# Willenbrock Financial Planning

> Willenbrock Financial Planning is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 19, 2025.

- CRD: 148656
- Filed as: WILLENBROCK FINANCIAL PLANNING
- Legal name: Scott Willenbrock
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: June 19, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148656
- AdvisorCensus page: https://advisorcensus.com/firm/willenbrock-financial-planning-148656

## Quick answers

**How is Willenbrock Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Willenbrock Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Willenbrock Financial Planning registered with the SEC or a state?**
Willenbrock Financial Planning is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148656.

**How much does Willenbrock Financial Planning manage?**
Willenbrock Financial Planning reports $6,138,794 in regulatory assets under management in its Form ADV filing dated June 19, 2025 (100% discretionary).

**What types of clients does Willenbrock Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (4).

**Does Willenbrock Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148656

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,138,794
- Discretionary: $6,138,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,281,318 |
| High net worth individuals | 4 | $3,857,476 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willenbrock Financial Planning (CRD 148656): Form ADV filing data as of October 2026.