Top financial advisors in Wausau, WI
We’ve curated a list of the best financial advisors in Wausau, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$106,990,980
Number of advisors
3 advisors
| $106,990,980 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wausau, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wausau. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Hoff Private Wealth
Hoff Brothers, LLC, operating as Hoff Private Wealth, is a Limited Liability Company established in November 2016 by Daniel Robert Hoff and Derek Mitchell Taylor Hoff. The firm offers financial planning services covering investment, tax, retirement, and debt planning, among others. Portfolio management services are tailored to individual client goals, with a focus on investment strategy, asset allocation, and risk tolerance. HPW requests discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm specializes in mutual funds, fixed income securities, real estate funds, equities, and other investments. Clients have the option to impose restrictions on investments based on personal values. HPW does not participate in wrap fee programs and has assets under management totaling $106,990,980 for discretionary amounts and $123,459 for non-discretionary amounts as of December 2023. The fee structure is tiered based on assets under management, with fees negotiable and refundable within specific timeframes. HPW conducts periodic reviews of client accounts and provides regular reports. The firm does not accept performance-based fees, has no disciplinary actions, and acts in the best interest of clients. Clients are responsible for third-party fees, and HPW does not receive compensation for the sale of investment products. The firm provides detailed information on its brokerage practices, investment discretion, and proxy voting policies. Hoff Private Wealth does not have financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.
$106,990,980 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wausau, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wausau. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.