Find a Financial Planner in Appleton, WI

 

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We Only Work With The Best Appleton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Appleton, WI


  • Financial Advisor Close to Appleton, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Appleton Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Appleton area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Appleton can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
16.4% of Appleton's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Appleton area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Appleton area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Appleton area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Appleton area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Wisconsin has unique laws defining which actions trigger a taxable event and has the 17th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Appleton area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Appleton area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Appleton, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Appleton, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Appleton financial advisors.
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How Retirement-Friendly is Appleton, WI?

  • Population: 74,139
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $146,100
  • Average Monthly Housing Cost: $934
  • Average Household Income: $77,321
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


The Top Financial Advisor Firms in Appleton, WI


ISECTORS, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite 1
Appleton, WI 54914

SEC#: 801-69601
Years in Business: 12 years

VERUS INVESTMENT ADVISORY GROUP, INC.

Website

(920) 882-5299

5765 W. Grande Market Drive
Suite A
Appleton, WI 54913

SEC#: 801-112692
Years in Business: 3 years

COPPER HARBOR INVESTMENT ADVISORS, LLC

Website

(920) 687-7205

250 North Metro Drive

Appleton, WI 54913

SEC#: 801-81035
Years in Business: 6 years

AVAII WEALTH MANAGEMENT, LLC

Website

(920) 214-1212

2101 N Casaloma Dr

Appleton, WI 54913

SEC#: 801-113937
Years in Business: 2 years

SUMNICHT & ASSOCIATES, LLC

Website

(920) 731-4455

W6240 Communication Court
Suite #1
Appleton, WI 54914

SEC#: 801-60309
Years in Business: 20 years

THE APPLETON GROUP, LLC

Website

(920) 993-7727

100 W. Lawrence St
Suite 306
Appleton, WI 54911

SEC#: 801-62598
Years in Business: 17 years

KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

Website

(920) 733-3865

3601 E. Evergreen Drive
Suite 100
Appleton, WI 54913

SEC#: 801-67464
Years in Business: 14 years

ENDOWMENT WEALTH MANAGEMENT, INC.

Website

(920) 785-6010

W6272 Communication Court

Appleton, WI 54914

SEC#: 801-112413
Years in Business: 3 years

ADVISORS' PRIDE INC.

Website

(920) 731-9293

100 W. Lawrence Street
Suite 304
Appleton, WI 54911

SEC#: 801-80479
Years in Business: 6 years

ASC WEALTH & RETIREMENT ADVISORS LLC

Website

(920) 735-9800

5583 Waterford Lane, Suite A

Appleton, WI 54913

SEC#: 801-96217
Years in Business: 6 years