Mendel Money Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Mendel Money Management reports 211 clients. They include 135 individual clients and 76 high-net-worth individuals. Of its assets, 100.0% ($317M across 631 accounts) are managed with discretion. Of its clients, 2% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 15% |
| High-net-worth individuals | 36% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 135 | $48M | 15.2% | $356K |
| High-net-worth individuals | 76 | $263M | 83.0% | $3.46M |
| Pension and profit-sharing plans | Fewer than 5 | $1.15M | 0.4% | — |
| Charitable organizations | Fewer than 5 | $501K | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $4.33M | 1.4% | — |
| Total | 211 | $317M | 100% | — |
- Clients
- 135
- Regulatory AUM
- $48M
- AUM share
- 15.2%
- Avg. per client
- $356K
- Clients
- 76
- Regulatory AUM
- $263M
- AUM share
- 83.0%
- Avg. per client
- $3.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.15M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $501K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.33M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 211
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Mendel Money Management charges 0.60%–1.00% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M–$10M | 0.75% |
| $10M and above | 0.60% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a fixed fee, typically $1,500 to $3,000, or hourly at $250 to $500 per hour, due in arrears on presentation of the plan or completion of the engagement.
- Financial Planning Subscription
- A financial planning subscription costs $100 per month, billed monthly in advance, and includes quarterly progress reports and adviser access by email or phone.
Bradley Mendel owns 75% or more of Mendel Money Management. The leadership team of Mendel Money Management includes President Barry Mendel and Chief Compliance Officer Bradley Mendel. It has 7 employees, 4 of them in advisory roles.
Leadership
- Barry MendelPresident and Chief Investment Officer
- Bradley MendelChief Compliance Officer Vice President and Wealth Advisor
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Mark Bennett Burka
- Barry Merje Mendel
- Bradley Adam Mendel
- Alexander Michael Wasiunec
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Mendel Money Management Inc
Bradley Mendel
Control person · since March 2020
Mendel Money Management’s regulatory assets grew 1.5× from $206M (March 2021) to $317M (September 2026); clients rose from 155 to 211 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $317M | 211 | 7 | 2 |
| April 2025 | $301M | 218 | 7 | 2 |
| March 2024 | $296M | 215 | 6 | 2 |
| July 2023 | $264M | 203 | 6 | 1 |
| April 2022 | $238M | 160 | 4 | 1 |
| March 2021 | $206M | 155 | 3 | 1 |
Besides its headquarters, Mendel Money Management has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 1200 Shermer RD Ste 216, NorthbrookHQ
Contact and registration details
- Legal name
- Mendel Money Management Inc
- Headquarters
- 1200 Shermer RD Ste 216, Northbrook, IL 60062
- Website
- mendelmoney.com
- Phone
- 847-564-0970
- @mendel-money-management
- SEC file
- 801-34323
- Founded
- 1989
- Structure
- Illinois corporation
- Fiscal year end
- December
Mendel Money Management uses Charles Schwab ($246M, 87%) and William Blair & Company ($37.7M, 13%) as custodians for its separately managed accounts. Mendel Money Management does not have custody of client assets.
- William Blair & CompanyWilliam Blair & Company L.L.C. · Chicago, IL · $37.7M13%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $246M87%
At year end, Mendel Money Management’s separately managed accounts were mostly in stocks (79%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $273M across 127 positions; the largest are Palo Alto Networks Inc. (3.7%), Microsoft Corp. (3.5%) and Amazon Com Inc. (3.4%).
What the accounts hold
- Stocks79%
- Funds1%
- Bonds18%
- Investment grade corporate bonds17%
- State and local bonds1%
- Cash3%
Reported 13F holdings
- $273M
- Reported 13F value
- 127
- Positions
- 28.4%
- In the 10 largest
- +14.3%
- Value vs. prior quarter
- Palo Alto Networks Inc.3.7%
- Microsoft Corp.3.5%
- Amazon Com Inc.3.4%
- Alphabet Inc. · Cap Stk CL C2.9%
- GE Vernova Inc.2.7%
- Thermo Fisher Scientific Inc.2.7%
- Visa Inc. · Com CL A2.5%
- Ametek Inc.2.4%
- Linde PLC2.3%
- Rtx Corporation2.1%
Together, the ten largest are 28.4% of reported value.
How many clients does Mendel Money Management have?
Mendel Money Management has 211 clients and manages $317 million for them, as of September 2026. They include 135 individual clients and 76 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Mendel Money Management offer?
Mendel Money Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Mendel Money Management charge?
Mendel Money Management charges 0.60%–1.00% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $7,500 annual minimum.
Source: 03 10 2026 MMM ADV PART 2A AND 2B FINAL, filed 10 March 2026
Which custodians does Mendel Money Management use?
Mendel Money Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $246M and William Blair & Company L.L.C. (Chicago, IL), with $37.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Mendel Money Management have?
Mendel Money Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mendel Money Management invest in?
At the end of its last fiscal year, Mendel Money Management’s separately managed accounts held 79% exchange-traded equities, 17% investment grade corporate bonds, 3% cash and equivalents, 1% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mendel Money Management?
Mendel Money Management’s direct owner is Bradley Mendel (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Mendel Money Management get paid?
Mendel Money Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mendel Money Management?
Mendel Money Management’s main office is at 1200 Shermer RD Ste 216, Northbrook, IL 60062. Its phone number is 847-564-0970. Its website is mendelmoney.com.