LIBERTY FINANCIAL GROUP, INC.
Elm Grove, WI
AUM
$194.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-785-1377
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
CONCEPTUAL FINANCIAL ADVISORS, LLC
Appleton, WI
AUM
$189.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
920-731-9500
GRANITE FINANCIAL GROUP
Brookfield, WI
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-792-1111
PALADIN PARTNERS
Hartland, WI
AUM
$180.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
414-367-4675
HOFF PRIVATE WEALTH
Wausau, WI
AUM
$177.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
715-841-0405
COLLAR CAPITAL MANAGEMENT, LLC
Appleton, WI
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
920-830-1556
FIDUCIARY FINANCIAL PLANNING NETWORK
Onalaska, WI
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(608) 534-4444
AUM
$169.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
262-240-4002
ELITE RETIREMENT GROUP
Plover, WI
AUM
$168.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-341-8899
STONEHAVEN WEALTH & TAX SOLUTIONS
Appleton, WI
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
920-882-0427
MCKINLEY MONEY, LLC
Eau-Claire, WI
AUM
$163.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(715) 835-2732
ELITE WEALTH MANAGEMENT, INC.
Plover, WI
AUM
$161.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
715-341-8899
COORDINATED CAPITAL SECURITIES, INC.
Fort Atkinson, WI
AUM
$159.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
608-221-4545
RETIREMENT INCOME STRATEGIES, LLC
Evansville, WI
AUM
$159.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
608-208-1800
PLUS GROUP WEALTH ADVISORS, LLC
Belgium, WI
AUM
$158.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-285-7654
WISCONSIN WEALTH ADVISORS, LLC
Sun Prairie, WI
AUM
$157.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-837-9099
TITLETOWN WEALTH MANAGEMENT, LLC
Green Bay, WI
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(920) 468-7443
FINANCIAL STRATEGIES, INC.
Brookfield, WI
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-821-1664
PORTFOLIO DESIGN SERVICES, LLC
River Falls, WI
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
715-629-9095
MUELLER WEALTH
Mishicot, WI
AUM
$148.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
920-267-6710
CLF ASSET MANAGEMENT, INC.
Madison, WI
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
8885053956
VERUS WEALTH MANAGEMENT
De Pere, WI
AUM
$143.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
920-328-0793
AMERICAN INVESTMENT ADVISORS INC
Madison, WI
AUM
$137.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-238-3500
CENTRAL WEALTH MANAGEMENT LLC
Madison, WI
AUM
$136.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-841-1555