Fee-OnlyFinder

Advisers in Middleton, WI

6 advisers in Middleton — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Apex Fiduciary Advisors LLC8500 Greenway Blvd Ste 105 · Middleton, WI 53562 · (608) 644-5055 · Financial planningCRD 313555 · % of assets, Fixed fees · $47.8 million AUMState registeredNo commissions reportedCanopy Wealth Management8215 Greenway Boulevard, Suite 540 · Middleton, WI 53562 · (608) 662-9018 · Financial planningCRD 297717 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reportedJacobson & Schmitt Advisors, LLC8333 Greenway Blvd, Suite 330 · Middleton, WI 53562 · (608) 662-7500 · Financial planningCRD 140431 · % of assets, Fixed fees · $676.4 million AUMSEC registeredNo commissions reportedMilestone Investment Advisors, LLC6702 Stonefield Road, Suite 201 · Middleton, WI 53562 · (608) 826-5730 · Financial planningCRD 168429 · % of assets, Hourly charges · $877.6 million AUMSEC registeredNo commissions reportedSentinel Advisory Group, LLC1600 Aspen Commons, Suite 825 · Middleton, WI 53562 · (608) 579-9350 · Financial planningCRD 338121 · % of assets, Fixed fees · $320.8 million AUMSEC registeredNo commissions reportedTrinity Financial Planning6405 Century Ave #104 · Middleton, WI 53562 · (608) 999-4049 · Financial planningCRD 115924 · % of assets, Fixed fees · $102.9 million AUMState registeredNo commissions reported
Talking to advisers in Middleton? 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.