Fee-OnlyFinder

Flat / fixed fees in Milwaukee, WI

17 advisers in Milwaukee offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 17

1492 Capital Management, LLC111 East Wisconsin Avenue, Suite 1300 · Milwaukee, WI 53202 · (414) 276-1492 · Financial planningCRD 148566 · % of assets, Fixed fees, Other · $274.6 million AUMSEC registeredNo commissions reported1834 Investment Advisors CO.511 N Broadway, Suite 801 · Milwaukee, WI 53202 · (414) 615-1012 · Financial planningCRD 105435 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedAlpha Investment Consulting Group, LLC111 East Kilbourn Avenue, Suite 1600 · Milwaukee, WI 53202 · (414) 319-4100 · Flat / fixed feesCRD 139721 · % of assets, Fixed fees · $713.6 million AUMSEC registeredNo commissions reportedCampbell Newman Asset Management INC330 East Kilbourn Avenue, Suite 1125 · Milwaukee, WI 53202 · (414) 908-6670 · Flat / fixed feesCRD 107003 · % of assets, Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedDiversified Management INC330 E. Kilbourn Ave., Suite 1475 · Milwaukee, WI 53202 · (414) 292-1900 · Financial planningCRD 106680 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedFriedlander & CO INC322 E. Michigan Street Ste. 250 · Milwaukee, WI 53202 · (414) 273-0308 · Flat / fixed feesCRD 105150 · % of assets, Fixed fees · $564.8 million AUMSEC registeredNo commissions reportedHilltop Financial Advisors9000 W Chester St, Suite 100 · Milwaukee, WI 53214 · (414) 856-7100 · Financial planningCRD 274030 · % of assets, Hourly charges, Fixed fees · $24.5 million AUMState registeredNo commissions reportedJohnson Wealth INC.555 East Wells Street, Suite 1900 · Milwaukee, WI 53202 · (414) 291-4500 · Financial planningCRD 125557 · % of assets, Fixed fees · $10.3 billion AUMSEC registeredNo commissions reportedKademian Financial Group INC330 E. Kilbourn Ave Ste 1465 · Milwaukee, WI 53202 · (414) 289-9925 · Hourly feesCRD 109459 · % of assets, Hourly charges, Fixed fees · $62.7 million AUMState registeredNo commissions reportedKlcm Advisors, INC.330 E Kilbourn Avenue, Suite 1050 · Milwaukee, WI 53202 · (414) 765-1234 · Flat / fixed feesCRD 107847 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported
Korbitz Financial Planning LLC5225 North Ironwood Road, Suite 119 · Milwaukee, WI 53217 · (414) 979-1040 · Financial planningCRD 137361 · Hourly charges, Fixed feesState registeredNo commissions reportedMilborn Advisors, LTD301 N. Broadway, Suite 203 · Milwaukee, WI 53202 · (414) 585-0070 · Financial planningCRD 291305 · % of assets, Fixed fees · $107.7 million AUMSEC registeredNo commissions reportedOperose Advisors LLC731 North Water Street, Suite 790 · Milwaukee, WI 53202 · (414) 209-3280 · Financial planningCRD 287465 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedSimplicity Financial, LLC342 N Water Street, 6th Floor · Milwaukee, WI 53202 · (414) 207-6473 · Financial planningCRD 284578 · % of assets, Fixed fees, Other · $8.0 million AUMState registeredNo commissions reportedTidal Investments LLC234 West Florida Street, Suite 700 · Milwaukee, WI 53204 · (855) 843-2534 · Flat / fixed feesCRD 164201 · % of assets, Fixed fees · $45.8 billion AUMSEC registeredNo commissions reportedTranscend Advisor Group, LLC311 E Chicago Street, Suite 210 · Milwaukee, WI 53202 · (262) 884-9983 · Financial planningCRD 311746 · % of assets, Hourly charges, Fixed fees · $253.2 million AUMSEC registeredNo commissions reportedWarden Wealth Management, LLC600 East Wisconsin Ave, Suite 107 · Milwaukee, WI 53202 · (414) 270-4500 · Financial planningCRD 150493 · % of assets, Hourly charges, Fixed fees · $26.2 million AUMState registeredNo commissions reported