Advisor at Baker Tilly Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baker Tilly Wealth Management, LLC
Location
Milwaukee, WI 53202
Credentials
CFP®
Industry experience
17 years
William Grady is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC before joining Baker Tilly Wealth Management, LLC in 2023. He also has a concurrent role with Baker Tilly Advisory Group, LP. Baker Tilly Wealth Management, LLC provides investment advisory, financial planning, and retirement plan consulting to individual and high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors and offers both discretionary and non-discretionary portfolio management and investment consulting services.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
790 N. Water Street, Suite 2000
Milwaukee, WI 53202
Wisconsin
Baker Tilly Wealth Management, LLC
2023 - Present (3 years)
Baker Tilly Advisory Group, LP
2021 - Present (5 years)
Northwestern Mutual Investment Management
2006 - 2021 (15 years)
NORTHWESTERN MUTUAL LIFE Insurance company
2005 - 2021 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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