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Find Retirement Advisors for Retirement Planning in Brookfield, Wisconsin

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Brookfield, Wisconsin

Last Updated - April 25, 2025

Brookfield has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Brookfield, Wisconsin have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Brookfield, Wisconsin

VERIFIED

Andrew Houte
CASL^®, CFP^®, CRPS^®, EA
Next Level Planning & Wealth Management

Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66

Minimum Assets Required
$250,000

Address

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

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

2501 West Beltline Highway,
Suite 103,
Madison, WI 53713 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3100 Sanders Road,
Suite 125,
Northbrook, IL 60062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 12 Retirement Planning firms in Brookfield, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	17950 W. Corporate Drive, Suite 300 Brookfield, WI, 53045	$5,583,981,406	18642	139	A percentage of AUM, Hourly charges, Fixed fees
2	20300 Water Tower Boulevard, Suite 250, Brookfield, WI, 53045	$582,015,571	1934	8	A percentage of AUM, Hourly charges, Fixed fees
3	13805 W Burleigh Road, Suite 100 Brookfield, WI, 53005	$406,065,314	375	4	A percentage of AUM
4	375 Bishops Way Suite 232, Brookfield, WI, 53005	$251,993,929	108	5	A percentage of AUM
5	17160 W. North Ave, Suite 200 Brookfield, WI, 53005	$213,911,816	388	3	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
6	675 N.Barker Road, Suite #200, Brookfield, WI, 53045	$210,273,331	1417	5	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
7	13255 West Bluemound Road, Suite 205 Brookfield, WI, 53005	$176,735,267	771	3	A percentage of AUM, Hourly charges, Fixed fees
8	175 N. Patrick Blvd., Suite 170 Brookfield, WI, 53045-5857	$149,100,000	247	1	A percentage of AUM, Hourly charges, Fixed fees
9	200 S Executive Dr., Suite 101 Brookfield, WI, 53005	$136,078,266	428	4	A percentage of AUM, Fixed fees
10	13555 Bishops Court, Suite 340 Brookfield, WI, 53005	$131,674,171	547	5	A percentage of AUM, Hourly charges, Fixed fees
11	17100 W North Ave Suite 202, Brookfield, WI, 53005	$121,933,000	68	2	A percentage of AUM, Other (TAX RETURN PREP FEES)
12	19435 W. Capitol Drive, Brookfield, WI, 53045	$0	0	22	Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Brookfield, Wisconsin

ANNEX WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 127987

Assets Under Management $5,583,981,406

No. Of Clients18642

Clients Per Financial Advisor134

ANNEX WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18642 clients. The team consists of 139 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTATION FOR A FEE)

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BKM WEALTH MANAGEMENT

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QualificationsFirm CRD# 323928

Assets Under Management $582,015,571

No. Of Clients1934

Clients Per Financial Advisor242

BKM WEALTH MANAGEMENT is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $582M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1934 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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CHARTER CAPITAL MANAGEMENT, INC

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QualificationsFirm CRD# 35919

Assets Under Management $406,065,314

No. Of Clients375

Clients Per Financial Advisor94

CHARTER CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 375 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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ENVISION FINANCIAL LLC

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QualificationsFirm CRD# 314365

Assets Under Management $251,993,929

No. Of Clients108

Clients Per Financial Advisor22

ENVISION FINANCIAL LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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STERLING CAPITAL MANAGEMENT INC

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QualificationsFirm CRD# 106822

Assets Under Management $213,911,816

No. Of Clients388

Clients Per Financial Advisor129

STERLING CAPITAL MANAGEMENT INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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BROOK CAPITAL

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QualificationsFirm CRD# 130919

Assets Under Management $210,273,331

No. Of Clients1417

Clients Per Financial Advisor283

BROOK CAPITAL is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1417 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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REVIEW SERVICES INC

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QualificationsFirm CRD# 110277

Assets Under Management $176,735,267

No. Of Clients771

Clients Per Financial Advisor257

REVIEW SERVICES INC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 771 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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GRANITE FINANCIAL GROUP

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QualificationsFirm CRD# 168675

Assets Under Management $149,100,000

No. Of Clients247

Clients Per Financial Advisor247

GRANITE FINANCIAL GROUP is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 247 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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ENTASIS ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 282711

Assets Under Management $136,078,266

No. Of Clients428

Clients Per Financial Advisor107

ENTASIS ASSET MANAGEMENT LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

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FINANCIAL STRATEGIES, INC.

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QualificationsFirm CRD# 113097

Assets Under Management $131,674,171

No. Of Clients547

Clients Per Financial Advisor109

FINANCIAL STRATEGIES, INC. is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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KULT WEALTH MANAGEMENT GROUP, LLC

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QualificationsFirm CRD# 126740

Assets Under Management $121,933,000

No. Of Clients68

Clients Per Financial Advisor34

KULT WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (TAX RETURN PREP FEES)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Other (INCOME TAX RETURN PREPARATION)

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FRANCIS LLC

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QualificationsFirm CRD# 130687

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

FRANCIS LLC is a financial advisory firm situated in Brookfield, Wisconsin. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees

Financial Planning Services

Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CORPORATE FINANCIAL WELLNESS, PENSION PLAN PARTICIPANT ADVISORY/EDUCATION)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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