We offer two simple services: Hourly-Based Financial Planning. You hire us as consultants to provide financial advice only. You implement our recommendations and check back with us as needed. Big picture financial reviews are quoted as a flat price based on expected hours, and typically cost between $3,600 and $5,400 (based on an expected 12 to 18 hours of work). Topic-specific advice and periodic check-ins are billed based on actual hours, at a rate of $300 per hour. Flat-Fee Wealth Management.
| Website | http://www.modelwealth.com |
| Revenue | $10 million |
| Employees | 5 (3 on RocketReach) |
| Founded | 2018 |
| Address | 1755 S Naperville Rd Suite 100, Wheaton, Illinois 60189, US |
| Phone | +1 630-381-1170 |
| Fax | (630) 381-1170 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Planning, Fee-Only Financial Advisor, Financial Consultant, Wealth Management, Investment Advice, Retirement Planning, Financial Advisor, Estate Planning, Tax Planning, Affordable Financial Planning, Budgeting, Financial Coaching, Money Management, Investment Management, Portfolio Management, Financial Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Ally, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, SoFi +37 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Model Wealth Inc. employee's phone or email?
Model Wealth Inc. Questions
The Model Wealth Inc. annual revenue was $10 million in 2026.
Randy Bruns is the Principal and Founder of Model Wealth Inc..
3 people are employed at Model Wealth Inc..
Model Wealth Inc. is based in Wheaton, Illinois.
The NAICS codes for Model Wealth Inc. are [523, 5239, 52, 52393].
The SIC codes for Model Wealth Inc. are [62, 628].
Top Model Wealth Inc. Employees
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Randy Bruns
Principal and Founder at Model Wealth Inc.
Naperville, IL, US13 -
Anna Thornburg
Director of Operations at Model Wealth Inc.
Dayton, OH, US23 -
Alex Offerman
Senior Financial Planner at Model Wealth Inc.
Chicago, IL, US23
