Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Madison, Wisconsin

Madison, Wisconsin, known for its thriving educational institutions, is home to a metro area population of over 1 million. This city with five lakes has a rich history of architecture, music, and art, as well as a cost of living that is 7% higher than the national average. To create a solid financial strategy, you might require the guidance of a professional financial advisor to ensure you’re making the right financial decisions and investments. This may seem easier said than done, with over 1,860 financial advisors located in the city. FinancialAdvisor.net can make finding top professional advisors less intimidating, can assist in making the best financial decisions based on your goals, and in avoiding costly mistakes.

How To Find The Best Financial Advisors in Madison, Wisconsin
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Madison, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 27 non-vetted financial advisors in Madison, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Madison, Wisconsin have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Madison, Wisconsin

Zach Kuehl

Madison Partners

608-204-5992

Address

1502 W Broadway Ste 301,
Madison, WI 53713 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2501 West Beltline Highway,
Suite 103,
Madison, WI 53713 See Details

Savant Wealth Management

815-297-0400

Address

1011 Loras Drive,
Freeport, IL 61032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

BKM Wealth Management

262-955-7150

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Top Financial Advisor Firms in Madison, Wisconsin (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705	105960	$35,460,961,000	350	A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711	110297	$13,237,436,659	14743	A percentage of AUM, Fixed fees
HARBOUR INVESTMENTS, INC. 575 D'Onofrio Drive, Suite 300 Madison, WI, 53719	19258	$6,101,862,276	33564	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based
MADISON ASSET MANAGEMENT 550 Science Drive, Madison, WI, 53711	130874	$4,484,845,089	49	A percentage of AUM, Fixed fees
BAKER TILLY WEALTH MANAGEMENT, LLC 4807 Innovate Lane, Madison, WI, 53718	167811	$4,408,957,456	2304	A percentage of AUM, Hourly charges, Fixed fees
THOMPSON INVESTMENT MANAGEMENT, INC. 1255 Fourier Drive, Suite 200 Madison, WI, 53717	129609	$2,135,401,000	800	A percentage of AUM, Fixed fees
RESONANT CAPITAL ADVISORS, LLC 33 E. Main Street, Suite 440 Madison, WI, 53703	298451	$1,747,858,866	1981	A percentage of AUM, Hourly charges, Fixed fees
ISTHMUS PARTNERS, LLC 1 South Pinckney Street, Suite 800 Madison, WI, 53703	171279	$1,296,248,165	1732	A percentage of AUM, Hourly charges, Fixed fees
MADISON PARTNERS 1502 W Broadway, Suite 301 Madison, WI, 53713	305824	$1,094,186,882	5779	A percentage of AUM
GOLDSTEIN ADVISORS, LLC 1241 John Q Hammons Dr, Suite 302 Madison, WI, 53717	323125	$943,408,109	3623	A percentage of AUM, Fixed fees
WALKNER CONDON FINANCIAL ADVISORS LLC 3418 Monroe Street, Madison, WI, 53711	160109	$732,818,029	2556	A percentage of AUM, Hourly charges, Fixed fees
WEA FINANCIAL ADVISORS, INC. 660 John Nolen Drive, Madison, WI, 53713	144919	$472,404,489	587	A percentage of AUM, Hourly charges
MENDOTA FINANCIAL GROUP, LLC 634 West Main Street, Suite 302 Madison, WI, 53703	136294	$431,128,690	1279	A percentage of AUM, Fixed fees
JOHN F SUBY WEALTH MANAGEMENT LLC 2901 West Beltline Hwy, Suite 201 Madison, WI, 53713	150824	$427,505,173	286	A percentage of AUM, Hourly charges, Fixed fees
POEHLING CAPITAL MANAGEMENT, INC. 525 Junction Road, Suite 8900 Madison, WI, 53717	131668	$416,091,073	1395	A percentage of AUM, Hourly charges, Commission Based

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Find The Best Financial Advisors in Madison, Wisconsin

How To Find The Best Financial Advisors in Madison, WisconsinLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Madison, Wisconsin

Zach Kuehl

Madison Partners

Address

Edelman Financial Engines, LLC

Address

Savant Wealth Management

Address

Edelman Financial Engines, LLC

Address

BKM Wealth Management

Address

Top Financial Advisor Firms in Madison, Wisconsin (Ranked by AUM)

Select other cities around Madison, Wisconsin to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Madison, Wisconsin
Last Updated - 13-Jun-2023

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It's Fast, Free & Easy