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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
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
KULT WEALTH MANAGEMENT GROUP, LLC
Brookfield, WI
AUM
$135.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; TAX RETURN PREP FEES
(262) 787-0704
JANSEN WEALTH MANAGEMENT LLC
Altoona, WI
AUM
$132.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
715-481-0499
INTRINSIC INVESTORS LLC
Wauwatosa, WI
AUM
$129.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
414-831-5700
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
COAST ADVISORY LLC
East Troy, WI
AUM
$122.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
262-977-9907
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
VALLEY WEALTH MANAGEMENT
Oshkosh, WI
AUM
$111.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
920-966-9520
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
MORGAN-ALY WEALTH MANAGEMENT, LLC
Waukesha, WI
AUM
$105.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2626910100
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