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Wea Financial Advisors, Inc.
Madison, Wisconsin
2.6
19 Reviews
WEA Financial Advisors, Inc. is a well-established investment advisory firm based out of Madison, WI. With a single office, they have established a strong presence in the local financial industry. Comprised of a dedicated team of three professionals, all of whom provide exceptional investment advisory services, WEA Financial Advisors, Inc. prides itself on delivering personalized and comprehensive financial guidance to its clients.
As experts in their field, the firm boasts an impressive average of approximately $133,490,000 in assets under management per investment advisor, surpassing the industry average. Their compensation str...see more
Assets Under Mgmt
$400.47M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other: RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS
Reviews for Wea Financial Advisors, Inc.
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