View Profile

Small Business Accounting Solutions

(3)

“Dan is an excellent communicator who is meticulous about understanding a small business owner's goals and needs.”

i

View Profile

Freedom Wealth Alliance

(1)

“Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants.”

i

View Profile

Review Services

i

View Profile

Brookfield Keith Black

i

View Profile

The Women's Financial Wellness Center

(29)

Divorce
Advocacy
Period

“Not only is Rhonda Noordyk like a divorce concierge, getting all the right people in place for the person getting divorced, but she also helps women with budgeting, buying a new house, buying a new car (and learning to take care of it), getting a new...”

i

View Profile

Storm Fischer Investment Group

(1)

“We enjoy the personal service that she provides”

i

The 24 firms listed for Brookfield, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Brookfield, WI

All 24 firms we list here are in Brookfield itself. We have 32 firms in Brookfield on file; this page shows the highest-rated 24. 18 of the firms on this page have a rating, from 4.1 to 5.0 across 107 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), estate planning (2), investment management (2) and retirement planning (2). 7 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 16 publish a contact page; 13 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Brookfield take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

Annex Wealth Management

(5)

“I supplied basic information about my financial situation and received a plan, education, and resources to help me with my next few steps.”

i

View Profile

Lulloff, Leben & Taylor

(5)

“Dave Taylor and his partners are courteous and professional in handling our business and personal financial matters.”

i

View Profile

Choice Advisors

(3)

“He helped me budget finances, plan for proposing to my girlfriend (save for the ring), plan for the wedding (she said yes), plan for buying my first house, plan for having my first baby, file taxes, acquire adequate life insurance coverage for my fam...”

i

View Profile

AJH Wealth Management

i

View Profile

Augustine Financial

(4)

“We are finally reaching our goals with the help of John and his wonderful group.”

i

View Profile

Hall Wehring Cpas

(13)

“Our taxes include categories that most other families may not have to deal with, but SOS understands the nuances of the applicable parts of the tax code better than any other tax prep service we've encountered.”

i

View Profile

Senior Planning Group

(11)

Parents
Financial
Compassionate

“We honestly weren't sure we'd be able to help him and now we finally have someone to trust that can tell us exactly what steps to take and how to take them, which is what we've needed this whole time.”

i

View Profile

CRG Financial Services

i

View Profile

The Kieckhefer Group

i

View Profile

BKM Wealth Management

i

View Profile

Financial Strategies

FAQs

Do you offer a free consulation?

Yes! You can schedule a consulation with us to see if we are a good fit for you. We believe that it is important for you to work with someone who makes you feel comfortable. At the consultation you can get to know us and ask us all your questions. We will also ask you questions to make sure we can fit your needs. There is no commitment until you feel ready and confident.

Will you work with my CPA, attorney, and other advisors?

Absolutely. We often partner with outside advisors such as CPAs and attorneys to ensure that every professional advisor you retain is fully informed of your goals and plans for the future.

What is the difference between a fee-based vs fee-only financial planner?

Although the terms fee-based and fee-only sound very similar, there are some important differences every investor should understand. Fee-only advisors do not receive any compensation based on product sales. Because fee-only financial advisors are compensated by their clients, they are able to provide fiduciary-level advice, acting only in the best interests of their client. Fee-based firms charge an investment management fee to their clients similar to the fee charged by fee-only firms. However, fee-based advisors also collect commissions based upon the products they sell in addition to the fees collected from their clients. Financial Strategies was one of the first fee-only Milwaukee financial planning firms. We do not collect commissions, referral fees or any other fees based upon the products we recommend.

Do I have enough money to retire?

This does not have an easy, one-size-fits-all answer. How much money you need to retire depends on your goals, values, and life style. Although you can find retirement calculators online telling you if you are ready, the best way to know if you are prepared is to talk to a financial planner to analyze your situation and create a retirement plan specific for you.

More detailed information is available on the FAQ page of our website.

i

View Profile

Nelson Financial Group

(1)

“She has helped us on so many levels on so many things and always has our best interests.”

i

View Profile

Cm&a - Czukas Mc Call & Associates

(1)

“The guidance, knowledge, network, and professionalism of this team is top notch.”

i

View Profile

Charter Capital Management

i

View Profile

Golden Angels Investors

i

View Profile

Demore Wealth Management

i

View Profile

M K Financial Group

i

View Profile

Gebhardt Financial

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Brookfield, WI

Small Business Accounting Solutions

Freedom Wealth Alliance

Review Services

Brookfield Keith Black

The Women's Financial Wellness Center

Storm Fischer Investment Group

Area overview: Brookfield, WI

Annex Wealth Management

Lulloff, Leben & Taylor

Choice Advisors

AJH Wealth Management

Augustine Financial

Hall Wehring Cpas

Senior Planning Group

CRG Financial Services

The Kieckhefer Group

BKM Wealth Management

Financial Strategies

Nelson Financial Group

Cm&a - Czukas Mc Call & Associates

Charter Capital Management

Golden Angels Investors

Demore Wealth Management

M K Financial Group

Gebhardt Financial

Retirement Planning and Investment Management Services in Brookfield, WI Cost Estimates

Why these companies made our list

More Financial Advisors in Wisconsin

Popular in Brookfield