Financial advisors in Fitchburg, WI
Financial advisors and planners for retirement, investing and money decisions in Madison and nearby communities.
3 financial advisors serving Fitchburg
Financial advisors
Fallon Wealth Management
2976 Triverton Pike Dr Suite 103, Fitchburg
Are you a Madison-area financial advisor?
Listing is free. Add your business, or claim the one that's already here.
Choosing a financial advisor in the Madison area
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.