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Financial planning in Brookfield, WI

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

All 12

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 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 reportedMidwest 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 reported
Review 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