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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
401K INVESTMENT PROFESSIONALS
Waunakee, WI
AUM
$311.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(608) 334-9367
SUGAR MAPLE ASSET MANAGEMENT, LLC
Sister Bay, WI
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
9205854985
BROOK CAPITAL
Brookfield, WI
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-784-7205
MACCO FINANCIAL GROUP, INC.
Green Bay, WI
AUM
$277.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(920) 617-6830
WALLEYE PARTNERS LLC
Madison, WI
AUM
$276.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(608) 332-8434
CWP PRIVATE WEALTH MANAGEMENT
West Bend, WI
AUM
$276.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-226-2729
CUSHING CAPITAL PARTNERS, LLC
Delafield, WI
AUM
$274.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-256-0590
1492 CAPITAL MANAGEMENT, LLC
Milwaukee, WI
AUM
$274.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
414-276-1492
CLIENT FIRST INVESTMENT MANAGEMENT LLC
West Bend, WI
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-335-1700
WISCONSIN CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$256.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-960-4616
MENDOTA FINANCIAL GROUP, LLC
Madison, WI
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(608) 223-9211
TRANSCEND ADVISOR GROUP, LLC
Milwaukee, WI
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-884-9983
WINDWARD WEALTH STRATEGIES, INC.
Oshkosh, WI
AUM
$251.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
920-230-2215
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
608-784-9100
REVIEW SERVICES INC
Brookfield, WI
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-784-9690
RETIREMENT WEALTH SOLUTIONS LLC
Marshfield, WI
AUM
$227.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
715-384-5481
DENALI WEALTH MANAGEMENT, INC.
Mequon, WI
AUM
$226.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-978-0020
CORNERSTONE FINANCIAL GROUP
Appleton, WI
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-832-3821
FINANCIAL SERVICE GROUP INC
Mount Pleasant, WI
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
262-554-4500
KCD FINANCIAL, INC.
Green Bay, WI
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
920-347-3400
CALCULATED WEALTH
Madison, WI
AUM
$200.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-400-4072
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI
AUM
$197.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-754-5299
BOARDWALK FINANCIAL STRATEGIES LLC
Hartland, WI
AUM
$197.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
262-423-7552