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 SalesTypical Fee--
AUM$8.1B
Minimum--
Clients22,003
BKM WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$652M
Minimum--
Clients1,921
BROOK CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$283M
Minimum--
Clients1,490
CHARTER CAPITAL MANAGEMENT, INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$412M
Minimum--
Clients377
ENTASIS ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$171M
Minimum--
Clients465
ENVISION FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$252M
Minimum--
Clients108
FINANCIAL STRATEGIES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$137M
Minimum--
Clients554
FRANCIS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
GRANITE FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$186M
Minimum--
Clients489
KULT WEALTH MANAGEMENT GROUP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$135M
Minimum--
Clients69
MLG FUND MANAGER LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$147M
Minimum--
Clients2
REVIEW SERVICES INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$189M
Minimum--
Clients761
STERLING CAPITAL MANAGEMENT INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$255M
Minimum--
Clients413