Fee only financial advisors in West Bend, Wisconsin: hourly and flat fee prices

3 registered advisers based in West Bend offer financial planning for an hourly, fixed or subscription fee, with no commissions.

3 of the 3 fee only firms based in West Bend publish dollar fees. Their median hourly rate is $200. Updated October 2026.

What advisors in West Bend charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$200/hr$200⁠-⁠$250/hr3 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in West Bend and their published fees

3 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Client First Investment Management LLC$200/hr$250⁠-⁠$3,000$49/mo
CWP Private Wealth Management$200⁠-⁠$300/hrNot publishedNot published
Larson Wealth Management, LLC$200/hrNot publishedNot published

See all fee only advisors in Wisconsin