Firm
Borges Financial
Brookfield, Wisconsin
Fee-only
Borges Financial at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 42 individual clients, 29 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Brookfield, Wisconsin |
|---|---|
| Website | borgesfinancial.com |
| [email protected] | |
| Phone | (262) 229-7193 |
Borges Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Flat fee |
In the firm's words
"No asset management fees, no net worth minimums, and no income requirements" source
"we simply charge a flat hourly fee that is not tied to your assets" source
"clients just pay a flat/hourly fee for our financial expertise and time" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 13 |
| High-net-worth clients | 29 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 311906 |