Fee-only adviser · Northbrook, IL
Mendel Money Management Inc
Mendel Money Management Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Northbrook, Illinois. On its latest Form ADV, filed November 5, 2026, it reports $317M in regulatory assets under management, 211 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105974 · SEC file 801-34323 |
| Office | 1200 Shermer RD Ste 216 Northbrook, IL 60062 |
| Phone | (847) 564-0970 |
| Website | www.mendelmoney.com |
| Regulatory assets under management | $317M |
| Individual clients | 135 non-high-net-worth, 76 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Northbrook
- Iron Financial LLC $489M
- Arthur M. Cohen & Associates LLC $1.1B
- Oak Wealth Advisors LLC $374M
- Trifecta Capital Advisors, LLC $927M
- Main Street Investment Advisors, LLC $250M
- Fisher Financial Group, LLC $41M
See all 17 fee-only advisers in Northbrook →
Nearby
- Glenview 3 firms
- Bannockburn 2 firms
- Deerfield 5 firms
- Glencoe 1 firm
- Highland Park 1 firm
- Northfield 7 firms
- Winnetka 8 firms
- Des Plaines 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Mendel Money Management Inc? Update this listing.