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Find The Best Financial Advisors in Appleton, Wisconsin

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Appleton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Appleton & pick the one as per your needs

How To Find The Best Financial Advisors in Appleton, Wisconsin
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Appleton, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 14 non-vetted financial advisors in Appleton, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Appleton, Wisconsin have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Appleton, Wisconsin

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

920-606-9446

Address

4321 West College Avenue,
Suite 200,
Appleton, WI 54914 See Details

Endowment Wealth Management

920-785-6010

Address

W6272 Communication Court,
Appleton, WI 54914 See Details

Evexia Wealth, LLC

715-344-9496

Address

1265 Main Street, Suite 105,
Stevens Point, WI 54481 See Details

Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GATEWAY WEALTH PARTNERS, LLC 100 W. Lawrence Street, Suite 304 Appleton, WI, 54911	322789	$891,580,271	3968	A percentage of AUM, Hourly charges, Fixed fees
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. 3501 E Evergreen Drive, Ste A Appleton, WI, 54913	149830	$815,977,938	2722	A percentage of AUM, Hourly charges, Fixed fees
COPPER HARBOR INVESTMENT ADVISORS, LLC 250 North Metro Drive, Suite A Appleton, WI, 54913	169978	$665,000,000	228	A percentage of AUM, Hourly charges
AVAII WEALTH MANAGEMENT, LLC 2101 N Casaloma Dr, Appleton, WI, 54913	298165	$442,587,428	2402	A percentage of AUM, Hourly charges, Fixed fees
WINCH FINANCIAL 424 E. Wisconsin Avenue, Appleton, WI, 54911	110194	$420,199,081	2554	A percentage of AUM, Hourly charges, Fixed fees
ENDOWMENT WEALTH MANAGEMENT, INC. W6272 Communication Court, Appleton, WI, 54914-8531	108652	$354,467,316	2076	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 3601 E. Evergreen Drive, Suite 100 Appleton, WI, 54913	142682	$343,318,298	2206	A percentage of AUM, Hourly charges, Fixed fees
SUMNICHT & ASSOCIATES, LLC 5485 W Grande Market Drive, Suite D Appleton, WI, 54913	111421	$287,175,336	107	A percentage of AUM, Hourly charges, Fixed fees, Other (TRUST ADMINISTRATION FEES)
CORNERSTONE FINANCIAL GROUP 158 E Northland Ave, Appleton, WI, 54911	324255	$183,820,785	1386	A percentage of AUM, Fixed fees
CONCEPTUAL FINANCIAL ADVISORS, LLC 2561 E. Calumet St., Appleton, WI, 54915	167513	$163,575,190	713	A percentage of AUM, Hourly charges, Fixed fees
STONEHAVEN WEALTH & TAX SOLUTIONS 540 South Westland Drive, Appleton, WI, 54914	332731	$153,732,017	856	A percentage of AUM
COLLAR CAPITAL MANAGEMENT, LLC 100 West Lawrence St., Suite 418 Appleton, WI, 54911	152325	$105,754,561	218	A percentage of AUM, Fixed fees
ETF MODEL SOLUTIONS, LLC W6272 Communication Court, Appleton, WI, 54914-8531	168410	$15,746,673	233	A percentage of AUM, Other (LICENSE FEES)
ISECTORS, LLC 5485 W Grande Market Drive, Suite D Appleton, WI, 54913	147589	$0	0	Other (LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS)

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Find The Best Financial Advisors in Appleton, Wisconsin

How To Find The Best Financial Advisors in Appleton, WisconsinLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Appleton, Wisconsin

Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

Address

Endowment Wealth Management

Address

Evexia Wealth, LLC

Address

Top Financial Advisor Firms in Appleton, Wisconsin (Ranked by AUM)

Select other cities around Appleton, Wisconsin to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Appleton, Wisconsin
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy