Best Financial Advisors in WAUSAU, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$539M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WAUSAU
#1
100
WHALEN CAPITAL, INC.
WAUSAU, WI · Since 2024
$75M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
BUSKA WEALTH MANAGEMENT, LLC
WAUSAU, WI · Since 2021
$539M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100
HOFF PRIVATE WEALTH
WAUSAU, WI · Since 2024
$177M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
92
MIDWEST PROFESSIONAL PLANNERS, LTD.
WAUSAU, WI · Since 2011
$649M AUM15 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in WAUSAU?
The median advisory fee in WAUSAU, WI is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.