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
| 35
| |
Brookfield, WI
| 35
| |
Brookfield, WI
| 22
|
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