Borges Financial fees and pricing
Financial planner in Brookfield, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 23, 2026, Borges Financial charges $395 an hour, a flat or project fee of $1,000, a monthly fee of $500-$1,000, and an annual fee of $6,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $395/hr
“Financial Planning engagements are offered at an hourly rate of $395 per hour.”
- Flat or project fee
- $1,000
“Ongoing Financial Planning consists of an upfront charge of $1,000 and an ongoing fee that is paid monthly, in arrears, at a rate ranging from $500 to $1,000 per month ($6,000 to $12,000 annually).”
- Monthly fee
- $500-$1,000/mo
From the same sentence as above.
- Annual fee
- $6,000-$12,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Borges Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable in certain cases.”
- “Any additional research, if deemed necessary and approved by the Client will also be invoiced.”
- “Fees for this service may be paid by electronic funds transfer or check.”
How Borges Financial’s fees compare
- Its hourly rate of $395 is above the Wisconsin median of $300. 74% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Brookfield that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Wisconsin median of $3,000. 10% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Brookfield that publish a flat or project fee charge less.
- Its annual fee of $6,000-$12,000 is above the Wisconsin median of $5,000. 76% of the 25 other Wisconsin planners that publish an annual fee charge less.
- 3 of the 3 other planners in Brookfield that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Borges Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 42
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and other investment advisers
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311906
- Phone
- (262) 229-7193
Other planners in Brookfield that publish fees
- Annex Wealth Management, LLCBrookfield$1,000
- Brook CapitalBrookfield$1,000/yr
- Entasis Asset Management LLCBrookfield$4,000/yr
- Financial Strategies, Inc.Brookfield$300/hr, $1,000-$15,000
- Granite Financial GroupBrookfield$350/hr, $1,500-$10,000
- Midwest Wealth Solutions LLCBrookfield$400/hr, $8,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.