A-Team Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A-Team Advisors provides financial planning, consulting, and discretionary asset management to individuals, families, and high‑net‑worth clients. The firm offers ongoing and hourly planning engagements and also conducts public seminars and workshops intended to educate prospective and existing clients.
The firm’s planning and investment work draws on Monte Carlo projections, fundamental and technical analysis, and tailored cash‑flow, tax, and estate planning to set objectives and periodic reviews for rebalancing and tax‑loss harvesting. For portfolio implementation A-Team typically appoints third‑party sub‑advisors to manage client assets under the firm’s discretionary authority while retaining the direct client relationship.
Noteworthy differences from many peers include formal affiliations with other registered advisers (sub‑advisors) who maintain investment models and bill separate advisory fees, and the firm’s stated practice of not directly collecting a standard percentage‑of‑AUM fee for asset management. The brochure also discloses an affiliated insurance practice that generates external compensation (about five percent of the principal’s time) and the availability of free educational workshops; these arrangements and potential conflicts are addressed through disclosures, procedures, and the firm’s stated fiduciary obligations.
Client services
Expertise
Occupation focus
Fee options
$0+: 0% (A-Team annual advisory fee for asset management) $0+: up to 1.00% maximum annual fee charged by Sub-Advisors
Insurance products sold by owner as independent insurance agent with typical commissions
Hourly financial consulting at $500 per hour
Minimum fee: Ongoing financial planning and consulting fees range from $1,000 to $25,000 depending on service level (Starter to Custom) Fee-only: Ongoing financial planning and consulting fees ($1,000-$25,000), hourly consulting at $500/hour
Main office
Medford WI
Advisors at this office
1
Most active in
Illinois · Texas · Wisconsin
Also doing business as
A Team Advisors · Annie Werner LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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