Fiduciary advisors in Brookfield, WI

13 registered advisers

Brookfield is a Milwaukee suburb that functions as the metro's wealth management corridor, with multiple advisory firms clustered along Bluemound Road. Roughly 92% of registered fiduciary firms here are fee-only, totaling 12 practices. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

ANNEX WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #127987
Typical Fee--
AUM$8.1B
Minimum--
Clients22,003

BKM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #323928
Typical Fee--
AUM$652M
Minimum--
Clients1,921

BROOK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #130919
Typical Fee--
AUM$283M
Minimum--
Clients1,490

CHARTER CAPITAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #35919
Typical Fee--
AUM$412M
Minimum--
Clients377

ENTASIS ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #282711
Typical Fee--
AUM$171M
Minimum--
Clients465

ENVISION FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #314365
Typical Fee--
AUM$252M
Minimum--
Clients108

FINANCIAL STRATEGIES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #113097
Typical Fee--
AUM$137M
Minimum--
Clients554

FRANCIS LLC

Fee-Only, No ConflictsClean Record
Brookfield, WisconsinCRD #130687
Typical Fee--
AUM--
Minimum--
Clients--

GRANITE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #168675
Typical Fee--
AUM$186M
Minimum--
Clients489

KULT WEALTH MANAGEMENT GROUP, LLC

Fee-Only, No ConflictsClean Record
Brookfield, WisconsinCRD #126740
Typical Fee--
AUM$135M
Minimum--
Clients69

MLG FUND MANAGER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #335692
Typical Fee--
AUM$147M
Minimum--
Clients2

REVIEW SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #110277
Typical Fee--
AUM$189M
Minimum--
Clients761

STERLING CAPITAL MANAGEMENT INC

Clean RecordAlso Compensated via Brokerage
Brookfield, WisconsinCRD #106822
Typical Fee--
AUM$255M
Minimum--
Clients413
Fiduciary Advisors in Brookfield, Wisconsin | FiduciaryListings