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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
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
SIMS CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$56.4M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM ANNUAL FEE
(414) 765-1107
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
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
ANTHONY CAPITAL MANAGEMENT, LLC
De Pere, WI
AUM
$37.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(561) 371-1303
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