ANNEX WEALTH MANAGEMENT, LLC
Brookfield, WI
AUM
$8.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-786-6363
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI, BROOKFIELD
13 advisers found
BKM WEALTH MANAGEMENT
Brookfield, WI
AUM
$651.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-955-7147
CHARTER CAPITAL MANAGEMENT, INC
Brookfield, WI
AUM
$462.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
414-257-3700
ENVISION FINANCIAL LLC
Brookfield, WI
AUM
$352.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
262-354-7155
BROOK CAPITAL
Brookfield, WI
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-784-7205
REVIEW SERVICES INC
Brookfield, WI
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-784-9690
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI
AUM
$197.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-754-5299
GRANITE FINANCIAL GROUP
Brookfield, WI
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-792-1111
FINANCIAL STRATEGIES, INC.
Brookfield, WI
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-821-1664
MIDWEST WEALTH SOLUTIONS LLC
Brookfield, WI
AUM
$29.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-777-0700
REAL WEALTH ADVISORS LLC
Brookfield, WI
AUM
—
Financial PlanningTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
414-808-2345
VOGEL CONSULTING, LLC
Brookfield, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
262-790-4960
STERLING CAPITAL MANAGEMENT INC
Brookfield, WI
AUM
$296.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
262-970-9700
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