# Neuenschwander Asset Management

Neuenschwander Asset Management is a Bank / Wealth / Trust based in Mcfarland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mcfarland, United States
- **Region:** North America
- **Address:** 4893 Larson Beach Road, McFarland, WI 53558, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** namadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/neuenschwander-asset-management-llc

## Regulatory record

- **CRD number:** 125179
- **SEC file number:** 801-124791
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125179

## About

Neuenschwander Asset Management opened in 2003 as a registered investment advisor in McFarland, Wisconsin. The firm structures itself as an independent, fee-only practice that refuses compensation from product recommendations, positioning its advisors as personal CFOs rather than asset gatherers. The client base spans individuals, high-net-worth families, business owners, pension plans, charities, and corporations. The strategy rests on a single, clearly articulated investment philosophy: capture the market's long-term returns through a straightforward, low-cost, evidence-based approach. The firm's website prominently credits Dimensional Fund Advisors and Buckingham Strategic Partners as intellectual anchors, and its blog republishes research from Dimensional Chairman David Booth and Buckingham Chief Research Officer Larry Swedroe. Service delivery weaves together retirement planning, tax management and preparation, estate and trust planning, and investment management — all run through regular plan-review meetings that adjust for life changes rather than market timing. Neuenschwander Asset Management operates from a single office at 4893 Larson Beach Road in McFarland. The firm has not publicly disclosed team size, assets under management, or total deployment. The website does not name individual professionals, list adjacent philanthropic or operating vehicles, or reference any outside club memberships. The firm's structural differentiator lies in its refusal to monetize investment selection. While many RIAs blend fee-only fiduciary language with commission-generating insurance or annuity lines, Neuenschwander anchors its entire pitch on a strict no-commission, evidence-based model — a posture that effectively narrows the client base to those who self-select into academic-portfolio discipline.

## Questions

### How is the firm compensated?

The firm explicitly states it is fee-only and never receives compensation for recommending specific investments or products. This removes commission-driven conflicts from the advisory relationship and aligns the firm's revenue with ongoing planning and portfolio management fees.

### Does the firm offer tax-preparation services or only investment management?

Neuenschwander bundles tax preparation alongside investment management, retirement planning, and estate and trust planning. The firm's website frames this package as a personal-CFO service model designed to coordinate financial decisions across domains rather than manage assets in isolation.

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Last updated: 2026-08-11T02:43:31.692Z

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