BREAKTHRU ADVISORY SERVICES, LLC
Muskego, WI
AUM
$125.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
4148375337
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
OMNI FINANCIAL LLC
Madison, WI
AUM
$116.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
608-467-4333
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
Appleton, WI
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-687-2600
AUM
$115.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-286-1321
REGAL BAY INVESTMENT GROUP, LLC
Milwaukee, WI
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-225-3551
YAHARA WEALTH MANAGEMENT LLC
Madison, WI
AUM
$112.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-467-1010
PAVLIC INVESTMENT ADVISORS, INC.
Delafield, WI
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
262-646-4300
SUMNICHT & ASSOCIATES, LLC
Appleton, WI
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
920-731-4455
MILBORN ADVISORS, LTD
Milwaukee, WI
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-585-0070
JORDAN FINANCIAL LIFE PLANNING
Kenosha, WI
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
262-656-1141
TRINITY FINANCIAL PLANNING
Middleton, WI
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
608-999-4049
MELOTTE FINANCIAL ADVISORS
Green Bay, WI
AUM
$97.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
9202416632
MORGAN KENWOOD ADVISORS, LLC
Greendale, WI
AUM
$96.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-423-4020
WISCO INVESTMENT MANAGEMENT LLC
Madison, WI
AUM
$92.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(608) 442-5507
WINDERMERE WEALTH ADVISORS, LLC
Elm Grove, WI
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-759-7824
WISMED FINANCIAL, INC.
Fitchburg, WI
AUM
$82.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-442-3750
PROPHET WEALTH MANAGEMENT
Kenosha, WI
AUM
$80.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
262-657-5555
ANEW ADVISORS, LLC
Wauwatosa, WI
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-704-2875
GOALBRIDGE WEALTH MANAGEMENT, LLC
Appleton, WI
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(920) 750-7262
JMR FINANCIAL GROUP
Superior, WI
AUM
$68.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
715-392-0202
SUMMIT FINANCIAL MANAGEMENT LLC
Mequon, WI
AUM
$65.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(262) 236-5090
KRAMER INVESTMENT SERVICES, LLC
Lake Geneva, WI
AUM
$63.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
262-729-4128
RETIREMENT INCOME PLANNING LLC
Madison, WI
AUM
$61.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
608-807-1100
FORWARD INVESTMENT ADVISORS, INC.
Madison, WI
AUM
$60.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-833-9400