GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI, APPLETON
21 advisers found
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(920) 882-5299
COPPER HARBOR INVESTMENT ADVISORS, LLC
Appleton, WI
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(920)441-0300
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$609.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
920-785-6010
AVAII WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$602.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 214-1212
WINCH FINANCIAL
Appleton, WI
AUM
$580.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
920-739-8577
KOM WEALTH MANAGEMENT GROUP, LLC
Appleton, WI
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
920-733-3865
CORNERSTONE FINANCIAL GROUP
Appleton, WI
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-832-3821
CONCEPTUAL FINANCIAL ADVISORS, LLC
Appleton, WI
AUM
$189.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
920-731-9500
COLLAR CAPITAL MANAGEMENT, LLC
Appleton, WI
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
920-830-1556
STONEHAVEN WEALTH & TAX SOLUTIONS
Appleton, WI
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
920-882-0427
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Appleton, WI
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-687-2600
SUMNICHT & ASSOCIATES, LLC
Appleton, WI
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
920-731-4455
GOALBRIDGE WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(920) 750-7262
CORNERSTONE FINANCIAL PLANNING, INC.
Appleton, WI
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
920-993-1526
ASC 401(K) MANAGEMENT
Appleton, WI
AUM
$26.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
920-888-1272
ETF MODEL SOLUTIONS, LLC
Appleton, WI
AUM
$18.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; LICENSE FEES
920-785-6010
KOLASH WEALTH STRATEGIES, LLC
Appleton, WI
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
920-730-8040
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800
FINANCIAL ADVISORY GROUP, INC.
Appleton, WI
AUM
$4.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
920-810-0401
DENARIUS WEALTH MANAGEMENT
Appleton, WI
AUM
$3.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(920)941-0225