Fee-OnlyFinder

% of assets managed in Wausau, WI

5 advisers in Wausau offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 5

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 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