Fee-OnlyFinder

Advisers in Wisconsin

244 advisers in 71 Wisconsin cities, 244 registered with SEC or state.

Financial planning (178)Hourly fees (114)Flat / fixed fees (143)% of assets managed (234)Retirement plan consulting (67)

Cities

Milwaukee40 advisersMadison36 advisersAppleton21 advisersBrookfield14 advisersGreen Bay10 advisersMequon10 advisersWaukesha8 advisersMiddleton6 advisersWausau6 advisersWest Bend5 advisersWauwatosa4 advisersEau Claire4 advisersHartland3 advisersDelafield3 advisersAltoona3 advisersOshkosh3 advisersElm Grove3 advisersPewaukee3 advisersLake Geneva3 advisersKenosha3 advisersWaunakee2 advisersLa Crosse2 advisersWisconsin Rapids2 advisersVerona2 advisersNeenah2 advisersOak Creek1 adviserHortonville1 adviserMuskego1 adviserCrivitz1 adviserEast Troy1 adviserFort Atkinson1 adviserDepere1 adviserSharon1 adviserGermantown1 adviserPlover1 adviserStevens Point1 adviserWaterford1 adviserOnalaska1 adviserMount Pleasant1 adviserHayward1 adviserColumbus1 adviserTwo Rivers1 adviserSheboygan1 adviserAmery1 adviserRhinelander1 adviserDousman1 adviserSuperior1 adviserHudson1 adviserTomah1 adviserGreendale1 adviserMishicot1 adviserHales Corners1 adviserMcFarland1 adviserCedarburg1 adviserBelgium1 adviserRiver Falls1 adviserPort Washington1 adviserManitowoc1 adviserEvansville1 adviserMarshfield1 adviserMenomonee Falls1 adviserPlatteville1 adviserSister Bay1 adviserGreenfield1 adviserThiensville1 adviserJanesville1 adviserDe Pere1 adviserHobart1 adviserMenasha1 adviserSun Prairie1 adviserFitchburg1 adviser

