Paul Borges is a CFA, CFP-designated registered investment advisor at Borges Financial, based in Brookfield, WI, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 44 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Borges Financial offers ongoing financial planning arrangements for a limited number of clients, usually reserved for existing relationships. The service includes:
- An upfront onboarding charge of $1,000 for data gathering and setting up the financial plan
- Ongoing monthly fees ranging from $500 to $1,000 per month ($6,000 to $12,000 annually)
- Regular updates, reviews of investments and projections, and ongoing guidance as financial decisions arise
- Hourly financial planning — $395 per hour, billed in 15-minute increments for specific planning projects or ongoing consultations
- Investment advisor consulting — $250 per hour for other financial professionals needing research, portfolio analytics, or investment process audits (requires a minimum of 10 hours per month for ongoing assistance)
Contact
Paul Borges
Location
Brookfield, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Borges Financial
Previous Registrations
Contra Investments LLC
Origin Financial
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Edward Jones
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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