Also known as model wealth
Model Wealth is a fee-only financial planning firm based in Wheaton, Illinois, founded in 2012. It reports about $318 million in assets under management. The firm specializes in hourly-based financial planning consulting and flat-fee investment management, and states that it works with clients across the country. Its investment philosophy is academic, emphasizing lower costs, less trading and no promises of market-beating returns. The team consists of four advisors who also produce sample plans, invoices and performance reports for prospective clients.
Public regulatory records matched to Model Wealth from SEC and IRS filings.
Public filings matched to Model Wealth across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
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Model Wealth is a wealth manager based in Wheaton, United States, managing approximately $318M in assets.
Model Wealth is headquartered in Wheaton, United States.
Model Wealth manages approximately $318M in assets under management.
Model Wealth was founded in 2012.
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