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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
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
SIGNIFICANCE CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$3.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
414--293-3926
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
RONALD L PERKINS DBA PERKINS FINANCIAL
Madison, WI
AUM
$2.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
608-235-2575
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
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
Milwaukee, WI
AUM
$1.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
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
ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.
Milwaukee, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
414-607-9310
BERTRAM FINANCIAL ADVISOR SERVICES
Mineral Point, WI
AUM
—
Financial Planning
Team
2 advisors
Clients
26-50
Fees
Fixed fees; ASSETS UNDER ADVISEMENT (AUA)
608-987-1511
BLACKHORN PARTNERS
Middleton, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-620-3775
CAPITAL COORDINATORS COMPANY
Eau Claire, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
715-832-1451
COVEREDBRIDGE
Milwaukee, WI
AUM
—
Team
1 advisors
Clients
—
Fees
15% OF TOTAL FEES COLLECTED BY SUBADVISER FROM CLIENT
610-428-8867
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
DREAM BIGGER FINANCIAL, LLC
Milwaukee, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
414-369-2249
DUELL FINANCIAL STRATEGIES
Appleton, WI
AUM
—
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
920-832-3720