Best Financial Advisors in Brookfield, WI

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Brookfield area.

Small Business Accounting Solutions

Small Business Accounting Solutions

(4)
Internal Controls, Services For Individuals, Business Valuation
“Dan is an excellent communicator who is meticulous about understanding a small business owner's goals and needs.”
In Business Since 2010
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
1025 S Moorland Rd #350, Brookfield, WI
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Freedom Wealth Alliance

Freedom Wealth Alliance

(1)
Financial Roadmap, Tax Planning, Investment Management
“Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants.”
In Business Since 2004
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
675 N Barker Rd #220, Brookfield, WI 53045
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Review Services

Review Services

Planning Process, Investment Strategy, Fee Schedule
“We also maintain relationships with qualified CPAs, attorneys and long-term care specialists. If necessary, these professionals are available to assist with tax preparation, estate planning, and appropriate long-term care protection. Review Services ...”
In Business Since 1985
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
13255 W Bluemound Rd, Brookfield, WI 53005
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Brookfield Keith Black

Brookfield Keith Black

“We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network ®, an independent registered investment adviser-broker/dealer, gives us invaluable resources, experience, and guidance that assist us in fulfi...”
In Business Since 1996
Licensed, BBB Rating: A+
17280 W North Ave suite 201, Brookfield, WI 53045
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Stoeckler Financial Advisory

Stoeckler Financial Advisory

(1)
Advisor Services, Financial Planning, Investment Management
“Personable, friendly and professional.”
In Business Since 2005
Licensed, BBB Rating: A+
12545 W Burleigh Rd, Brookfield, WI
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Hall Wehring Cpas

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.”
In Business Since 2022
Accepts All Major Credit Cards
13500 W Capitol Dr Suite 104, Brookfield, WI 53005
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Storm Fischer Investment Group

Storm Fischer Investment Group

(1)
“We enjoy the personal service that she provides”
In Business Since 1984
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
16655 Wisconsin Ave # 105, Brookfield, WI 53005
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Choice Advisors

Choice Advisors

(2)
Experience the Difference, Careers, News and Announcements
“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...”
In Business Since 2008
Offers Financing Options
405 N Calhoun Rd UNIT 106, Brookfield, WI 53005
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Lulloff, Leben & Taylor

Lulloff, Leben & Taylor

(6)
Business Advisory and Tax Planning, Tax Preparation
“Dave Taylor and his partners are courteous and professional in handling our business and personal financial matters.”
In Business Since 2001
Accepts All Major Credit Cards
Remote Consultations Available
19575 Janacek Ct Suite 104, Brookfield, WI 53045
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AJH Wealth Management

AJH Wealth Management

Investment Management, Divorce Financial Planning, Estate Planning
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”
In Business Since 2013
Licensed, BBB Rating: A+
13890 Bishops Dr #220, Brookfield, WI 53005
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Augustine Financial

Augustine Financial

(3)
“The menu is crafted with love and the help are thoughtful and cheerful.”
In Business Since 2002
13500 W Capitol Dr STE 202, Brookfield, WI
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Granite Financial Group

Granite Financial Group

(1)
“Its refreshing to deal with professionals are concerned with managing my investments rather than selling a credit card.”
In Business Since 2013
175 Patrick Blvd, Brookfield, WI 53045
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Senior Planning Group

Senior Planning Group

(10)
  • Parents
  • Financial
“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.”
In Business Since 2004
125 N Executive Dr Suite 210, Brookfield, WI 53005
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CRG Financial Services

CRG Financial Services

“Combined with our sister company, CRG Services, Inc., we have over 25 years of combined customer service experience. We take pride in listening to our clients and developing an investment plan tailored to their wishes. We are completely objective, wi...”
In Business Since 2004
Accepts All Major Credit Cards
16800 W Greenfield Ave, Brookfield, WI 53005
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The Kieckhefer Group

The Kieckhefer Group

“Evan Salmela joined The Kieckhefer Group in 2021. He traded S&P options as a floor trader at the CBOT (Chicago Board of Trade) for 12 years, before making the switch to wealth management. Evan holds a Bachelor's degree in Business, with a concentrati...”
In Business Since 2011
13400 Bishops Way #70, Brookfield, WI 53005
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Financial Strategies

Financial Strategies

“As a Fee-Only financial advisor, we dedicate the time required to develop a financial strategy that carefully assesses your life goals and how your unique financial situation can support your dreams. Our clients are located throughout the Milwaukee a...”
In Business Since 1995
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
13555 Bishops Ct, Brookfield, WI
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BKM Wealth Management

BKM Wealth Management

Financial Planning, Tax Free Income, Advisory Services
“It starts with a plan. Financial Planning- We firmly believe that a well-constructed plan, combined with a trusted, proactive financial advisor, can empower clients to fully enjoy their wealth while also providing them with valuable time to do so. We...”
In Business Since 1980
Licensed
20300 Water Tower Blvd Ste 250, Brookfield, WI 53045
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Cm&a - Czukas Mc Call & Associates

Cm&a - Czukas Mc Call & Associates

(1)
“The guidance, knowledge, network, and professionalism of this team is top notch.”
In Business Since 2016
19265 W Capitol Dr # 205, Brookfield, WI 53045
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Nelson Financial Group

Nelson Financial Group

(1)
“She has helped us on so many levels on so many things and always has our best interests.”
In Business Since 2003
Accepts All Major Credit Cards
445 N Prospect Dr, Brookfield, WI 53005
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Charter Capital Management

Charter Capital Management

“Our fees are based solely on the value of your managed assets, which aligns our interest with yours. We receive no other fees or commissions from any investment product we use or recommend.”
In Business Since 1981
Accepts All Major Credit Cards
13805 W Burleigh Rd, Brookfield, WI 53005
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Golden Angels Investors

Golden Angels Investors

“Quandt Berndt & Company is a full-service accounting and consulting firm serving clients nationwide from the Metro-Milwaukee area. Our experienced team provides finance, accounting, and tax support for private equity/debt sponsored companies and thei...”
In Business Since 2010
250 N Sunny Slope Rd #200, Brookfield, WI
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Demore Wealth Management

Demore Wealth Management

“Client information is confidential and shall not be disclosed. This allows us to create a relationship of personal trust and confidence. No aspect of a client's affairs, either personal or business, may be discussed outside of the office. We also wil...”
In Business Since 2013
Transparent Fees & Pricing
13400 Bishops Ln Suite 200, Brookfield, WI 53005
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M K Financial Group

M K Financial Group

Financial Planning, Personal Insurance, Health Insurance
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2018
19265 W Capitol Dr # 200, Brookfield, WI
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Retirement

Retirement

In Business Since 2013
200 S Executive Dr Suite # 101, Brookfield, WI 53005
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Retirement Planning and Investment Management Services in Brookfield, WI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 400 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 400 cost profiles.

Why these companies made our list

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