Wuenschell Financial Services LLC

Overview

Wuenschell Financial Services LLC is a small, independent registered advisory firm organized as an LLC and owned by an individual. The firm concentrates on financial planning and discretionary portfolio management for individuals, families and a limited number of small business clients. Its billing mixes an asset‑based fee with hourly and fixed‑fee arrangements, which supports both ongoing investment management and project-oriented planning engagements. Investment activity is centered on pooled public vehicles — primarily mutual funds — which form the core of client portfolios. The firm supplements those core exposures with insurance products such as annuities and selectively allocates to real estate through third‑party managers. Wuenschell Financial Services identifies as neither an active ESG investor nor a multi‑state adviser, and it does not act as a capital allocator or pension consultant. The firm lists an accounting affiliation, indicating coordination with tax or accounting professionals as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices