Wuenschell Financial Services LLC

Overview

Wuenschell Financial Services LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee arrangements. It does not present itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The firm appears to operate at a small, relationship-driven scale, emphasizing bespoke planning and portfolio oversight rather than institutional or large-scale fund management. It lists an accountant among its industry affiliations, which suggests it coordinates tax and accounting input as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices