Fiduciary advisors in Appleton, WI

15 registered advisers

Appleton is a Fox Valley city where paper industry legacy wealth and modern manufacturing sustain a regional advisory market, and 15 SEC-registered fiduciary firms serve local investors. Roughly 100% of registered fiduciary firms here are fee-only, totaling 15 practices.

AVAII WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #298165
Typical Fee1.55%
AUM$443M
Minimum--
Clients2,402

COLLAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #152325
Typical Fee1.50%
AUM$176M
Minimum--
Clients297

CONCEPTUAL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #167513
Typical Fee--
AUM$190M
Minimum--
Clients778

COPPER HARBOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #169978
Typical Fee--
AUM$665M
Minimum--
Clients228

CORNERSTONE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #324255
Typical Fee1.50%
AUM$220M
Minimum--
Clients1,429

ENDOWMENT WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #108652
Typical Fee--
AUM$428M
Minimum--
Clients2,403

ETF MODEL SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #168410
Typical Fee--
AUM$17M
Minimum--
Clients210

GATEWAY WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #322789
Typical Fee--
AUM$1.2B
Minimum--
Clients5,702

ISECTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #147589
Typical Fee--
AUM--
Minimum--
Clients--

KOM WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #142682
Typical Fee--
AUM$385M
Minimum--
Clients2,279

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #149830
Typical Fee--
AUM$1.0B
Minimum--
Clients2,913

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #154016
Typical Fee--
AUM$103M
Minimum--
Clients648

STONEHAVEN WEALTH & TAX SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #332731
Typical Fee--
AUM$154M
Minimum--
Clients856

SUMNICHT & ASSOCIATES, LLC

Fee-Only, No ConflictsClean Record
Appleton, WisconsinCRD #111421
Typical Fee--
AUM$100M
Minimum--
Clients69

WINCH FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #110194
Typical Fee--
AUM$511M
Minimum--
Clients2,345
Fiduciary Advisors in Appleton, Wisconsin | FiduciaryListings