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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
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
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
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
NEUENSCHWANDER ASSET MANAGEMENT, LLC
Mcfarland, WI
AUM
$173.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-838-3330
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
WARNKE/NICHOLS LTD.
Delafield, WI
AUM
$160.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
262-303-4113
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