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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
FRANCIS LLC
Brookfield, WI
AUM
—
RetirementFee-Only/Hourly
Team
20 advisors
Clients
—
Fees
Hourly charges; Fixed fees
866-232-6457
GENERATION GROWTH CAPITAL PARTNERS I, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS II, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS III, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENERATION GROWTH CAPITAL PARTNERS IV, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-291-8908
GENTIAN FINANCIAL, INC.
Mequon, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
262-518-7575
GTG WEALTH MANAGEMENT, LLC
Elm Grove, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
262-796-1190
ISECTORS, LLC
Appleton, WI
AUM
—
Team
3 advisors
Clients
0
Fees
LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS
920-731-4455
KAMKO FINANCIAL
Appleton, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
920-598-5988
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
LAKEKAT ADVISORY, LLC
Hazelhurst, WI
AUM
—
Team
1 employees
Clients
—
Fees
Percentage of AUM; REFERRAL FEE BASIS FOR REFERRAL OF CLIENTS TO FINANCIAL SERVICES
715-432-6888
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
NATIONAL ACCOUNTING AND BUSINESS SOLUTIONS, SC
Hales Corners, WI
AUM
—
Team
1 advisors
Clients
0
Fees
REFERRAL REVENUE SHARING AGREEMENT
414-529-5900
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Milwaukee, WI
AUM
—
Team
15 advisors
Clients
0
Fees
Fixed fees; REFERRAL FEES
866-950-4644
PERK PLANNING
Madison, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
608-628-8730