Find a Financial Advisor near Milwaukee, WI

Top 10 Financial Advisors near Milwaukee, WI

These are the top 10 pros for your job.

Avatar for Unconventional Money Guy | Joshua Krafchick
Avatar for Unconventional Money Guy | Joshua Krafchick
3.
Unconventional Money Guy | Joshua Krafchick
3.
Unconventional Money Guy | Joshua Krafchick

Top Pro

Exceptional 5.0

(65)

Exceptional 5.0

(65)

  • 49 hires on Thumbtack
  • Serves Milwaukee, WI
⚠️Disclaimer: Our initial consultation fee is 36.99, which is 100% refundable. 🤔 You may be wondering why we charge a fee for our initial consultation when other financial advisers offer free consultations. The answer is simple: we value our time, and we believe that quality financial advice is worth paying for. At 3️⃣6️⃣9️⃣ Financial, we pride ourselves on providing personalized and effective financial advice to our clients. We take the time to understand your unique needs, lifestyle, and strengths, and tailor our advice accordingly. We don't believe in a one-size-fits-all approach, and we won't waste your time with generic advice. 💰 Our initial consultation fee of 36.99 is a small investment that can pay off in a big way. It allows us to dedicate the time and resources needed to provide you with quality advice that is tailored to your needs. And the best part? The fee is 100% refundable, so there's no risk to you. 🙌 Don't settle for generic financial advice that doesn't take your unique situation into account. Invest in yourself and your financial future with 3️⃣6️⃣9️⃣ Financial. 💪💸💰 So why wait? 🤝 Send me a connection request right now and let's start a conversation about how we can help you achieve your financial goals. 📈💰👍See more
Avatar for Financial Planning and Wealth Management
Avatar for Financial Planning and Wealth Management
8.
Financial Planning and Wealth Management
8.
Financial Planning and Wealth Management

Great 4.8

(30)

Great 4.8

(30)

  • 45 hires on Thumbtack
  • Serves Milwaukee, WI

Online now

OUR MISSION: Our mission is to serve our clients with extreme care and intentionality by not only being exceptionally educated as a financial advisory team, but also capable of asking the right questions, understanding your relationship with money, and empowering the right actions financially, professionally, personally and emotionally. Our mission is to help our clients lead their best lives by taking empowered and thoughtful action. OUR CORE VALUES: - Professional and Personal Growth - Personal Responsibility - Integrity - Mutual Respect - Giving Back OUR PLANNING PHILOSOPHY: - Financial planning is collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of our planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. OUR PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using our knowledge, experience, tools and resources, we will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. Our team will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, we will partner with you tp update and improve your plan each year. Our Role is to ensure that you have the freedom to focus on leading your best life TODAY and TOMORROW. AREAS OF EXPERTISE: • Financial Planning: When you plan with us, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: Our long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies. • Our niche expertise is deciphering the world of RSUs/ESPP/NQSOs/ISOs, navigating IPOs and "liquidity events", and efficiently addressing planning between time at the office and life at home.See more

FAQs

Answers to commonly asked questions from the experts on Thumbtack.

How much is a financial planner?

On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per hour. 

It’s important to note that financial planners and advisors may set their prices differently. For example, they may charge: 

  • Hourly rates
  • Flat fees 
  • Retainer fees
  • Commissions
  • A percentage of assets under management

Before you hire a financial planner or advisor, get cost estimates from several professionals near you. And ask them to explain how their pricing works and how they get paid.

What is a financial planner?

A financial planner is a professional who can help create a plan to achieve your financial goals. Some examples of financial planners include investment advisors, accountants or insurance agents, according to the Financial Industry Regulatory Authority.

What is a fee-only financial planner?

A fee-only financial planner is paid directly by their clients. This is different from financial planners who charge a commission through the products they sell. Typically, fee-only financial planners charge flat rates, hourly rates or a percentage of the assets that they manage for the client.

In the personal finance industry, the fee-only model is considered to be the most transparent because it puts the client’s interest first. Fee-only financial planners are also considered fiduciaries because they’re required to consider what’s in the best interest of their client, according to the National Association of Personal Financial Advisors.

What does a financial planner do?

Financial planners have various specialties and backgrounds. Ultimately, they can help you analyze your finances and help you make a plan to reach your financial goals.

If you need help with your retirement savings, taxes, debt, investments and other aspects of your finances, consider hiring a financial planner near you.

What is a Certified Financial Planner?

A financial planner who has been designated as a Certified Financial Planner (CFP) by the Certified Financial Planner Board of Standards, Inc., has met various requirements laid out by the CFP Board. These requirements and prerequisites include completing financial planning coursework, passing an exam, getting professional experience and more. 

How do you hire a financial planner?

You can hire a financial planner near you by using Thumbtack. With Thumbtack, you can quickly find important details about the top-rated financial planners in your area. For example, you can: 

  • Read their customer reviews and ratings
  • Learn more about their areas of expertise
  • See how many times they’ve been hired on Thumbtack
  • Find out if they’ve listed any credentials or certifications on their profiles
  • Message and contact the financial planners
  • Request a price quote for their services

Start searching for financial planners near you today.

What should you look for in a financial planner?

Ultimately, you should hire a financial planner who has the expertise, experience and credentials to help you navigate your finances. You should also make sure you trust your financial planner and can afford their fees. 

As you’re evaluating local financial planners, ask yourself the following questions:

  • Does this financial planner charge fair fees and prices?
  • How do they get paid?
  • Will this person act in my best interest?
  • Can I trust this person to handle my finances?
  • Do they have the necessary certifications, education and credentials?
  • Does this financial planner have mostly positive customer reviews?
  • Do they specialize in a topic (investing, retirement planning, etc.) that I need help with?

When should you get a financial planner?

The decision of when to get a financial planner is entirely up to you. For example, it might make sense for you to hire a planner if you need help saving money for a specific goal (college tuition, buying a house, etc.), or if you’re about to experience a major life event (retirement, starting a family, etc.).  

Maybe you'll want to hire a financial advisor or planner if you want to learn more about a particular topic, like investing or estate planning. Or, perhaps you already have financial knowledge, but you want an expert’s opinion on your financial plan. 

When in doubt, reach out to financial planners near you. Ask about their services and prices to determine if hiring one is the right move for you.

What should you ask a financial planner?

When evaluating potential financial planners and advisors to hire, it’s important to do your research — and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire: 

  • How much do you charge for your services?
  • How do you set your prices and fees? What is your fee structure?
  • Are you a fee-only financial planner?
  • Are you a fiduciary? 
  • What certifications, degrees, designations and credentials do you have?
  • What is your area of expertise (e.g., retirement, taxes, investments, etc.)
  • How long have you been a financial planner?
  • Do you have any references I can contact?

What is the difference between a financial planner and a financial advisor?

Some people use the terms “financial planner” and “financial advisor” interchangeably to describe professionals who help people manage their finances. But there are some differences. 

“Financial advisor” is a more broad, general term than “financial planner,” according to Investopedia.  Financial planners create plans to help you meet your long-term goals, and financial advisors help manage your finances, investments and/or accounts. You can consider a financial planner as a type of financial advisor.

You should always research a potential financial planner or advisor before you hire them. Get details on their areas of expertise, credentials, certifications, education, fees and more to ensure you're hiring the best professional for your needs.

Why hire professionals on Thumbtack?
Free to use

You never pay to use Thumbtack: Get cost estimates, contact pros, and even book the job—all for no cost.

Compare prices side-by-side

You’ll know how much your project costs even before booking a pro.

Hire with confidence

With access to 1M+ customer reviews and the pros’ work history, you’ll have all the info you need to make a hire.