Fiduciary advisors in West Bend, WI

3 registered advisers

West Bend, Wisconsin has 3 SEC-registered fiduciary advisory firms, 3 of which are fee-only.

CAPITAL WEALTH ADVISORS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #155263
Typical Fee--
AUM$114M
Minimum--
Clients530

CLIENT FIRST INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #282600
Typical Fee--
AUM$272M
Minimum--
Clients1,578

CWP PRIVATE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
West Bend, WisconsinCRD #281520
Typical Fee--
AUM$222M
Minimum--
Clients1,053
Fiduciary Advisors in West Bend, Wisconsin | FiduciaryListings