CENTRAL WEALTH MANAGEMENT LLC
Madison, WI
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-841-1555
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
57 advisers found
OMNI FINANCIAL LLC
Madison, WI
AUM
$116.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
608-467-4333
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-286-1321
YAHARA WEALTH MANAGEMENT LLC
Madison, WI
AUM
$112.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-467-1010
WISCO INVESTMENT MANAGEMENT LLC
Madison, WI
AUM
$92.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(608) 442-5507
RETIREMENT INCOME PLANNING LLC
Madison, WI
AUM
$61.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
608-807-1100
FORWARD INVESTMENT ADVISORS, INC.
Madison, WI
AUM
$60.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-833-9400
2ND MARKET CAPITAL ADVISORY CORP.
Madison, WI
AUM
$47.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
608-833-7793
COMPOUND WEALTH, ADVISORY AND TAX LLC
Madison, WI
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-999-2214
EVOLUTION FINANCIAL LLC
Madison, WI
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
608-229-1335
BRIDGEPORT ASSET MANAGEMENT, LLC.
Madison, WI
AUM
$30.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
608-695-5396
BUTTONWOOD PARTNERS, INC.
Madison, WI
AUM
$16.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
608-827-6400
WULLSCHLEGER GROUP
Madison, WI
AUM
$8.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
608-514-5328
LINDENWOOD FINANCIAL LLC
Madison, WI
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
608-218-4646
RONALD L PERKINS DBA PERKINS FINANCIAL
Madison, WI
AUM
$2.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
608-235-2575
PERK PLANNING
Madison, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
608-628-8730