Scott Bretl is a registered investment advisor at Wellment Financial, based in Elmhurst, IL, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 405 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellment Financial offers investment management services where fees are based on a percentage of the value of your portfolio. The total fee will not exceed 2.0% annually and includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are deducted monthly based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent at FSR Insurance Planning Ltd since 2017, dedicating a few hours per week to insurance planning. He also serves as Treasurer for Chikaming Country Club, spending a few hours per week preparing budgets and reviewing financials.
Employment History
Current Registrations
Wellment Financial
Previous Registrations
Global Financial Private Capital, LLC
Gwn Securities INC.
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
Mtl Equity Products, INC.
Waterstone Financial Group, INC.
Results One Financial, LLC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.