Fee-OnlyFinder

Hourly fees in West Bend, WI

4 advisers in West Bend offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 4

Capital Wealth Advisors, LTD.1755 W. Paradise Dr. · West Bend, WI 53095 · (262) 306-0066 · Hourly feesCRD 155263 · % of assets, Hourly charges, Fixed fees · $126.1 million AUMSEC registeredNo commissions reportedClient First Investment Management LLC215 N. Main Street, Suite 1040 · West Bend, WI 53095 · (262) 335-1700 · Financial planningCRD 282600 · % of assets, Hourly charges, Fixed fees · $271.9 million AUMSEC registeredNo commissions reportedCwp Private Wealth Management1755 W. Paradise Dr. · West Bend, WI 53095 · (262) 226-2729 · Financial planningCRD 281520 · % of assets, Hourly charges, Fixed fees · $276.1 million AUMSEC registeredNo commissions reportedLarson Wealth Management, LLC1755 West Paradise Drive · West Bend, WI 53095 · (262) 353-9700 · Financial planningCRD 168272 · % of assets, Hourly charges, Fixed fees · $59.2 million AUMState registeredNo commissions reported