CIRCLE R WEALTH LLC
Crivitz, WI
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
715-927-5031
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI
209 advisers found
KOLASH WEALTH STRATEGIES, LLC
Appleton, WI
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
920-730-8040
FAMILY INVESTMENT PLANNING, LLC
Elm Grove, WI
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-435-0601
HARVEST HORIZON WEALTH STRATEGIES
Amery, WI
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
715-227-5207
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
LINDENWOOD FINANCIAL LLC
Madison, WI
AUM
$6.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
608-218-4646
FREEDOM WEALTH LLC
Appleton, WI
AUM
$6.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
920-843-9800
FINANCIAL ADVISORY GROUP, INC.
Appleton, WI
AUM
$4.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
920-810-0401
DENARIUS WEALTH MANAGEMENT
Appleton, WI
AUM
$3.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(920)941-0225
FRANSON FINANCIAL LLC
Hayward, WI
AUM
$2.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
715-919-0880
AUREA INVESTMENTS LLC
Milwaukee, WI
AUM
$300K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(646) 820-0840
ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.
Milwaukee, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
414-607-9310
BERTRAM FINANCIAL ADVISOR SERVICES
Mineral Point, WI
AUM
—
Financial Planning
Team
2 advisors
Clients
26-50
Fees
Fixed fees; ASSETS UNDER ADVISEMENT (AUA)
608-987-1511
BLACKHORN PARTNERS
Middleton, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-620-3775
CAPITAL COORDINATORS COMPANY
Eau Claire, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
715-832-1451
DIRECTION FINANCIAL MANAGEMENT, LLC
Germantown, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-333-3396
DREAM BIGGER FINANCIAL, LLC
Milwaukee, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
414-369-2249
FISCAL FITNESS, LLC
Verona, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
608-848-1133
GENTIAN FINANCIAL, INC.
Mequon, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
262-518-7575
GTG WEALTH MANAGEMENT, LLC
Elm Grove, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
262-796-1190
KAMKO FINANCIAL
Appleton, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
920-598-5988
KORBITZ FINANCIAL PLANNING LLC
Milwaukee, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(414) 979-1040
MYFAMILYCFO, INC.
Wausau, WI
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
715-241-6763
PERK PLANNING
Madison, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
608-628-8730