Flat / fixed fees in Wausau, WI

4 advisers in Wausau 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 4

Borger 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 reported Buska 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 reported Myfamilycfo, INC.500 N. 3rd Street, Suite 208-6 · Wausau, WI 54403 · (715) 241-6763 · Financial planningCRD 159400 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported Point 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