# Paul Borges

> Paul Borges is a fee-only financial advisor at Borges Financial in Brookfield, Wisconsin, who holds the CFA, CFP and MS credentials. Paul charges hourly fees and a flat fee or retainer (no asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/paul-borges/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Borges Financial
- **Based in:** Brookfield, Wisconsin
- **Fee model:** Hourly; Flat fee or retainer
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFA, CFP, MS
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals
- **CRD:** 5704166 (https://adviserinfo.sec.gov/individual/summary/5704166)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://borgesfinancial.com

## Frequently asked questions

### Is Paul Borges a fee-only financial advisor?

Yes. Paul Borges is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.

### How does Paul charge for financial advice?

Paul charges hourly fees and a flat fee or retainer.

### How much does Paul charge?

According to Borges Financial's website, checked October 28, 2026: no asset minimum.

### Where is Paul Borges based?

Paul Borges is based in Brookfield, Wisconsin.

### What does Paul specialize in?

Paul's specialties include retirement planning. Paul works with retirees, pre-retirees and early-career professionals.

### What credentials does Paul Borges hold?

Paul Borges holds the CFA, CFP and MS credentials.

### Is Paul Borges registered with the SEC?

Yes. Paul Borges is registered as an investment adviser representative in TX and WI (CRD 5704166), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Paul Borges?

Through Paul's website, borgesfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46872): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.borgesfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.