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Find Retirement Advisors for Retirement Planning in Menomonee Falls, 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 Menomonee Falls, Wisconsin

Last Updated - April 25, 2025

Menomonee Falls has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Menomonee Falls, Wisconsin have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Menomonee Falls, 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 2 Retirement Planning firms in Menomonee Falls, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	W134 N8688 Executive Parkway, Menomonee Falls, WI, 53051	$445,461,076	222	7	A percentage of AUM, Hourly charges, Fixed fees
2	111 Heritage Reserve, Suite 200 Menomonee Falls, WI, 53051	$345,754,439	705	7	A percentage of AUM

Information on Top Retirement Planning firms in Menomonee Falls, Wisconsin

RICHARDSON CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 130985

Assets Under Management $445,461,076

No. Of Clients222

Clients Per Financial Advisor32

RICHARDSON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Menomonee Falls, Wisconsin. With a nearly $445M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 7 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
Other (ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE)

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MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 106288

Assets Under Management $345,754,439

No. Of Clients705

Clients Per Financial Advisor101

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Menomonee Falls, Wisconsin. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 705 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO UMA PROGRAMS)

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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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