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Real Wealth Advisors LLC

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About

Real Wealth Advisors, LLC is a Wisconsin‑registered investment adviser that provides non‑discretionary financial advisory and project‑based consulting to a mix of clients, including individuals, trusts and estates, pension and profit‑sharing plans, and corporate entities. The firm’s services described in the brochure cover personalized planning topics such as asset organization, tax‑efficiency planning, retirement distribution and pension analysis, stock option analysis, and life insurance planning.

RWA delivers recommendations grounded in fundamental, technical and cyclical analysis and relies on clients to implement its advice through custodians and broker‑dealers; it does not manage or place client assets or exercise discretionary trading authority. The firm generally structures engagements as flat‑fee or hourly consulting arrangements rather than relying primarily on percentage‑of‑assets billing, and it typically recommends a particular broker‑dealer for custody and execution while encouraging clients to evaluate providers independently.

Distinctive features disclosed in the brochure include a newly formed affiliated tax services entity created in December 2025, to which RWA refers clients (the affiliation and the separate fee arrangements are disclosed and the firm notes the referral creates a conflict of interest). The brochure also notes that RWA’s representatives act as representatives of a broker‑dealer and are licensed to sell insurance products, meaning advisory recommendations sit alongside referral relationships and potential commission‑bearing activities despite the firm’s advice‑only, non‑custodial advisory model.

Client services

Financial planning Educational seminars or workshops Consulting

Expertise

General retirement planning Social Security optimization Retirement withdrawal strategies General tax planning

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Fee options

Fixed

One-time flat fees based on asset value ranges as detailed above.

Percentage

$0 - $100,000: Up to $2,000 flat fee $100,001 - $250,000: $2,000 to $5,000 flat fee $250,001 - $500,000: $5,000 to $10,000 flat fee $500,001 - $750,000: $10,000 to $15,000 flat fee $750,001+: Up to 2% of value of assets

Project-based

Hourly fees range from $200 to $300 depending on scope and nature of advice, available in limited circumstances.

Other

Minimum fee: Up to $2,000 for assets $0 to $100,000; $2,000 to $5,000 for $100,001 to $250,000; $5,000 to $10,000 for $250,001 to $500,000; $10,000 to $15,000 for $500,001 to $750,000; Up to 2% of assets over $750,000 Fee-only: Fee-only financial advisory firm, fees are only advisory and consulting fees paid by clients.

Main office

300 North Executive Dr, Suite 125

Brookfield WI 53005

Advisors at this office

2

Most active in

Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Donald M

CFP®, Series 63

Brookfield, WI

Real Wealth Advisors LLC

Donald Mathias is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently the owner and advisor at Real Wealth Advisors LLC in Brookfield, WI, with prior roles at firms including Raymond James Financial Services and Securities America Advisors. Mathias is also engaged in insurance sales as part of his broader professional activities. Real Wealth Advisors LLC is a Wisconsin-registered investment adviser providing non-discretionary financial advisory and project-based consulting to individuals, trusts and estates, pension and profit-sharing plans, and corporate entities. The firm emphasizes personalized planning services such as asset organization, tax-efficiency, retirement and pension analysis, and life insurance planning, delivering recommendations without exercising discretionary trading authority.

General retirement planning Social Security optimization Retirement withdrawal strategies General tax planning
user avatar

John S

Series 65

Brookfield, WI

Real Wealth Advisors LLC

John Sanders is a financial advisor at Real Wealth Advisors LLC with a Series 65 designation and nine years of prior experience at Sanders & Waldvogel, S.C. He has been with Real Wealth Advisors LLC and affiliated entities since 2025. Real Wealth Advisors provides non-discretionary financial advisory and project-based consulting services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm offers personalized recommendations based on fundamental, technical, and cyclical analysis and does not manage or custody client assets, typically charging one-time flat or hourly fees.

General retirement planning Social Security optimization Retirement withdrawal strategies General tax planning
View complete list of advisors at this firm
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