Fee-OnlyFinder

Advisers in Green Bay, WI

10 advisers in Green Bay — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (3)Flat / fixed fees (4)

All advisers

Associated Investment Services, INC.433 Main Street · Green Bay, WI 54301 · (800) 595-7722 · Financial planningCRD 1464 · % of assets · $1.2 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 reportedChambers Financial Group, LLC.2010 Velp Ave. · Green Bay, WI 54303 · (920) 661-9000 · % of assets managedCRD 293191 · % of assets · $56.2 million AUMState registeredNo commissions reportedKcd Financial, INC.3061 Allied Street, Suite B · Green Bay, WI 54304 · (920) 347-3400 · Financial planningCRD 127473 · % of assets, Hourly charges, Fixed fees · $202.1 million AUMSEC registeredNo commissions reportedMacco Financial Group, INC.1138 Main Street · Green Bay, WI 54301 · (920) 617-6830 · Financial planningCRD 337398 · % of assets, Fixed fees · $277.8 million AUMSEC registeredNo commissions reportedMelotte Financial Advisors1150 Springhurst Drive, Suite 113 · Green Bay, WI 54304 · (920) 241-6632 · Financial planningCRD 286218 · % of assets · $97.6 million AUMState registeredNo commissions reportedNicolet Wealth Management111 N. Washington Street · Green Bay, WI 54301 · (920) 430-1400 · Financial planningCRD 283940 · % of assets · $4.3 billion AUMSEC registeredNo commissions reportedOnelegacy Advisors, LLC1150 Springhurst Drive, Suite Ll 205 · Green Bay, WI 54304 · (920) 250-7220 · % of assets managedCRD 328926 · % of assets · $5.0 million AUMState registeredNo commissions reportedPackerland Brokerage Services, INC.432 Security Blvd., Ste. 101 · Green Bay, WI 54313 · (920) 662-9500 · Financial planningCRD 37031 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedTitletown Wealth Management, LLC1221 Bellevue Street, Suite 102 · Green Bay, WI 54302 · (920) 468-7443 · Financial planningCRD 307752 · % of assets, Hourly charges, Fixed fees · $150.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Green Bay? 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.