Candice Genrich
BREAKTHRU Family · Muskego, Wisconsin
Candice Genrich is a fee-only financial advisor at BREAKTHRU Family in Muskego, Wisconsin. Candice focuses on family wealth transfer and small business owners. BREAKTHRU Family reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | BREAKTHRU Family |
|---|---|
| Based in | Muskego, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Assets under management | $125.7M across 82 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8231960 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | breakthrufamily.com |
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Questions about Candice
Is Candice Genrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Candice holds no broker registration, and BREAKTHRU Family reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Candice charge for financial advice?
Candice's firm, BREAKTHRU Family, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Candice charge?
According to BREAKTHRU Family's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Candice Genrich based?
Candice Genrich is based in Muskego, Wisconsin.
What does Candice specialize in?
Candice's specialties include family wealth transfer and small business owners. Candice works with founders, multi-generational families and ultra high net worth.
Is Candice Genrich registered with the SEC?
Yes. Candice Genrich is registered as an investment adviser representative in WI (CRD 8231960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BREAKTHRU Family manage?
BREAKTHRU Family reports $125.7M across 82 accounts in assets under management.
How do I contact Candice Genrich?
Through Candice's website, breakthrufamily.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BREAKTHRU Family website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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