Model Wealth
25yrs
Top advisor by experience at Model Wealth
Model Wealth
Location not listed. Legal name: Model Wealth , Inc.
About the firm
A registered investment advisory firm. It manages about $318 million for roughly 157 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$2.03 million
Assets under management ?$318 million
Individual clients157
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Model Wealth
5Advisors
10Median years of experience
1States with offices
1Offices
Also known as
Model Wealth , Inc.
About Model Wealth
How do I contact Model Wealth?
Call the main office at (630) 381-1170. The main office is at , .
How is Model Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Model Wealth offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Model Wealth?
We list 5 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.