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Compeer Financial

Financial Advisor serving Sun Prairie, Wisconsin · 1 of 3 financial advisors in the area

📍 2600 Jenny Wren Trail, Sun Prairie, WI, 53590
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📍 2600 Jenny Wren Trail, Sun Prairie, WI, 53590

About Compeer Financial

Compeer Financial is a financial advisor located in Sun Prairie, Wisconsin. As a local financial advisor, they serve Sun Prairie and surrounding communities in Wisconsin. Contact them through ProHorizon for a free quote.

Financial professionals in Sun Prairie 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 Sun Prairie

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 Sun Prairie may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Sun Prairie

✓ 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 Sun Prairie?
Financial Advisors in Sun Prairie 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 Sun Prairie?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Sun Prairie to choose from.
Does Compeer Financial offer free quotes?
Contact Compeer Financial directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Sun Prairie

Edward Jones

240, East Main Street, Sun Prairie, WI, 53590

WISCONSIN WEALTH ADVISORS, LLC

1777 WEST MAIN STREET, SUN PRAIRIE, WI 53590

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