Fee-Only Financial Advisors in Brookfield, WI

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Brookfield, WI area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Brookfield, WI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Kevin Reardon

CFP®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Planning Issues for Business Owners, Inheritance, Generational Wealth

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

Rachael Nickelsen

AWMA®, CFP®

Voyager Capital Management, LLC

Broookfield, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Geneva, WI, serving clients locally and across the country

Brian Leben

CFP®, PFS, CPA, MBA, CGMA, CCFC

Midwest Wealth Solutions LLC

Brookfield, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Brookfield, WI, serving clients locally and across the country

Robert Anderson

AIF®, CFP®, RFC®

Voyager Capital Management, LLC

Lake Geneva, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Geneva, WI, serving clients locally and across the country

James Cantrell

CFP®

Financial Strategies Inc.

Brookfield, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Brookfield, WI area.

Brian Clarke

CFP®

Financial Strategies Inc.

Brookfield, WI

Paul Borges

CFA®, CFP®, MSc

Borges Financial

Brookfield, WI

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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