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Advisors for under $500,000 in Wisconsin

All 268 advisors

Advisors for under $500,000 in Wisconsin: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Joel Revak Evexia Wealth Eau Claire Not listed Percentage of assets, Hourly
Justin Kelly Evexia Wealth Stevens Point Not listed Percentage of assets, Hourly
Kyler Ernst Evexia Wealth Stevens Point Not listed Percentage of assets, Hourly
Nicholas Mowry Fiat Lux Capital Management Waterford Not listed Percentage of assets
Abbey Spoo 808 Investments Ellsworth CFP Percentage of assets, Fixed fees
Andrea Bulen Shakespeare Wealth Management Pewaukee CFP Percentage of assets
Austin Nelson Toptier Wealth Management Muskego CFP Percentage of assets, Fixed fees
Baylee Saladis MBE Wealth Management Reedsburg CFP Percentage of assets, Hourly
Brian Ellenbecker Shakespeare Wealth Management Pewaukee CFP Percentage of assets
David Jones Jones Financial Consulting Eau Claire CFP Percentage of assets, Hourly
Eric Heiting Central Wealth Management Madison CFP, ChFC Percentage of assets, Fixed fees
Gary Brewton Titletown Wealth Management Green Bay CFP Percentage of assets, Hourly
Jacob Krueger MBE Wealth Management Reedsburg CFP Percentage of assets, Hourly
Jacob Mayer Cushing Capital Partners Delafield CFP Percentage of assets, Fixed fees
Jacob Shamban Fiduciary Financial Planning Network Onalaska CFP Percentage of assets, Fixed fees
James Cantrell Financial Strategies Brookfield CFP Percentage of assets, Hourly
Jason Henrich MBE Wealth Management Tomah CFP Percentage of assets, Hourly
Jason Mc Glone Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Jeremy Lipinski Lifelong Wealth Advisors Hudson CFP Percentage of assets, Fixed fees
John Weninger Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Joseph Martin Goalbridge Wealth Management Appleton CFP, CFA Percentage of assets, Fixed fees
Keith Peters Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Kevin Reardon Shakespeare Wealth Management Pewaukee CFP Percentage of assets
Mark Siekierski Blue Chip Financial Planning Oxford CFP Percentage of assets
Matthew Krueger Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Matthew Ottusch Cushing Capital Partners Delafield CFP Percentage of assets, Fixed fees
Michael Pruitt MBE Wealth Management Sun Prairie CFP Percentage of assets, Hourly
Michael Rottier Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Michael Smith T. Anton Investment House Madison CFP Percentage of assets
Peter Van Beek Mcglone Suttner Wealth Management Appleton CFP, ChFC Percentage of assets, Hourly
Ricky Pickle Pro Advisors, LTD. DBA R J Pickle Financial Services Prescott CFP Percentage of assets
Robert Riedl Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Ronald Kolash Kolash Wealth Strategies Appleton CFP Percentage of assets, Hourly
Ryan Rink Shakespeare Wealth Management Pewaukee CFP, ChFC Percentage of assets
Samuel Moore Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Thomas Kiernan Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Thomas Suttner Mcglone Suttner Wealth Management Appleton CFP, ChFC Percentage of assets, Hourly
Tracey Anton T. Anton Investment House Madison CFP Percentage of assets
Vincent Tortorici Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Wendy Peperkorn Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Ashley Fredricks Entasis Asset Management Brookfield PFS Percentage of assets, Fixed fees
Brian Cayon Fortress Planning Group Pewaukee CFA Percentage of assets
Brian Much Stonehaven Wealth & Tax Solutions Appleton PFS Percentage of assets
Charles Batchelor Entasis Asset Management Brookfield CFA Percentage of assets, Fixed fees
Jamie Brown Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Michael Peters Entasis Asset Management Brookfield CFA Percentage of assets, Fixed fees
Michael Scalise Summit Financial Management Mequon CFA Percentage of assets, Hourly
Prateek Mehrotra Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Robert Riedl Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Adam Gafner Titletown Wealth Management Green Bay Not listed Percentage of assets, Hourly