HARVEST HORIZON WEALTH STRATEGIES
Amery, WI
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
715-227-5207
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
WULLSCHLEGER GROUP
Madison, WI
AUM
$8.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
608-514-5328
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
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
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800
CHRISTIANSEN ASSET MANAGEMENT LLC
Mequon, WI
AUM
$5.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
262-302-1133
ONELEGACY ADVISORS, LLC
Green Bay, WI
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
920-250-7220
RJ HILL'S FINANCIAL SERVICES, LLC
Eau Claire, WI
AUM
$4.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
715-514-4034
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
FRANSON FINANCIAL LLC
Hayward, WI
AUM
$2.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
715-919-0880
AUREA INVESTMENTS LLC
Milwaukee, WI
AUM
$300K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(646) 820-0840
DIRECTION FINANCIAL MANAGEMENT, LLC
Germantown, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-333-3396
FISCAL FITNESS, LLC
Verona, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
608-848-1133
KORBITZ FINANCIAL PLANNING LLC
Milwaukee, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(414) 979-1040
MYFAMILYCFO, INC.
Wausau, WI
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
715-241-6763
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
FRIEDLANDER & CO INC
Milwaukee, WI
AUM
$564.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
414-273-0308
Full profileNo website
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
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Madison, WI
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-827-6414
Full profileNo website
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
239-404-1093
Full profileNo website
LASALLE INVESTMENT ADVISORS, INC.
Pewaukee, WI
AUM
$133.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-650-1099
Full profileNo website
CAPITAL WEALTH ADVISORS, LTD.
West Bend, WI
AUM
$126.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-306-0066
Full profileNo website
KADEMIAN FINANCIAL GROUP INC
Milwaukee, WI
AUM
$62.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-289-9925
Full profileNo website