Fiduciary advisors in Mequon, WI
6 registered advisers
Across Wisconsin, smaller markets like Mequon maintain independent advisory options. In Mequon, 6 fiduciary advisors hold SEC registration, with 6 operating as fee-only practices.
BEADELL A D INVESTMENT COUNSEL INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients130
DENALI WEALTH MANAGEMENT, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$183M
Minimum--
Clients376
REINHART PARTNERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.9B
Minimum--
Clients263
RICHMOND INVESTMENT SERVICES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$393M
Minimum--
Clients1,306
SPECTRUM INVESTMENT ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$850M
Minimum--
Clients1,026
THE KIECKHEFER GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$241M
Minimum--
Clients148