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Find Retirement Advisors for Retirement Planning in Mequon, 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 Mequon, Wisconsin

Last Updated - May 6, 2025

Mequon has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Mequon, Wisconsin have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Mequon, Wisconsin

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

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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

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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

Top 6 Retirement Planning firms in Mequon, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	11090 N. Weston Drive, Mequon, WI, 53092	$1,912,117,349	263	14	A percentage of AUM, Performance Based
2	6329 West Mequon Road, Mequon, WI, 53092	$724,823,216	986	22	A percentage of AUM, Hourly charges, Fixed fees, Other (BY PLAN PARTICIPANT FLAT FEES)
3	7702 W Mequon Rd, Mequon, WI, 53097-3217	$365,842,345	1255	10	A percentage of AUM, Hourly charges, Fixed fees
4	10224 N Port Washington Road, Mequon, WI, 53092	$183,919,000	101	2	A percentage of AUM
5	1325 W Towne Square Road, Mequon, WI, 53092-5047	$182,964,000	376	6	A percentage of AUM, Fixed fees
6	1323 W. Towne Square Road, Mequon, WI, 53092-5047	$168,025,208	138	2	A percentage of AUM

Information on Top Retirement Planning firms in Mequon, Wisconsin

REINHART PARTNERS, LLC

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QualificationsFirm CRD# 106432

Assets Under Management $1,912,117,349

No. Of Clients263

Clients Per Financial Advisor19

REINHART PARTNERS, LLC is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 263 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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SPECTRUM INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 108669

Assets Under Management $724,823,216

No. Of Clients986

Clients Per Financial Advisor45

SPECTRUM INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $725M assets under management, the firm specializes in crafting personalized retirement planning solutions for 986 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (BY PLAN PARTICIPANT FLAT FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

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RICHMOND INVESTMENT SERVICES LLC

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QualificationsFirm CRD# 327451

Assets Under Management $365,842,345

No. Of Clients1255

Clients Per Financial Advisor126

RICHMOND INVESTMENT SERVICES LLC is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $366M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1255 clients. The team consists of 10 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

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BEADELL A D INVESTMENT COUNSEL INC

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QualificationsFirm CRD# 106946

Assets Under Management $183,919,000

No. Of Clients101

Clients Per Financial Advisor51

BEADELL A D INVESTMENT COUNSEL INC is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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DENALI WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 153323

Assets Under Management $182,964,000

No. Of Clients376

Clients Per Financial Advisor63

DENALI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 376 clients. The team consists of 6 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
Pesnsion consulting services

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THE KIECKHEFER GROUP

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QualificationsFirm CRD# 331128

Assets Under Management $168,025,208

No. Of Clients138

Clients Per Financial Advisor69

THE KIECKHEFER GROUP is a financial advisory firm situated in Mequon, Wisconsin. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

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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