How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Menomonee Falls, Wisconsin

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

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

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Menomonee Falls, Wisconsin, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Menomonee Falls, Wisconsin

Menomonee Falls has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Menomonee Falls, Wisconsin have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Menomonee Falls, Wisconsin mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Menomonee Falls, Wisconsin.

Qualified Financial Advisors in Menomonee Falls, Wisconsin

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Andrew HouteCASL^®, CFP^®, CRPS^®, EANext Level Planning & Wealth Management325 N. Corporate Drive, Suite 120Brookfield, WI 53045	18 Years	$0	$250,000	Fee-Based
Edelman Financial Engines, LLC5215 N. Ironwood RdGlendale, WI 53217 N16W23217 Stone Ridge DriveWaukesha, WI 53188 2501 West Beltline HighwayMadison, WI 53713 3100 Sanders RoadNorthbrook, IL 60062	N/A	$0	Not Specified	Fee-Only

Financial Advisor

Andrew HouteCASL^®, CFP^®, CRPS^®, EANext Level Planning & Wealth Management325 N. Corporate Drive, Suite 120Brookfield, WI 53045

Experience18 Years

AUM$0

Minimum Assets$250,000

Fee StructureFee-Based

Financial Advisor

Edelman Financial Engines, LLC

5215 N. Ironwood RdGlendale, WI 53217

N16W23217 Stone Ridge DriveWaukesha, WI 53188

2501 West Beltline HighwayMadison, WI 53713

3100 Sanders RoadNorthbrook, IL 60062

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Menomonee Falls, Wisconsin

VETTED

Andrew HouteCASL^®, CFP^®, CRPS^®, EA

Next Level Planning & Wealth Management

About Andrew Houte

Partner at Next Level Planning & Wealth Management CERTIFIED FINANCIAL PLANNER™ professional Chartered Advisor for Senior Living (CASL^®) Chartered Retirement Plan SpecialistSM (CRPS^®)

Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others. Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor. Member of the Next Level Planning & Wealth Management since 2015

About Next Level Planning & Wealth Management

Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future.

We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations.

We continuously conduct surveys with our clients to determine what is important to them.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Qualifications

CRD# 4586318 Firm CRD# 123913Series 7, 66

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Office Location

325 N. Corporate Drive, Suite 120,Brookfield,WI 53045

Phone Number

414-369-6627

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

5215 N. Ironwood Rd,Glendale,WI 53217Phone Number877-208-7414

N16W23217 Stone Ridge Drive,Suite 100,Waukesha,WI 53188Phone Number877-208-7414

2501 West Beltline Highway,Suite 405,Madison,WI 53713Phone Number877-208-7414

3100 Sanders Road,Suite 125,Northbrook,IL 60062Phone Number877-208-7414

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Top Financial Advisory Firms in Menomonee Falls, Wisconsin

Menomonee Falls, Wisconsin is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Menomonee Falls, Wisconsin are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Menomonee Falls, Wisconsin, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCMilwaukee, WI	260	25	$281,345,911,200	A percentage of AUM, Performance Based
ARTISAN PARTNERS LIMITED PARTNERSHIPMilwaukee, WI	503	259	$151,331,807,781	A percentage of AUM, Performance Based
TRUSTAGE INVESTMENT MANAGEMENTMadison, WI	64	350	$35,460,961,000	A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
MASON STREET ADVISORS, LLCMilwaukee, WI	14	31	$28,558,864,166	A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
FIDUCIARY MANAGEMENT, INC.Milwaukee, WI	26	769	$14,936,427,714	A percentage of AUM
MADISON INVESTMENT ADVISORS, LLCMadison, WI	95	14743	$13,237,436,659	A percentage of AUM, Fixed fees
TIDAL INVESTMENTS LLCMilwaukee, WI	52	373	$11,334,422,677	A percentage of AUM, Fixed fees
NATIONAL INVESTMENT SERVICES OF AMERICA, LLCMilwaukee, WI	35	313	$9,848,742,000	A percentage of AUM, Performance Based
JOHNSON WEALTH INC.Milwaukee, WI	137	2516	$8,435,966,964	A percentage of AUM, Fixed fees
ORGEL WEALTH MANAGEMENT, LLCAltoona, WI	78	10031	$7,104,580,359	A percentage of AUM, Fixed fees
HECK CAPITAL ADVISORS, LLCRhinelander, WI	20	3566	$6,656,170,303	A percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES)
NICHOLAS CO INCMilwaukee, WI	17	13	$6,320,548,103	A percentage of AUM, Performance Based
GENEVA CAPITAL MANAGEMENT LLCMilwaukee, WI	21	3835	$5,841,894,931	A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
PROVIDENT TRUST COMPANYWaukesha, WI	12	1119	$5,743,082,043	A percentage of AUM
ANNEX WEALTH MANAGEMENT, LLCBrookfield, WI	139	18642	$5,583,981,406	A percentage of AUM, Hourly charges, Fixed fees