CANOPY WEALTH MANAGEMENT
Middleton, WI
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-662-9018
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WI, MIDDLETON
5 advisers found
MILESTONE INVESTMENT ADVISORS, LLC
Middleton, WI
AUM
$877.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
608-826-5730
JACOBSON & SCHMITT ADVISORS, LLC
Middleton, WI
AUM
$676.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(608) 662-7500
SENTINEL ADVISORY GROUP, LLC
Middleton, WI
AUM
$320.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-579-9350
SHELLCREST FINANCIAL LLC
Middleton, WI
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
715-208-0934
Full profileNo website