Willenbrock Financial Planning

Overview

Willenbrock Financial Planning operates as an independent Registered Investment Advisor (RIA) and focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a sole proprietorship and is owned by an individual. Willenbrock Financial Planning does not engage in capital allocation or multi-state advisory services and does not have a focus on ESG investments. The firm primarily serves individual and family clients, charging fees based on a percentage of assets under management and hourly rates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices