Advisers in Marquette, MI

4 advisers in Marquette — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)% of assets managed (3)

All advisers

B.a. Roberts Financial Services, INC.989 West Washington Street, Suite 101 · Marquette, MI 49855 · (906) 228-5564 · Financial planningCRD 289856 · % of assets, Hourly charges, Fixed fees · $373.9 million AUMSEC registeredNo commissions reported Dv Kill Advisory Services, LLC936 Sherman Street · Marquette, MI 49855 · (906) 250-9363 · Financial planningCRD 172883 · % of assets, Hourly charges · $5.1 million AUMState registeredNo commissions reported Northern Edge Wealth Management2424 US Highway 41 West · Marquette, MI 49855 · (906) 228-6018 · Financial planningCRD 338102 · % of assets, Hourly charges, Fixed fees · $246.9 million AUMSEC registeredNo commissions reported Planpath Financial708 Chippewa Square #9 · Marquette, MI 49855 · (906) 261-0097 · Financial planningCRD 330175 · Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reported

Talking to advisers in Marquette? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.