Fee-OnlyFinder

Financial planning in Waukesha, WI

4 advisers in Waukesha offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Drake & Associates, LLC20965 Crossroads Circle · Waukesha, WI 53186 · (414) 409-7226 · Financial planningCRD 154854 · % of assets, Hourly charges · $607.3 million AUMSEC registeredNo commissions reportedEllenbecker Investment GroupN21 W23350 Ridgeview Parkway · Waukesha, WI 53188 · (262) 691-3200 · Financial planningCRD 173851 · % of assets, Fixed fees, Other · $2.1 billion AUMSEC registeredNo commissions reportedGlobal View Capital Management LLCN14 W23833 Stone Ridge Dr - Suite 350 · Waukesha, WI 53188 · (262) 650-1030 · Financial planningCRD 158292 · % of assets, Hourly charges, Fixed fees · $775.2 million AUMSEC registeredNo commissions reportedIag Wealth Partners, LLCN19 W24200 Riverwood Drive, Suite 150 · Waukesha, WI 53188 · (262) 446-8150 · Financial planningCRD 109721 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reported