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Find The Best Financial Advisors in Waukesha, Wisconsin

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Waukesha is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Waukesha & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Waukesha, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 7 non-vetted financial advisors in Waukesha, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Waukesha, Wisconsin have an average of 18 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 Waukesha, Wisconsin

Edelman Financial Engines, LLC

877-208-7414

Address

Andrew Houte

Next Level Planning & Wealth Management

414-369-6627

Address

325 N. Corporate Drive, Suite 120,
Brookfield, WI 53045 See Details

BKM Wealth Management

262-955-7150

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199	110118	$5,743,082,043	1119	A percentage of AUM
DANA INVESTMENT ADVISORS INC 20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904	105879	$4,505,412,092	3327	A percentage of AUM, Fixed fees, Performance Based
ELLENBECKER INVESTMENT GROUP N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188	173851	$1,491,336,546	2060	A percentage of AUM, Fixed fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS)
IAG WEALTH PARTNERS, LLC N19 W24200 Riverwood Drive, Suite 150 Waukesha, WI, 53188	109721	$1,333,579,724	5365	A percentage of AUM, Hourly charges, Fixed fees
GLOBAL VIEW CAPITAL MANAGEMENT LLC N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188	158292	$593,801,273	6508	A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING)
DRAKE & ASSOCIATES, LLC 20965 Crossroads Circle, Waukesha, WI, 53186	154854	$313,071,682	2332	A percentage of AUM, Hourly charges
CAPITAL INNOVATIONS, LLC N19w24400 Riverwood Dr, Suite 350 Waukesha, WI, 53188	145329	$204,289,880	9	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Waukesha, Wisconsin

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

List of Qualified Financial Advisors in Waukesha, Wisconsin

Edelman Financial Engines, LLC

Address

Andrew Houte

Next Level Planning & Wealth Management

Address

BKM Wealth Management

Address

Edelman Financial Engines, LLC

Address

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

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

Frequently Asked Questions

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

Find an Advisor
It's Fast, Free & Easy