Find a Financial Advisor in Delafield, WI

 

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We did the hard work of finding trustworthy partners in Delafield, WI.

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We Only Work With The Best Delafield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Delafield, WI


  • Financial Advisor Close to Delafield, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Delafield, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Delafield, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Delafield financial advisors.
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How Retirement-Friendly is Delafield, WI?

  • Population: 7,457
  • % of Population 62 Years and Over: 28.2%
  • Average Home Value: $389,500
  • Average Monthly Housing Cost: $1,447
  • Average Household Income: $130,951
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)



The Top Financial Advisor Firms in Delafield, WI

 

WARNKE/NICHOLS LTD.

Website

(262) 303-4113

417 N. Genesee Street

Delafield, WI 53018

SEC#: 801-79230
Years in Business: 7 years

MIDLAND FINANCIAL ADVISORS, INC.

Website

(262) 303-4503

524 Milwaukee St.
Suite 300
Delafield, WI 53018

SEC#: 801-70047
Years in Business: 12 years

SONTAG ADVISORY LLC

Website

(888) 303-2357

709B Milwaukee Street

Delafield, WI 53018

SEC#: 801-49390
Years in Business: 26 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(262) 303-4806

2301 Sun Valley Drive
Suite 202
Delafield, WI 53018

SEC#: 801-78808
Years in Business: 7 years

WINTRUST INVESTMENTS, LLC

Website

(262) 646-3165

400 Genesee Street
Suite 2B
Delafield, WI 53018

SEC#: 801-64233
Years in Business: 16 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(262) 303-4806

2301 Sun Valley Drive
Suite 202
Delafield, WI 53018

SEC#: 801-78808
Years in Business: 7 years

WEALTHSPIRE ADVISORS LLC

Website

(888) 303-2357

709B Milwaukee Street

Delafield, WI 53018

SEC#: 801-49390
Years in Business: 26 years

ANNEX ADVISORY SERVICES, LLC

Website

(262) 646-6363

2301 W Sun Valley Drive
Suite 100
Delafield, WI 53018

SEC#: 801-63505
Years in Business: 17 years

 


Delafield, WI Financial Advisor FAQs

Ask your best friend for a referral. Most people do not research advisors and would be happy to refer someone they know. This is critical because you are trusting this person with all of your financial information, so it makes sense to make sure you trust the referral source.
Prices vary based on services requested. An financial advisor who is investing your money may charge a fixed fee, an annual fee, or a percentage of the assets that are being managed.
Financial advisors have a variety of tasks and these depend on their area of specialization. Some of them specialize in estate planning, life insurance, and income tax preparation services.
Verify what would happen to your agreement/contract if anything happens to the financial advisor. Make sure to get a thorough explanation on this one as you want to be sure that you will still be properly taken care of in such events.