{
  "path": "/advisors/wi/green-bay/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/wi/green-bay/for-high-net-worth-individuals",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Green Bay, WI",
  "filters": {},
  "scope_total": 17,
  "faq": [
    {
      "q": "Which financial advisors in Green Bay, WI work with high-net-worth individuals?",
      "a": "17 investment advisory firms with a principal office in the Green Bay metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Green Bay, WI?",
      "a": "AdvisorCensus lists 22 investment advisory firms with a principal office in the Green Bay metro area, from Form ADV filings as of October 2026: 11 SEC-registered, 8 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Green Bay, WI?",
      "a": "8 of the 22 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Green Bay, WI offer financial planning?",
      "a": "14 of the 19 firms in Green Bay, WI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Green Bay, WI fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 17 investment advisory firms with a principal office in the Green Bay metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Green Bay has 22 investment advisory firms with a principal office in the metro area as of October 2026: 11 SEC-registered, 8 state-registered, and 3 exempt reporting advisers. 8 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 9 report under $100 million in regulatory assets under management. The metro area has 136,101 households, 11,696 of them with income of $200,000 or more, or 532 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Green Bay, WI: 17 firms from Form ADV filings as of October 2026.",
  "total_firms": 17,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 9,
    "state": 8,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 7
    },
    {
      "code": "percentage_of_aum",
      "count": 16
    },
    {
      "code": "hourly",
      "count": 5
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 9
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 7
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 5
    },
    {
      "code": "20_plus",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 5
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "crd_number": 1464,
      "name": "Associated Investment Services, Inc.",
      "name_as_filed": "ASSOCIATED INVESTMENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/associated-investment-services-inc-green-bay-wi-1464",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282826,
      "name": "Barington Capital Management, LLC",
      "name_as_filed": "BARINGTON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/barington-capital-management-llc-green-bay-wi-282826",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293191,
      "name": "Chambers Financial Group, LLC.",
      "name_as_filed": "CHAMBERS FINANCIAL GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317183,
      "name": "Cornerstone Financial Consulting, LLC",
      "name_as_filed": "CORNERSTONE FINANCIAL CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183",
      "city": "Depere",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127473,
      "name": "KCD Financial, Inc.",
      "name_as_filed": "KCD FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/kcd-financial-inc-green-bay-wi-127473",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338173,
      "name": "LNB Financial LLC",
      "name_as_filed": "LNB FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/lnb-financial-llc-casco-wi-338173",
      "city": "Casco",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337398,
      "name": "Macco Financial Group, Inc.",
      "name_as_filed": "MACCO FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/macco-financial-group-inc-green-bay-wi-337398",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286218,
      "name": "Melotte Financial Advisors",
      "name_as_filed": "MELOTTE FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/melotte-financial-advisors-green-bay-wi-286218",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290405,
      "name": "N.E.W. Advisory Services, LLC",
      "name_as_filed": "N.E.W. ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/n-e-w-advisory-services-llc-de-pere-wi-290405",
      "city": "De Pere",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283940,
      "name": "Nicolet Wealth Management",
      "name_as_filed": "NICOLET WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/nicolet-wealth-management-green-bay-wi-283940",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328926,
      "name": "Onelegacy Advisors, LLC",
      "name_as_filed": "ONELEGACY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/onelegacy-advisors-llc-green-bay-wi-328926",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 37031,
      "name": "Packerland Brokerage Services, Inc.",
      "name_as_filed": "PACKERLAND BROKERAGE SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318967,
      "name": "RB Investment Management Inc.",
      "name_as_filed": "RB INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967",
      "city": "Little Suamico",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307752,
      "name": "Titletown Wealth Management, LLC",
      "name_as_filed": "TITLETOWN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317252,
      "name": "Transform Retirement",
      "name_as_filed": "TRANSFORM RETIREMENT",
      "url": "https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323130,
      "name": "Verus Wealth Management",
      "name_as_filed": "VERUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130",
      "city": "De Pere",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142926,
      "name": "Vestura, LLC",
      "name_as_filed": "VESTURA, LLC",
      "url": "https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926",
      "city": "Hobart",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wi",
      "label": "Financial advisors in Wisconsin"
    },
    "metro": {
      "path": "/advisors/wi/green-bay",
      "label": "Financial advisors in Green Bay, WI"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/wi/green-bay/fee-only",
        "label": "Fee-only financial advisors in Green Bay, WI",
        "firm_count": 8
      },
      {
        "path": "/advisors/wi/green-bay/flat-fee",
        "label": "Flat-fee financial advisors in Green Bay, WI",
        "firm_count": 10
      },
      {
        "path": "/advisors/wi/green-bay/hourly",
        "label": "Hourly financial advisors in Green Bay, WI",
        "firm_count": 5
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/wi/green-bay/for-retirement-plans",
        "firm_count": 5,
        "label": "Financial advisors for retirement plans in Green Bay, WI"
      },
      {
        "path": "/advisors/wi/green-bay/for-businesses",
        "firm_count": 6,
        "label": "Financial advisors for businesses in Green Bay, WI"
      },
      {
        "path": "/advisors/wi/green-bay/for-charities",
        "firm_count": 6,
        "label": "Financial advisors for charitable organizations in Green Bay, WI"
      },
      {
        "path": "/advisors/wi/green-bay/no-account-minimum",
        "firm_count": 3,
        "label": "Financial advisors with no account minimum in Green Bay, WI"
      }
    ],
    "niche_pages": []
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}