Best Financial Advisors in PEWAUKEE, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$345M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in PEWAUKEE
#1
100
FORTRESS PLANNING GROUP
PEWAUKEE, WI · Since 2023
$345M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
97
LASALLE INVESTMENT ADVISORS, INC.
PEWAUKEE, WI · Since 2026
$134M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
SHAKESPEARE WEALTH MANAGEMENT, LLC
PEWAUKEE, WI · Since 2015
$642M AUM6 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PEWAUKEE?
The median advisory fee in PEWAUKEE, WI is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.