Calumet County, WI Financial Advisors and Resources



Financial Advisor Firms in Calumet County, WI



How Retirement-Friendly is Calumet County, WI?

  • Population: 49,928
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $184,500
  • Average Monthly Housing Cost: $996
  • Average Household Income: $89,724
  • 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.)


Calumet County, WI Financial Advisor FAQs

Here are some questions you can ask a financial advisor to help avoid frauds, scams, and other unscrupulous business practices: What credentials do you have that make you qualified to advise me? Do you have any licenses related to your job?
A hybrid model is also possible where the advisor works on an hourly fee basis but retains some portion of the assets under management as compensation. Again, the fees should never exceed 1% per year, and can sometimes be deferred to take advantage of market fluctuations.
First, you have to know what you want out of a financial advisor. When you are able to define your needs, it will then be much easier to narrow down from a wide variety of options depending on the financial advisor's expertise.
Financial advisors work with people to develop and implement long-term financial plans. They employ a consultative approach that meets the needs of individual clients and households, as well as those of small businesses and large institutions.