Fiduciary advisors in Middleton, WI
4 registered advisers
With 4 SEC-registered fiduciary advisors, Middleton is a smaller Wisconsin advisory market. 3 are fee-only.
CANOPY WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients2,608
GOOGINS ADVISORS, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$501M
Minimum--
Clients1,687
JACOBSON & SCHMITT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$590M
Minimum--
Clients1,149
MILESTONE INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$824M
Minimum--
Clients1,247