Elm Grove, WI Financial Advisors and Resources



Financial Advisor Firms in Elm Grove, WI


ANNEX WEALTH MANAGEMENT, LLC

Website

(262) 786-6363

12700 W Bluemound Road
Suite 200
Elm Grove, WI 53122

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

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(262) 784-8222

13150 Watertown Plank Rd
Suite 202
Elm Grove, WI 53122

SEC#: 801-29185
Years in Business: 34 years


How Retirement-Friendly is Elm Grove, WI?

  • Population: 6,153
  • % of Population 62 Years and Over: 29.1%
  • Average Home Value: $361,200
  • Average Monthly Housing Cost: $1,490
  • Average Household Income: $163,313
  • 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.)


Elm Grove, WI Financial Advisor FAQs

Financial advisors are compensated in many different ways, with some popular compensation arrangements including fee-only (flat or hourly rate), AUM fee (percent of assets under management with the client), commission (typically paid by investment product providers for products sold to clients) and performance fees.
It all depends on what you want to do with your financial assets. If your funds are growing and you want to figure out how to invest it wisely for the future, then yes--you will need a financial advisor.
Financial advisors provide a variety of services, including money management and investment advice. They can help clients with retirement planning, estate-planning goals, insurance needs, education funding for children and grandchildren, health care guidance.
It's important to define your needs and assess if fee basis advice is right for you against what you can afford. It's also good to assess if they have the appropriate knowledge around investments matching your needs as well as knowledgeable on different regulatory issues from examining your specific situation.