Fee-OnlyFinder

Flat / fixed fees in Waukesha, WI

5 advisers in Waukesha 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 5

Capital Innovations, LLCN19w24400 Riverwood Dr, Suite 350 · Waukesha, WI 53188 · (262) 746-3100 · Flat / fixed feesCRD 145329 · % of assets, Fixed fees · $806.7 million AUMSEC registeredNo commissions reportedDana Investment Advisors INC20700 Swenson Drive, Suite 400 · Waukesha, WI 53186 · (262) 782-3631 · Flat / fixed feesCRD 105879 · % of assets, Fixed fees, Performance-based fees · $6.1 billion AUMSEC registeredNo commissions reportedEllenbecker Investment GroupN21 W23350 Ridgeview Parkway · Waukesha, WI 53188 · (262) 691-3200 · Financial planningCRD 173851 · % of assets, Fixed fees, Other · $2.1 billion AUMSEC registeredNo commissions reportedGlobal View Capital Management LLCN14 W23833 Stone Ridge Dr - Suite 350 · Waukesha, WI 53188 · (262) 650-1030 · Financial planningCRD 158292 · % of assets, Hourly charges, Fixed fees · $775.2 million AUMSEC registeredNo commissions reportedIag Wealth Partners, LLCN19 W24200 Riverwood Drive, Suite 150 · Waukesha, WI 53188 · (262) 446-8150 · Financial planningCRD 109721 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported