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 Waukesha, 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 Waukesha, WI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Scott Wellens
CFP®
Fortress Planning Group
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Pewaukee and Madison, WI serving clients locally and across the country
Robert Riedl
CPA, CFP®, AWMA®
Endowment Wealth Management
Waukesha, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Registered Investment Advisory firm that provides fiduciary financial planning and wealth management services.We have offices conveniently located in Appleton, Green Bay, Madison, Milwaukee, Chicago, and Hilton Head to serve clients locally and across the country.
Andrea Bulen
CFP®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Inheritance and Sudden Wealth, Medicare Planning, Strategies for Women and Wealth
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
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
Ryan Rink
CFP®, ChFC®, CLTC®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Retirement Planning, Insurance Strategies, Charitable Planning
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Mark Ziety
CFP®, AIF®
WisMed Financial, Inc.
Ixonia, WI
Specialties: Eliminating Med School Debt, Saving beyond 401(k) or 403(b), Retirement Income Planning, Investment Management, Tax Planning
Physician specific fee-only planner in Wisconsin.
Brian Ellenbecker
CFP®, EA®, CPWA®, CIMA®, CLTC®
Shakespeare Wealth Management, LLC
Pewaukee, WI
Specialties: Tax Planning, Social Security Strategies, Estate Planning, Medicare Planning
Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More
Refine Your Search
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)
