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FORTRESS PLANNING GROUP

Financial Advisor serving Pewaukee, Wisconsin · 1 of 4 financial advisors in the area

📍 N17W24222 RIVERWOOD DR., PEWAUKEE, WI 53188
📞 (262) 264-••••
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📍 N17W24222 RIVERWOOD DR., PEWAUKEE, WI 53188

About FORTRESS PLANNING GROUP

FORTRESS PLANNING GROUP is a financial advisor located in Pewaukee, Wisconsin. As a local financial advisor, they serve Pewaukee and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Pewaukee 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 Pewaukee

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 Pewaukee may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Pewaukee

✓ 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 Pewaukee?
Financial Advisors in Pewaukee 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 Pewaukee?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Pewaukee to choose from.
Does FORTRESS PLANNING GROUP offer free quotes?
Contact FORTRESS PLANNING GROUP directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Pewaukee

Navigation Wealth Management

1166, Quail Court, Pewaukee, WI, 53072

National Bank

N27 W24025, Paul Court, Pewaukee, WI, 53072

SHAKESPEARE WEALTH MANAGEMENT, LLC

N22 W27847 EDGEWATER DRIVE, PEWAUKEE, WI 53072

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