City Guide

How to Choose a Financial Advisor in MEQUON, WI

A data-driven guide based on 42 registered advisors in MEQUON
01

Local Market Overview

There are 42 registered financial advisors in MEQUON, Wisconsin. Approximately 79% report fee-based compensation, while 0% include commission-based compensation. The average firm serving MEQUON manages $1.3B in assets.

Registered Advisors
42
In MEQUON, WI
Avg Firm AUM
$1.3B
Assets under management
Top Credential
—
Community Profile

MEQUON has a population of 25,102 with a median household income of $141,996. The median age is 46.

Advisor density: 16.7 per 10K residents
Median income: $141,996
Compensation Types Reported
Percentage of AUM
79% of advisors · 33 total
Subscription fees
31% of advisors · 13 total
Hourly charges
21% of advisors · 9 total
Performance-based fees
19% of advisors · 8 total
Other: BY PLAN PARTICIPANT FLAT FEES
17% of advisors · 7 total
Other: FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT
2% of advisors · 1 total
02

What to Look For

Check their credentials
The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.
Understand fee structures
Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Wisconsin fee analysis →
Verify their registration
Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.
Ask about account minimums
Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.
Review their Form CRS
The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.
03

Browse Advisors in MEQUON

42 advisors in MEQUON, WI

Search the full directory of registered financial advisors in MEQUON. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse MEQUON AdvisorsAll Cities in Wisconsin
04

Frequently Asked Questions

How many financial advisors are in MEQUON, WI?
There are 42 registered financial advisors in MEQUON, Wisconsin, according to SEC and FINRA registration data.
What credentials should a financial advisor in MEQUON have?
Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning.
Are financial advisors in MEQUON required to be fiduciaries?
Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.
What do financial advisors in MEQUON charge?
Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.
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Browse MEQUON Advisors by Specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
More Research
What Do Financial Advisors Cost in Wisconsin? →National Fee Analysis →