Find a Financial Advisor in Waukesha County, WI

 

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

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We Only Work With The Best Waukesha County 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 Waukesha County, WI


  • Financial Advisor Close to Waukesha County, 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 Waukesha County, 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 Waukesha County, WI

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

  • Population: 400,475
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,301
  • Average Household Income: $114,713
  • 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 Waukesha County, WI

 

COORDINATED CAPITAL SECURITIES, INC.

Website

(608) 221-4545

704 Riverplace Commerce Center Iii

Madison, WI 53716

SEC#: 801-111070
Years in Business: 4 years

MADISON INVESTMENT ADVISORS, LLC

Website

(608) 274-0300

550 Science Drive

Madison, WI 53711

SEC#: 801-52751
Years in Business: 25 years

MENDOTA FINANCIAL GROUP, LLC

Website

(608) 223-9211

634 West Main Street
Suite 302
Madison, WI 53703

SEC#: 801-67644
Years in Business: 14 years

FINANCIAL WEALTH MANAGEMENT, LLC

Website

(608) 276-9691

440 Science Drive
Suite 302
Madison, WI 53711

SEC#: 801-67249
Years in Business: 15 years

THOMPSON INVESTMENT MANAGEMENT, INC.

Website

(608) 827-5700

1255 Fourier Drive
Suite 200
Madison, WI 53717

SEC#: 801-62562
Years in Business: 18 years

MEMBERS CAPITAL ADVISORS, INC.

Website

(608) 665-8244

5910 Mineral Point Rd

Madison, WI 53705

SEC#: 801-18140
Years in Business: 39 years

JOHN F SUBY WEALTH MANAGEMENT LLC

Website

(608) 273-3100

2901 West Beltline Hwy
Suite 201
Madison, WI 53713

SEC#: 801-70434
Years in Business: 12 years

WALKNER CONDON FINANCIAL ADVISORS LLC

Website

(608) 234-4127

3418 Monroe Street

Madison, WI 53711

SEC#: 801-114882
Years in Business: 2 years

RMR WEALTH ADVISORS LLC

Website

(608) 663-7676

400 Interlake Drive
Suite 200
Madison, WI 53716

SEC#: 801-70487
Years in Business: 12 years

 


Waukesha County, WI Financial Advisor FAQs

Financial advisors can assist their clients in a number of ways. They specialize in investment management, financial planning, retirement planning, and more.
Financial advisors work with clients to help them reach their desired goals such as planning for retirement or saving up for a big purchase such as a house. Your advisor will usually meet with you once every few months and assist in creating and maintaining an overall plan that suit your situation best.
It's important to find a Certified Financial Planner® professional who has the duty to always put your interest before his or her own personal interests. This means that the financial advisor must disclose all potential conflicts of interest and be able to prove he is working only in your best interests.
A financial advisor typically gets paid by one of two mechanisms: commission-based compensation or fee-only. If they are compensated by commissions, this is built into the fees they charge so there is no clear break out required for this up front. On the other hand, some financial advisors work exclusively on a fee-only basis.