Find a Financial Advisor in Mequon, WI

 

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

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We Only Work With The Best Mequon 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 Mequon, WI


  • Financial Advisor Close to Mequon, 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 Mequon, 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 Mequon, WI

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

  • Population: 24,144
  • % of Population 62 Years and Over: 27.4%
  • Average Home Value: $422,600
  • Average Monthly Housing Cost: $1,689
  • Average Household Income: $182,630
  • 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 Mequon, WI

 

BEADELL A D INVESTMENT COUNSEL INC

Website

(262) 241-0331

10224 N Port Washington Road

Mequon, WI 53092

SEC#: 801-10677
Years in Business: 46 years

PEGASUS PARTNERS

Website

(262) 478-9009

1333 W. Towne Square Raod

Mequon, WI 53092

SEC#: 801-81049
Years in Business: 6 years

REINHART PARTNERS, INC.

Website

(262) 241-2020

1500 W. Market St
Suite 100
Mequon, WI 53092

SEC#: 801-40278
Years in Business: 29 years

DENALI WEALTH MANAGEMENT, INC.

Website

(414) 978-0020

1325 W Towne Square Road

Mequon, WI 53092

SEC#: 801-71260
Years in Business: 11 years

SPECTRUM INVESTMENT ADVISORS, INC.

Website

(262) 238-4010

6329 West Mequon Road

Mequon, WI 53092

SEC#: 801-56966
Years in Business: 21 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

FREEPORT FINANCIAL PARTNERS LLC

Website

(312) 281-4600

1001 W Glen Oaks Lane, Suite 101

Mequon, WI 53092

SEC#: 801-77952
Years in Business: 8 years

 


Mequon, WI Financial Advisor FAQs

The cost of a financial advisor in Mequon, WI is $70,000 per year. Most financial advisors earn a salary averaging at least $100,000 to as much as $200,000 annually. In addition to compensation from the employer, many also charge clients various fees for their projects or other services rendered.
Financial advisors work as a liaison between the investor and the financial markets. They help investors decide how to best spend, save, invest, or otherwise manage their money.
The best way to find a financial advisor in Mequon, WI is to ask for recommendations from friends and family members who are already working with an advisor. Is there someone close by that you can meet up with? Social media can be useful too, but in our experience it's better if you have a personal connection to the person you're dealing with.
Financial advisors get paid in a variety of ways. Commissions, fees, assets under management, and performance-based pay are just some examples.