A-Team Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$71,000,000
Clients
60
58% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$1,183,333
About
A-Team Advisors provides financial planning, consulting, and discretionary asset management to individuals, families, and high‑net‑worth clients. The firm offers ongoing and hourly planning engagements and also conducts public seminars and workshops intended to educate prospective and existing clients.
The firm’s planning and investment work draws on Monte Carlo projections, fundamental and technical analysis, and tailored cash‑flow, tax, and estate planning to set objectives and periodic reviews for rebalancing and tax‑loss harvesting. For portfolio implementation A-Team typically appoints third‑party sub‑advisors to manage client assets under the firm’s discretionary authority while retaining the direct client relationship.
Noteworthy differences from many peers include formal affiliations with other registered advisers (sub‑advisors) who maintain investment models and bill separate advisory fees, and the firm’s stated practice of not directly collecting a standard percentage‑of‑AUM fee for asset management. The brochure also discloses an affiliated insurance practice that generates external compensation (about five percent of the principal’s time) and the availability of free educational workshops; these arrangements and potential conflicts are addressed through disclosures, procedures, and the firm’s stated fiduciary obligations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Wealth management
Tax-loss harvesting
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0+: 0% (A-Team annual advisory fee for asset management) $0+: up to 1.00% maximum annual fee charged by Sub-Advisors
Insurance products sold by owner as independent insurance agent with typical commissions
Hourly financial consulting at $500 per hour
Minimum fee: Ongoing financial planning and consulting fees range from $1,000 to $25,000 depending on service level (Starter to Custom) Fee-only: Ongoing financial planning and consulting fees ($1,000-$25,000), hourly consulting at $500/hour
Main office location
A-Team Advisors
Medford WI, United States
Number of offices
1
Most active in
A-Team Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
Forms ADV
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