Wea Financial Advisors, INC.

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Assets Under Management

$554.3M

Number of Clients

620

Number of Advisors

Average Client AUM

$894K

AUM per Advisor

$184.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

WEA Financial Advisors provides fee-based investment advisory services, including portfolio analysis, retirement income projection, retirement income analysis, and personal investment accounts. Services are limited to public school employees and their families. Fees are hourly or based on assets under management.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Retirement PlanningInvestment ManagementFinancial Planning & Coaching

Location

660 John Nolen Drive, Madison, WI, 53713

3 Advisors at this firm

Andrea Lynn Hartwig

CFP

Anna Kayla Edelstein

CFP