# Mendel Money Management Inc

> Mendel Money Management Inc is an SEC-registered investment advisory firm in Northbrook, IL, registered since 1989, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 105974
- Filed as: MENDEL MONEY MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northbrook, IL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105974
- AdvisorCensus page: https://advisorcensus.com/firm/mendel-money-management-inc-northbrook-il-105974

## Quick answers

**How is Mendel Money Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Mendel Money Management Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Mendel Money Management Inc charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $1,500 to $3,000 (financial planning and consulting); Hourly rate: $250 to $500 an hour (financial planning and consulting); Subscription: $100 a month (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mendel Money Management Inc located?**
Mendel Money Management Inc's principal office is in Northbrook, IL, according to its Form ADV.

**Is Mendel Money Management Inc registered with the SEC or a state?**
Mendel Money Management Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105974.

**How much does Mendel Money Management Inc manage?**
Mendel Money Management Inc reports $317,088,290 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Mendel Money Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Mendel Money Management Inc: Regulatory assets under management: $205,547,915 in the October 2021 data and $317,088,290 in the October 2026 data, up 54%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mendel Money Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (135); high net worth individuals (76).

**Which custodians does Mendel Money Management Inc use?**
Mendel Money Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and William Blair as custodians holding 10% or more of its separately managed account assets.

**Does Mendel Money Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105974

**What changed in Mendel Money Management Inc's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Flat fee: $1,500 to $3,000 (financial planning and consulting)

> As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances

- Hourly rate: $250 to $500 an hour (financial planning and consulting)

> On an hourly basis of $250 to $500 per hour, or

- Subscription: $100 a month (financial planning)

> On a monthly subscription basis of $100 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- William Blair

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $317,088,290
- Discretionary: $317,088,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $48,042,744 |
| High net worth individuals | 76 | $263,069,114 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,150,411 |
| Charitable organizations | Fewer than 5 | $500,732 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,325,289 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, LA, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mendelmoney.com](https://mendelmoney.com)
- Facebook @mendelmoneymanagement
- Instagram @mendelmoneymanagement
- LinkedIn @mendel-money-management
- YouTube @mendelmoneymanagement6130

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,547,915 | 3 | August 12, 2021 |
| October 2022 | $238,471,128 | 4 | August 22, 2022 |
| October 2023 | $263,971,227 | 6 | September 28, 2023 |
| October 2024 | $296,477,891 | 6 | March 20, 2024 |
| October 2025 | $301,133,763 | 7 | April 17, 2025 |
| October 2026 | $317,088,290 | 7 | September 2, 2026 |

Regulatory assets under management: $205,547,915 in the October 2021 data and $317,088,290 in the October 2026 data, up 54%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mendel Money Management Inc (CRD 105974): Form ADV filing data as of October 2026.