Fee-OnlyFinder

Advisers in Eau Claire, WI

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

Financial planning (3)Hourly fees (3)% of assets managed (3)

All advisers

Capital Coordinators Company307 S. Farwell Street · Eau Claire, WI 54701 · (715) 832-1451 · Financial planningCRD 113068 · Hourly chargesState registeredNo commissions reportedKeystone Financial4252 Southtowne Drive, Suite D · Eau Claire, WI 54701 · (715) 835-6022 · Financial planningCRD 336237 · % of assets, Hourly charges, Fixed fees · $51.2 million AUMState registeredNo commissions reportedMcKinley Money, LLCN3579 1010th St · Eau-Claire, WI 54703 · (715) 835-2732 · Financial planningCRD 145571 · % of assets, Hourly charges · $163.7 million AUMSEC registeredNo commissions reportedRj Hill's Financial Services, LLC10 Platt Street · Eau Claire, WI 54703 · (715) 514-4034 · % of assets managedCRD 164682 · % of assets · $4.4 million AUMState registeredNo commissions reported
Talking to advisers in Eau Claire? 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.