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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
Angela Tille Portfolio Design Services River Falls Not listed Percentage of assets, Hourly
Austin Lins MBE Wealth Management Sauk City Not listed Percentage of assets, Hourly
Austin Luedtke Luedtke & Associates Adell Not listed Percentage of assets, Hourly
Barry Denny Denny, Barry T. Lake Mills Not listed Percentage of assets
Benjamin Gibson Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Benjamin Gilkay Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Bradley Olson Portfolio Design Services River Falls Not listed Percentage of assets, Hourly
Brenda Sims T. Anton Investment House Madison Not listed Percentage of assets
Brent Brinker MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Caleb Franson Franson Financial Hayward Not listed Percentage of assets, Hourly
Calvin Peterson MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Cari Domask Luedtke & Associates Adell Not listed Percentage of assets, Hourly
Carilu Robinson Prophet Wealth Management Kenosha Not listed Percentage of assets, Hourly
Catherine Milligan Fortress Planning Group Pewaukee Not listed Percentage of assets
Chadwick Gaffney MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Christine Sharratt Elevated Private Wealth Hartland Not listed Percentage of assets
Cole Fleischmann Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Craig Gonn Vision Financial Services Grafton Not listed Percentage of assets, Hourly
Daniel Fox Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
David Donze Freedom Wealth Appleton Not listed Percentage of assets
David Lacroix Entasis Asset Management Brookfield Not listed Percentage of assets, Fixed fees
Duncan McKinley Mckinley Money Madison Not listed Percentage of assets, Hourly
Dustin Dupart Elevated Private Wealth Hartland Not listed Percentage of assets
Isaac Charpentier Shakespeare Wealth Management Pewaukee Not listed Percentage of assets
Isaac Franson Franson Financial Hayward Not listed Percentage of assets, Hourly
Jake Perrine Fortress Planning Group Pewaukee Not listed Percentage of assets
Jaydon Wargin Liberty Financial Group Elm Grove Not listed Percentage of assets, Hourly
Jeremiah Olson Diamond Wealth Partners Lodi Not listed Percentage of assets, Hourly
John Geder Geder Investment Management Elm Grove Not listed Percentage of assets, Hourly
John Schroder Lindenwood Financial Madison Not listed Percentage of assets, Fixed fees
Jonathan Kaiser J Kaiser Management Ladysmith Not listed Percentage of assets, Hourly
Jonathan Thompson Cushing Capital Partners Delafield Not listed Percentage of assets, Fixed fees
Joseph Berry MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Joseph Hoffart Wealth Planning Advisors Stoughton Not listed Percentage of assets, Fixed fees
Joseph Weber Integrated Financial Solutions Wauwatosa Not listed Percentage of assets, Hourly
Julie Endicott LVZ Green Lake Not listed Percentage of assets, Hourly
Justin Philipp MBE Wealth Management Baraboo Not listed Percentage of assets, Hourly
Kathryn Wiegrefe Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Kevin McKinley Mckinley Money Eau-Claire Not listed Percentage of assets, Hourly
Kevin Sandieson Fortress Planning Group Pewaukee Not listed Percentage of assets
Kristopher Sharpe Behl Wealth Management Delafield Not listed Percentage of assets, Hourly
Kylie Coenen Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Ludger Borger Borger Capital Management Wausau Not listed Percentage of assets, Hourly
Marc Hujik Prophet Wealth Management Kenosha Not listed Percentage of assets, Hourly
Matthew Suttner Mcglone Suttner Wealth Management Appleton Not listed Percentage of assets, Hourly
Maximillion Goulet Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Michael Brusko Toptier Wealth Management Muskego Not listed Percentage of assets, Fixed fees
Michael Greiber Greiber Capital Management Wauankee Not listed Percentage of assets
Michael Swartz Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Michael Wesolowski Liberty Financial Group Elm Grove Not listed Percentage of assets, Hourly