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 Retirement Planning advisors in WI, BROOKFIELD
8 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
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
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
FRANCIS LLC
Brookfield, WI
AUM
—
RetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Hourly charges; Fixed fees
866-232-6457
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
Full profileNo website