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Financial Advisors

DENALI WEALTH MANAGEMENT, INC.

Financial Advisor serving Mequon, Wisconsin · 1 of 8 financial advisors in the area

📍 1325 W TOWNE SQUARE ROAD, MEQUON, WI 53092
📞 (414) 978-••••
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📍 1325 W TOWNE SQUARE ROAD, MEQUON, WI 53092

About DENALI WEALTH MANAGEMENT, INC.

DENALI WEALTH MANAGEMENT, INC. is a financial advisor located in Mequon, Wisconsin. As a local financial advisor, they serve Mequon and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Mequon 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 Mequon

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$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. Prices in Mequon may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Mequon

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Mequon?
Financial Advisors in Mequon 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 Mequon?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 8 financial advisors in Mequon to choose from.
Does DENALI WEALTH MANAGEMENT, INC. offer free quotes?
Contact DENALI WEALTH MANAGEMENT, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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SPECTRUM INVESTMENT ADVISORS, INC.

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RICHMOND INVESTMENT SERVICES LLC

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THE KIECKHEFER GROUP

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CAPITAL MIDWEST ADVISORS II, LLC

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