Mueller Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,705,542
Clients
388
Advisors
2
of 5 employees
About
Mueller Wealth serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, employer plan sponsors and certain broker/dealers. The firm offers discretionary asset management, standalone financial planning and consulting, retirement plan consulting, an American Funds‑only service, and held‑away account management for defined contribution participant accounts.
The firm implements a structured process called the Seatbelt™ Investment System that combines trend identification, selection of implementation approaches, proprietary quantitative analysis to adjust risk, and asset‑class valuation; it employs a mix of asset‑allocation, fundamental, technical, quantitative and sector analysis as appropriate. For retirement plan and participant accounts it uses a third‑party held‑away platform (Pontera) to review and rebalance allocations without taking custody of client login credentials.
Mueller Wealth discloses several features that differ from many peers: its representatives act as insurance agents/brokers (and may receive commissions for insurance sales), it accepts and displays client testimonials via a third‑party ratings platform and uses endorsements in its advertising, and it offers an American Funds‑only custody option held at Capital Bank and Trust. The firm also recommends custodians (including Schwab and Altruist) with which it has institutional relationships and receives certain non‑cash benefits, and it notes product‑sponsor support for client education events.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning range from $1,500 to $25,000
$0 - $200,000: 1.50% annually AUM fee plus additional fees to reach $3,000 minimum $200,000+: 1.50% annually AUM fee, minimum fee waived
Up to $500 per hour for financial planning and consulting services
Account minimum: $200,000 (minimum to waive $3,000 annual fee minimum; no minimum stated otherwise) Minimum fee: Annual $3,000 planning fee minimum phased out at $200,000 assets; $3,000 minimum reduced by AUM fees for accounts under $200,000 Fee-only: Financial planning hourly fees up to $500/hour; flat fees range from $1,500 to $25,000
Main office
524 E. Main Street
Mishicot WI 54228
Advisors at this office
2
Most active in
New Hampshire · Wisconsin
Also doing business as
Mueller Wealth · Mueller Wealth, 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.
Quick links
Advisors at this firm
Ross M
CFP®, Series 63
Mishicot, WI
Mueller Wealth
Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.
Parker M
CFP®, Series 66
Mishicot, WI
Mueller Wealth
Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.
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