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CAPITAL INNOVATIONS, LLC

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

📍 N19W24400 RIVERWOOD DR, WAUKESHA, WI 53188
📞 (262) 746-••••
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📍 N19W24400 RIVERWOOD DR, WAUKESHA, WI 53188

About CAPITAL INNOVATIONS, LLC

CAPITAL INNOVATIONS, LLC is a financial advisor located in Waukesha, Wisconsin. As a local financial advisor, they serve Waukesha and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Waukesha 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 Waukesha

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

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✅ Tips for Hiring Financial Advisors in Waukesha

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Frequently Asked Questions

How much does a financial advisor cost in Waukesha?
Financial Advisors in Waukesha 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 Waukesha?
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 Waukesha to choose from.
Does CAPITAL INNOVATIONS, LLC offer free quotes?
Contact CAPITAL INNOVATIONS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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