for individual accounts and periodic monitoring tied to planning reviews.
Noteworthy features include employer‑focused delivery through the Workers Wealth™ program—where employers may subsidize or refer employees—and the provision of operational administrative services to businesses that are kept separate from advisory services, enabling relationships with employee groups and business clients that are less common among solo independent advisers. The firm manages roughly $9.7 million across about 34 client relationships and discloses operational practices such as standing letters of authorization for transfers and a policy of not voting client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Occupation focus
Founder/Business Owner
Demographic focus
Approaching retirement
Fee options
$849 for Whisper Wealth Inspection™
0.85% annually
$125 per month for Whisper Wealth Membership™
Main office location
Whisper Wealth Builders
Oak Lawn IL, United States
Number of offices
1
Most active in
Whisper Wealth Builders has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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