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Find Retirement Advisors for Retirement Planning in West Bend, 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 West Bend, Wisconsin

Last Updated - April 25, 2025

West Bend has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in West Bend, Wisconsin have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in West Bend, 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

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Top 3 Retirement Planning firms in West Bend, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1755 W. Paradise Dr., West Bend, WI, 53095	$206,472,394	1006	3	A percentage of AUM, Hourly charges
2	215 N. Main Street, Suite 1040 West Bend, WI, 53095	$126,177,235	479	14	A percentage of AUM, Hourly charges, Fixed fees
3	1755 W. Paradise Dr., West Bend, WI, 53095	$106,641,597	513	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in West Bend, Wisconsin

CWP PRIVATE WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 281520

Assets Under Management $206,472,394

No. Of Clients1006

Clients Per Financial Advisor335

CWP PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1006 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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CLIENT FIRST INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 282600

Assets Under Management $126,177,235

No. Of Clients479

Clients Per Financial Advisor34

CLIENT FIRST INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 479 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS)

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CAPITAL WEALTH ADVISORS, LTD.

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QualificationsFirm CRD# 155263

Assets Under Management $106,641,597

No. Of Clients513

Clients Per Financial Advisor257

CAPITAL WEALTH ADVISORS, LTD. is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 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
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (FINANCIAL PLANNING AND CONSULTING)

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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