Fee-OnlyFinder

Advisers in Wausau, WI

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

Hourly fees (4)Flat / fixed fees (4)% of assets managed (5)

All advisers

Associated Retirement Planners, INC.1212 Grand Ave, 18 · Wausau, WI 54403 · (715) 845-4367 · Financial planningCRD 146922 · % of assets, Hourly chargesState registeredNo commissions reportedBorger Capital Management LLC1606 Meadowview Road · Wausau, WI 54403 · (715) 301-8111 · Financial planningCRD 323065 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedBuska Wealth Management, LLC510 N. 17th Avenue, Suite a · Wausau, WI 54401 · (715) 355-4445 · Financial planningCRD 170627 · % of assets, Fixed fees · $538.7 million AUMSEC registeredNo commissions reportedHoff Private Wealth505 S 24th Ave, Suite 102 · Wausau, WI 54401 · (715) 841-0405 · Financial planningCRD 301001 · % of assets · $177.5 million AUMSEC registeredNo commissions reportedMyfamilycfo, INC.500 N. 3rd Street, Suite 208-6 · Wausau, WI 54403 · (715) 241-6763 · Financial planningCRD 159400 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedPoint Wealth, LLC3319 Terrace CT. · Wausau, WI 54401 · (715) 870-2450 · Financial planningCRD 315625 · % of assets, Hourly charges, Fixed fees · $32.3 million AUMState registeredNo commissions reported
Talking to advisers in Wausau? 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.