WELLMENT FINANCIAL
SEC RegisteredMake retirement the best part of your life.
About the firm
Wellment Financial (formerly FSR Wealth Strategies) is an independent financial services firm and Registered Investment Adviser based in Elmhurst, Illinois, rooted in CPA expertise and focused on tax-smart retirement planning. The firm helps individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives, coordinating investments, insurance, tax planning, and retirement decisions under one roof.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax-focused retirement planning, tax strategy integration, investment coordination, insurance planning, and comprehensive retirement income planning, delivered with in-house CPA expertise.
Who they serve
People who are close to retirement, already retired, or managing more complex wealth and tax decisions, primarily in the greater Chicagoland area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 329 | $136M |
| High Net Worth Individuals | 76 | $176M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WELLMENT FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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