Fee-OnlyFinder

Financial planning in Appleton, WI

18 advisers in Appleton offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 18

Avaii 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 reportedCollar Capital Management, LLC100 West Lawrence St., Suite 418 · Appleton, WI 54911 · (920) 830-1556 · Financial planningCRD 152325 · % of assets, Fixed fees · $176.3 million AUMSEC registeredNo commissions reportedConceptual Financial Advisors, LLC2561 E. Calumet St. · Appleton, WI 54915 · (920) 731-9500 · Financial planningCRD 167513 · % of assets, Hourly charges, Fixed fees · $189.9 million AUMSEC registeredNo commissions reportedCopper Harbor Investment Advisors, LLC250 North Metro Drive, Suite a · Appleton, WI 54913 · (920) 441-0300 · Financial planningCRD 169978 · % of assets, Hourly charges · $805.0 million AUMSEC registeredNo commissions reportedCornerstone Financial Group158 E Northland Ave · Appleton, WI 54911 · (920) 832-3821 · Financial planningCRD 324255 · % of assets, Hourly charges, Fixed fees · $220.2 million AUMSEC registeredNo commissions reportedDenarius Wealth Management3701 E Evergreen Dr Ste 225 · Appleton, WI 54913 · (920) 941-0225 · Financial planningCRD 168989 · % of assets, Hourly charges, Fixed fees · $3.8 million AUMState registeredNo commissions reportedEndowment Wealth Management, INC.W6272 Communication Court · Appleton, WI 54914 · (920) 785-6010 · Financial planningCRD 108652 · % of assets, Hourly charges, Fixed fees · $609.2 million AUMSEC registeredNo commissions reportedFinancial Advisory Group, INC.3601 Commerce Court, Suite 3 · Appleton, WI 54911 · (920) 810-0401 · Financial planningCRD 337686 · % of assets, Fixed fees · $4.2 million AUMState registeredNo commissions reportedFreedom Wealth LLC2935 N. Ballard Rd., Suite 2 · Appleton, WI 54911 · (920) 843-9800 · Financial planningCRD 327278 · % of assets · $6.3 million AUMState registeredNo commissions reportedGateway Wealth Partners, LLC100 W. Lawrence Street, Suite 304 · Appleton, WI 54911 · (920) 731-9293 · Financial planningCRD 322789 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported
Goalbridge Wealth Management, LLC2800 E. Enterprise Ave, Suite 201 · Appleton, WI 54913 · (920) 750-7262 · Financial planningCRD 285623 · % of assets, Fixed fees · $70.0 million AUMState registeredNo commissions reportedKolash Wealth Strategies, LLC2711 N. Mason Street · Appleton, WI 54914 · (920) 730-8040 · Financial planningCRD 158921 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reportedKom Wealth Management Group, LLC3601 E. Evergreen Drive, Suite 100 · Appleton, WI 54913 · (920) 733-3865 · Financial planningCRD 142682 · % of assets, Hourly charges, Fixed fees · $407.8 million AUMSEC registeredNo commissions reportedMcGlone Suttner Wealth Management, INC.3501 E Evergreen Drive, Ste a · Appleton, WI 54913 · (920) 882-5299 · Financial planningCRD 149830 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedProfessional Financial Management, INC.W6184 Aerotech Drive, Suite a · Appleton, WI 54914 · (920) 687-2600 · Financial planningCRD 154016 · % of assets, Hourly charges, Fixed fees · $115.5 million AUMSEC registeredNo commissions reportedStonehaven Wealth & Tax Solutions540 South Westland Drive · Appleton, WI 54914 · (920) 882-0427 · Financial planningCRD 332731 · % of assets · $168.2 million AUMSEC registeredNo commissions reportedSumnicht & Associates, LLC5485 W Grande Market Drive, Suite D · Appleton, WI 54913 · (920) 731-4455 · Financial planningCRD 111421 · % of assets, Hourly charges, Fixed fees · $107.9 million AUMSEC registeredNo commissions reportedWinch Financial424 E. Wisconsin Avenue · Appleton, WI 54911 · (920) 739-8577 · Financial planningCRD 110194 · % of assets, Hourly charges, Fixed fees · $580.2 million AUMSEC registeredNo commissions reported