LARSON WEALTH MANAGEMENT, LLC
West Bend, WI
AUM
$59.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-353-9700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
KEYSTONE FINANCIAL
Eau Claire, WI
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
715-835-6022
CORNERSTONE FINANCIAL CONSULTING, LLC
Depere, WI
AUM
$51.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
920-243-4188
A TO Z FINANCIAL PLANNING LLC
Oak Creek, WI
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
414-856-9800
BEHL WEALTH MANAGEMENT
Delafield, WI
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(262) 275-4025
APEX FIDUCIARY ADVISORS LLC
Middleton, WI
AUM
$47.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-644-5055
BARINGTON CAPITAL MANAGEMENT, LLC
Green Bay, WI
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
920-770-5073
CORNERSTONE FINANCIAL PLANNING, INC.
Appleton, WI
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
920-993-1526
COMPOUND WEALTH, ADVISORY AND TAX LLC
Madison, WI
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-999-2214
FIAT LUX CAPITAL MANAGEMENT
Waterford, WI
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
2625347100
EVOLUTION FINANCIAL LLC
Madison, WI
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
608-229-1335
FIDUCIAONE
Pewaukee, WI
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
262-465-6877
POINT WEALTH, LLC
Wausau, WI
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
715-870-2450
BRIDGEPORT ASSET MANAGEMENT, LLC.
Madison, WI
AUM
$30.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
608-695-5396
MIDWEST WEALTH SOLUTIONS LLC
Brookfield, WI
AUM
$29.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-777-0700
A. GILE & CO.
Columbus, WI
AUM
$29.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
920-350-7200
AEGIS WEALTH ADVISORS. LLC
Hartland, WI
AUM
$27.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
262-369-5200
WARDEN WEALTH MANAGEMENT, LLC
Milwaukee, WI
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-270-4500
BUENA VISTA INVESTMENT MANAGEMENT LLC
Wisconsin Rapids, WI
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
715-423-9505
HILLTOP FINANCIAL ADVISORS
Milwaukee, WI
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-856-7100
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-7547
NORTH SHORE INVESTMENT ADVISORS, LLC
Neenah, WI
AUM
$18.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
920-886-0505
D/B/A FINANCIAL AWARENESS INSTITUTE
Sharon, WI
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-963-7000
RED GRANITE WEALTH MANAGEMENT
Manitowoc, WI
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(920) 482-4322