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Financial Advisors

DRAKE & ASSOCIATES, LLC

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

📍 20965 CROSSROADS CIRCLE, WAUKESHA, WI 53186
📞 (414) 409-••••
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📍 20965 CROSSROADS CIRCLE, WAUKESHA, WI 53186

About DRAKE & ASSOCIATES, LLC

DRAKE & ASSOCIATES, 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

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 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 DRAKE & ASSOCIATES, LLC offer free quotes?
Contact DRAKE & ASSOCIATES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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