Romagna Wealth Management Group

Name: Romagna Wealth Management Group
Address: N88W16447, Main Street, Menomonee Falls, WI, 53051, menomonee falls, WI, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Menomonee Falls, Wisconsin · 1 of 2 financial advisors in the area

📍 N88W16447, Main Street, Menomonee Falls, WI, 53051

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📍 N88W16447, Main Street, Menomonee Falls, WI, 53051

About Romagna Wealth Management Group

Romagna Wealth Management Group is a financial advisor located in Menomonee Falls, Wisconsin. As a local financial advisor, they serve Menomonee Falls and surrounding communities in Wisconsin. Contact them through ProHorizon for a free quote.

Financial professionals in Menomonee Falls should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Menomonee Falls

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Menomonee Falls may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Menomonee Falls

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Menomonee Falls?

Financial Advisors in Menomonee Falls typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Menomonee Falls?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Menomonee Falls to choose from.

Does Romagna Wealth Management Group offer free quotes?

Contact Romagna Wealth Management Group directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Menomonee Falls

RICHARDSON CAPITAL MANAGEMENT, LLC

W134 N8688 EXECUTIVE PARKWAY, MENOMONEE FALLS, WI 53051