Fee-OnlyFinder

Advisers in Brookfield, WI

14 advisers in Brookfield — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (8)Flat / fixed fees (11)% of assets managed (13)Retirement plan consulting (5)

All advisers

Annex 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 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 reportedBrook Capital675 N.barker Road, Suite #200 · Brookfield, WI 53045 · (262) 784-7205 · Financial planningCRD 130919 · % of assets, Hourly charges, Fixed fees · $283.3 million AUMSEC registeredNo commissions reportedBultman Investment Management, INC.611 N. Barker Rd, Suite 100 · Brookfield, WI 53045 · (262) 259-0777 · Flat / fixed feesCRD 106283 · % of assets, Fixed fees · $52.0 million AUMState registeredNo commissions reportedCharter Capital Management, INC13805 W Burleigh Road, Suite 100 · Brookfield, WI 53005 · (414) 257-3700 · Financial planningCRD 35919 · % of assets · $462.2 million AUMSEC registeredNo commissions reportedEntasis Asset Management LLC200 S Executive Dr., Suite 101 · Brookfield, WI 53005 · (262) 754-5299 · Financial planningCRD 282711 · % of assets, Fixed fees · $197.9 million AUMSEC registeredNo commissions reportedEnvision Financial LLC375 Bishops Way Suite 232 · Brookfield, WI 53005 · (262) 354-7155 · Financial planningCRD 314365 · % of assets · $352.9 million AUMSEC registeredNo commissions reportedFinancial Strategies, INC.13555 Bishops Court, Suite 340 · Brookfield, WI 53005 · (262) 821-1664 · Financial planningCRD 113097 · % of assets, Hourly charges, Fixed fees · $149.8 million AUMSEC registeredNo commissions reportedGranite Financial Group175 N. Patrick Blvd., Suite 170 · Brookfield, WI 53045 · (262) 792-1111 · Financial planningCRD 168675 · % of assets, Hourly charges, Fixed fees · $186.2 million AUMSEC registeredNo commissions reportedKult Wealth Management Group, LLC17100 W North Ave Suite 202 · Brookfield, WI 53005 · (262) 787-0704 · % of assets managedCRD 126740 · % of assets, Other · $135.1 million AUMSEC registeredNo commissions reported
Midwest Wealth Solutions LLC19575 Janacek CT 104 · Brookfield, WI 53045 · (414) 777-0700 · Financial planningCRD 291528 · % of assets, Hourly charges, Fixed fees · $29.1 million AUMState registeredNo commissions reportedReal Wealth Advisors LLC300 North Executive Dr, Suite 125 · Brookfield, WI 53005 · (414) 808-2345 · Financial planningCRD 318143 · Fixed fees, OtherState registeredNo commissions reportedReview Services INC13255 West Bluemound Road, Suite 205 · Brookfield, WI 53005 · (262) 784-9690 · Financial planningCRD 110277 · % of assets, Hourly charges, Fixed fees · $227.4 million AUMSEC registeredNo commissions reportedSterling Capital Management INC17160 W. North Ave, Suite 200 · Brookfield, WI 53005 · (262) 970-9700 · Financial planningCRD 106822 · % of assets, Hourly charges, Fixed fees · $296.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Brookfield? 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.