Top Financial Advisors in Middleton, WI
Top Advisors in Middleton
Median Advisor Fee
Compensation Types
Top Credentials
Frequently Asked Questions
How much does a financial advisor cost in Middleton?
The median advisory fee in Middleton, WI is 1.20% of assets under management. This is 4% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.
How many fee-only advisors are in Middleton?
There are 127 fee-only financial advisors in Middleton, WI, representing 67.6% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.
What credentials should I look for in a Middleton financial advisor?
The most common professional designation among Middleton advisors is the CFP (Certified Financial Planner), held by 43 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.