NEUENSCHWANDER ASSET MANAGEMENT, LLC
SEC RegisteredYour Personal CFOs
About the firm
NAM Advisors is a financial advisory and wealth management firm based in McFarland, Wisconsin, providing personalized financial advice and tax preparation services to individuals, families, and business owners. The firm offers fee-only investment services and takes a comprehensive, tailored approach to financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, tax management and planning, estate and trust planning, employer sponsored retirement plans, and tax preparation services
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 161 | $80M |
| High Net Worth Individuals | 35 | $93M |
| State/Municipal Entities | 3 | — |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $199,999 | 1.85% |
| $200,000 - $499,999 | 1.25% |
| $500,000 - $999,999 | 1.00% |
| $1,000,000 - $1,999,999 | 0.90% |
| $2,000,000 - $2,999,999 | 0.80% |
| $3,000,000 - $3,999,999 | 0.70% |
| $4,000,000 - $4,999,999 | 0.60% |
| $5,000,000 or greater | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEUENSCHWANDER ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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