Top advisers in Wisconsin

1492 Capital Management, LLC111 East Wisconsin Avenue, Suite 1300 · Milwaukee, WI 53202 · (414) 276-1492 · Financial planningCRD 148566 · % of assets, Fixed fees, Other · $274.6 million AUMSEC registeredNo commissions reported1834 Investment Advisors CO.511 N Broadway, Suite 801 · Milwaukee, WI 53202 · (414) 615-1012 · Financial planningCRD 105435 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reported2nd Market Capital Advisory Corp.650 N. High Point Road · Madison, WI 53717 · (608) 833-7793 · % of assets managedCRD 111562 · % of assets, Performance-based fees, Other · $47.2 million AUMState registeredNo commissions reported401k Investment Professionals114 E. Main St., Suite 213 · Waunakee, WI 53597 · (608) 334-9367 · Financial planningCRD 282495 · % of assets, Hourly charges, Fixed fees · $311.0 million AUMSEC registeredNo commissions reportedA to Z Financial Planning LLC7071 S. 13th Street, Suite 104 · Oak Creek, WI 53154 · (414) 856-9800 · Financial planningCRD 146960 · % of assets · $49.8 million AUMState registeredNo commissions reportedAdvisors Management Group INC505 King St Ste 208 · La Crosse, WI 54601 · (608) 782-0200 · Financial planningCRD 113020 · % of assets, Hourly charges, Fixed fees · $819.6 million AUMSEC registeredNo commissions reportedAegis Wealth Advisors. LLC1208 State Road 83 · Hartland, WI 53029 · (262) 369-5200 · Financial planningCRD 136815 · % of assets · $30.4 million AUMState registeredNo commissions reportedAffiliated Financial Advisors INC2600 North Mayfair Rd., Suite 200 · Milwaukee, WI 53226 · (414) 476-4999 · % of assets managedCRD 108154 · % of assets · $541.5 million AUMSEC registeredNo commissions reportedAllison & Company Financial Counselors, LLC207 E Buffalo St, Suite 553 · Milwaukee, WI 53202 · (414) 299-8434 · Financial planningCRD 129665 · % of assets, Hourly charges · $52.5 million AUMState registeredNo commissions reportedAlpha Investment Consulting Group, LLC111 East Kilbourn Avenue, Suite 1600 · Milwaukee, WI 53202 · (414) 319-4100 · Flat / fixed feesCRD 139721 · % of assets, Fixed fees · $713.6 million AUMSEC registeredNo commissions reportedAmerican Investment Advisors INC3330 University Ave Ste 120 · Madison, WI 53705 · (608) 238-3500 · Financial planningCRD 104579 · % of assets · $137.9 million AUMSEC registeredNo commissions reportedAnalytical Investment Services1523 Rose Street, Ste 8 · La Crosse, WI 54603 · (608) 781-8444 · % of assets managedCRD 111235 · % of assets · $7.5 million AUMState registeredNo commissions reportedAnew Advisors, LLC11220 W Burleigh St, Suite 100 · Wauwatosa, WI 53222 · (414) 704-2875 · Financial planningCRD 316462 · % of assets, Hourly charges, Fixed fees · $79.3 million AUMState registeredNo commissions reportedAnnex Wealth Management, LLC17950 W. Corporate Drive, Suite 300 · Brookfield, WI 53045 · (262) 786-6363 · Financial planningCRD 127987 · % of assets, Hourly charges, Fixed fees · $8.1 billion AUMSEC registeredNo commissions reportedApex Fiduciary Advisors LLC8500 Greenway Blvd Ste 105 · Middleton, WI 53562 · (608) 644-5055 · Financial planningCRD 313555 · % of assets, Fixed fees · $47.8 million AUMState registeredNo commissions reportedAppleton Investment Management INC.209 Emily Way · Hortonville, WI 54944 · (920) 540-9650 · Flat / fixed feesCRD 113576 · % of assets, Subscription fees, Fixed fees · $1.1 million AUMState registeredNo commissions reportedArcataur Capital Management LLC826 North Plankinton Avenue, Suite 300 · Milwaukee, WI 53203 · (414) 225-8200 · % of assets managedCRD 124663 · % of assets · $469.5 million AUMSEC registeredNo commissions reportedArtisan Partners Limited Partnership875 East Wisconsin Avenue, Suite 800 · Milwaukee, WI 53202 · (414) 390-6100 · % of assets managedCRD 150114 · % of assets, Performance-based fees · $183.6 billion AUMSEC registeredNo commissions reportedAsc 401(k) Management4321 W. College Ave, Suite 200 · Appleton, WI 54914 · (920) 888-1272 · Hourly feesCRD 220516 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMState registeredNo commissions reportedAssociated Investment Services, INC.433 Main Street · Green Bay, WI 54301 · (800) 595-7722 · Financial planningCRD 1464 · % of assets · $1.2 billion AUMSEC registeredNo commissions reportedAssociated Retirement Planners, INC.1212 Grand Ave, 18 · Wausau, WI 54403 · (715) 845-4367 · Financial planningCRD 146922 · % of assets, Hourly chargesState registeredNo commissions reportedAtlatl Advisers2921 Landmark Place, Ste 501 · Madison, WI 53713 · (608) 351-4500 · Financial planningCRD 284036 · % of assets, Hourly charges, Fixed fees · $392.7 million AUMSEC registeredNo commissions reportedAurea Investments LLC342 N Water St Suite 600 · Milwaukee, WI 53202 · (414) 236-6960 · Financial planningCRD 336580 · % of assets · $596,000 AUMState registeredNo commissions reportedAvaii Wealth Management, LLC2101 N Casaloma Dr · Appleton, WI 54913 · (920) 214-1212 · Financial planningCRD 298165 · % of assets, Hourly charges, Fixed fees · $602.8 million AUMSEC registeredNo commissions reportedBaker Tilly Wealth Management, LLC4807 Innovate Lane · Madison, WI 53718 · (833) 761-0673 · Financial planningCRD 167811 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedBarington Capital Management, LLC926 Willard Dr., Suite 222 · Green Bay, WI 54304 · (920) 770-5073 · Financial planningCRD 282826 · % of assets · $47.0 million AUMState registeredNo commissions reportedBeadell a D Investment Counsel INC10224 N Port Washington Road · Mequon, WI 53092 · (262) 241-0331 · % of assets managedCRD 106946 · % of assets · $250.0 million AUMSEC registeredNo commissions reportedBehl Wealth Management524 Milwaukee St, Suite 325 · Delafield, WI 53018 · (262) 275-4025 · Financial planningCRD 300281 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reportedBernicke Wealth Management1565 Bluestem Blvd. · Altoona, WI 54720 · (715) 832-1173 · Financial planningCRD 335431 · % of assets, Fixed fees · $887.4 million AUMSEC registeredNo commissions reportedBkm Wealth Management20300 Water Tower Boulevard, Suite 250 · Brookfield, WI 53045 · (262) 955-7147 · Financial planningCRD 323928 · % of assets, Hourly charges, Fixed fees · $651.8 million AUMSEC registeredNo commissions reported