SHAKESPEARE WEALTH MANAGEMENT, LLC
Pewaukee, WI
AUM
$641.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
262-814-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
ENDOWMENT WEALTH MANAGEMENT, INC.
Appleton, WI
AUM
$609.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
920-785-6010
DRAKE & ASSOCIATES, LLC
Waukesha, WI
AUM
$607.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
414-409-7226
AVAII WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$602.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 214-1212
POEHLING CAPITAL MANAGEMENT, INC.
Madison, WI
AUM
$591.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608) 664-9600
RICHARDSON CAPITAL MANAGEMENT, LLC
Menomonee Falls, WI
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-255-4100
WINCH FINANCIAL
Appleton, WI
AUM
$580.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
920-739-8577
ENRICH FINANCIAL PARTNERS LLC
Madison, WI
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-275-3442
BUSKA WEALTH MANAGEMENT, LLC
Wausau, WI
AUM
$538.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-355-4445
UNCOMMON CENTS INVESTING
Janesville, WI
AUM
$519.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-563-2437
WEA FINANCIAL ADVISORS, INC.
Madison, WI
AUM
$507.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
800-279-4030
GOOGINS ADVISORS, INC.
Middleton, WI
AUM
$501.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
608 514-1044
THE MILWEALTH GROUP, LLC
Milwaukee, WI
AUM
$496.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
414-475-1369
JOHN F SUBY WEALTH MANAGEMENT LLC
Madison, WI
AUM
$464.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-273-3100
CHARTER CAPITAL MANAGEMENT, INC
Brookfield, WI
AUM
$462.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
414-257-3700
RICHMOND INVESTMENT SERVICES LLC
Mequon, WI
AUM
$453.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-242-4200
BLACKHAWK CAPITAL PARTNERS, LLC
Thiensville, WI
AUM
$452.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-242-4487
KOM WEALTH MANAGEMENT GROUP, LLC
Appleton, WI
AUM
$407.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
920-733-3865
ATLATL ADVISERS
Madison, WI
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(608) 351-4500
EVEXIA WEALTH, LLC
Stevens Point, WI
AUM
$386.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(715) 344-9496
T. ANTON INVESTMENT HOUSE, INC.
Madison, WI
AUM
$366.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
608-501-1549
ENVISION FINANCIAL LLC
Brookfield, WI
AUM
$352.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
262-354-7155
FORTRESS PLANNING GROUP
Pewaukee, WI
AUM
$345.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
262-264-5838
VESTURA, LLC
Hobart, WI
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
920-430-3775