AUM
$99.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
312 961 7149
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in WI
248 advisers found
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
SUMMIT INVESTMENT MANAGEMENT, LTD.
Greenfield, WI
AUM
$87.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
414-291-4488
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
PORTSIDE INVESTMENT ADVISORS, LLC
Port Washington, WI
AUM
$76.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
262-518-0347
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
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
CHAMBERS FINANCIAL GROUP, LLC.
Green Bay, WI
AUM
$56.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
920-661-9000
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
2ND MARKET CAPITAL ADVISORY CORP.
Madison, WI
AUM
$47.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
608-833-7793