Fiduciary advisors in De Pere, WI

3 registered advisers

De Pere's 3 SEC-registered fiduciary firms offer services ranging from retirement planning, portfolio management, and tax-aware investing. 2 are fee-only.

ANTHONY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #312256
Typical Fee--
AUM$27M
Minimum--
Clients1

N.E.W. ADVISORY SERVICES, LLC

Clean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #290405
Typical Fee--
AUM$1.3B
Minimum--
Clients8,245

VERUS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #323130
Typical Fee--
AUM$143M
Minimum--
Clients189
Fiduciary Advisors in De Pere, Wisconsin | FiduciaryListings