Best Financial Advisors in WEST BEND, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$272M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in WEST BEND
#1
85
CAPITAL WEALTH ADVISORS, LTD.
WEST BEND, WI · Since 2014
$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
84
CWP PRIVATE WEALTH MANAGEMENT
WEST BEND, WI · Since 2021
$276M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
84
CLIENT FIRST INVESTMENT MANAGEMENT LLC
WEST BEND, WI · Since 2022
$272M AUM6 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WEST BEND?
The median advisory fee in WEST BEND, 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.