Find a Financial Advisor in Thiensville, WI


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

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We Only Work With The Best Thiensville Financial Advisors

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

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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

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


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


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 Thiensville, WI

  • Financial Advisor Close to Thiensville, 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 Thiensville, WI

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Thiensville, WI

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

  • Population: 3,157
  • % of Population 62 Years and Over: 25.3%
  • Average Home Value: $250,300
  • Average Monthly Housing Cost: $1,100
  • Average Household Income: $84,239
  • 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 Thiensville, WI




(262) 242-4487

167 S. Main Street

Thiensville, WI 53092

SEC#: 801-81107
Years in Business: 6 years



(262) 238-6980

414 N. Main Street

Thiensville, WI 53092

SEC#: 801-62584
Years in Business: 17 years


Thiensville, WI Financial Advisor FAQs

It starts with determining what type of advisor you're looking for. Are you looking for someone that is fee-based or commission-based? Next, evaluate whether the advisor has experience in your specialized field (eg. fintech). Ask friends and acquaintances about their experiences with different advisors they've used before making a decision on one.
A financial advisor is someone who has the experience and training to assess your individual needs, put together a plan for investing, and then regularly reviews your performance. It's important that you seek out an experienced professional who aligns with your personality so it feels like they're guiding you through instead of taking control of everything yourself.
Financial advisors are typically compensated in one of two ways: commission based or fee-only. A commission based advisor receives fees through brokerage commissions, while a fee-only advisor charges by the hour for consultations with their clients.
You want someone who can identify if your current plan fits your goals, does their job well and is trustworthy for vast majority of people. A good advisor will review every step with you—from day one until eventually transitioning off over time—to ensure that they have taken care of everything so that they don't have any surprises along the way.