A complete list of active advisors currently associated with Review Services Inc
Warmer can help you find a great advisor at Review Services Inc or one who fits your needs even better.
Review Services, Inc. provides consulting and asset management to individuals and a range of entity clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Consulting covers estate, retirement, insurance, tax and investment planning, while asset management services are offered alongside ongoing advice; the firm reported $227,354,914 in assets under non‑discretionary management as of March 31, 2026 across roughly 173 clients. The firm’s process begins with a client‑specific assessment of net worth, risk tolerance, financial goals and restrictions to recommend an asset allocation, relying on fundamental and technical analysis and a generally long‑term buy‑and‑hold orientation that uses mutual funds, ETFs and other standard instruments. Recommendations are implemented on a non‑discretionary basis (clients retain decision authority and managers do not exercise trading discretion except for limited cash management), and accounts are monitored with quarterly reporting and as‑needed reviews. What is noteworthy for a supported firm of this size is its predominant non‑discretionary model—explicitly disclosed in the ADV—which is uncommon among peers and may affect how advice is executed and implemented. The firm has operated since 1991, its senior staff hold CFP credentials, and it relies on Schwab Advisor Services for custody and institutional support (including benefits to the firm that it discloses), and it also discloses operational practices such as limited access to certain client account passwords that trigger independent surprise custody audits.
To learn more about the advisors currently working at Review Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brookfield, WI
| 34
| |
Brookfield, WI
| 34
| |
Brookfield, WI
| 21
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")