How many financial advisors are in West Bend, Wisconsin?

Falists lists 6 registered investment advisers with a principal office or filing address in West Bend, Wisconsin, based on public SEC IAPD data.

How do financial advisors in West Bend charge fees?

Fee structures vary by firm. In West Bend, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for West Bend?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Wisconsin · 6 advisers

Financial Advisors in West Bend, Wisconsin

Looking for a financial advisor in West Bend, Wisconsin? Falists indexes 6 SEC-registered and state-registered investment advisers in West Bend — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $276.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$276.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement1 Institutional1

Top advisors in West Bend

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

CWP PRIVATE WEALTH MANAGEMENT

West Bend, WI

AUM

$276.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

262-226-2729

Full profile Visit site →

CLIENT FIRST INVESTMENT MANAGEMENT LLC

West Bend, WI

AUM

$271.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

262-335-1700

Full profile Visit site →

LARSON WEALTH MANAGEMENT, LLC

West Bend, WI

AUM

$59.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

262-353-9700

Full profile Visit site →

CAPITAL WEALTH ADVISORS, LTD.

West Bend, WI

AUM

$126.1M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

262-306-0066

Full profileNo website

KDHH INVESTMENTS LLC

West Bend, WI

AUM

$3.0M

Trusts & Estates

Team

0 total employees

Clients

Fees

Percentage of AUM

262-334-1015

Full profileNo website

HBW RIA SERVICES, LLC

West Bend, WI

AUM

—

Team

1 employees

Clients

Fees

SOLICITOR FEES

262-226-2729

Full profileNo website

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Waukesha (8)Wausau (7)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in West Bend, Wisconsin?: 6 registered investment advisers are listed in our West Bend directory, sourced from public SEC filings.
What types of advisors are in West Bend?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in West Bend?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.