Advisers in Pewaukee, WI

3 advisers in Pewaukee — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

FiduciaoneN27 W23953 Paul Rd., Suite 105 · Pewaukee, WI 53072 · (262) 465-6877 · Financial planningCRD 327737 · % of assets, Hourly charges, Fixed fees · $35.4 million AUMState registeredNo commissions reported Fortress Planning GroupN17w24222 Riverwood Dr., Suite 145 · Pewaukee, WI 53188 · (262) 264-5838 · Financial planningCRD 157900 · % of assets · $345.3 million AUMSEC registeredNo commissions reported Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive, Suite 101 · Pewaukee, WI 53072 · (262) 814-1600 · Financial planningCRD 111950 · % of assets · $641.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Pewaukee? 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.