Find a Financial Advisor in Fond du Lac County, WI

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We did the hard work of finding trustworthy partners in Fond du Lac County, WI.

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We Only Work With The Best Fond du Lac County Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fond du Lac County, WI


  • Financial Advisor Close to Fond du Lac County, 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

The Value of Working With the Best Financial Planners in Fond du Lac County, 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 Fond du Lac County, WI

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

  • Population: 102,597
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $162,600
  • Average Monthly Housing Cost: $867
  • Average Household Income: $76,670
  • 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 Fond du Lac County, WI

 

WOODBURY FINANCIAL SERVICES, INC.

Website

(920) 921-6288

N6687 Wrightway Drive

Fond Du Lac, WI 54937

SEC#: 801-54905
Years in Business: 24 years

 


Fond du Lac County, WI Financial Advisor FAQs

Fond du Lac County is located in east-central Wisconsin. The county seat is Fond du Lac. The county is bounded on the north by Winnebago County, on the east by Green Lake County, on the south by Dodge County, and on the west by Sheboygan County. The top employer in Fond du Lac County, Wisconsin, is the Walmart Distribution Center with over 2,000 employees and annual revenue of $315 million. Fond du Lac County is Wisconsin is known for its lakes, forests, and rolling hills. In addition, the county has a rich history and vibrant culture that visitors can enjoy. There are also plenty of things to do in Fond du Lac County, whether you're looking for outdoor recreation or arts and culture. We've got a team of financial advisors covering Fond du Lac County, Wisconsin. Featuring a scenery of rolling hills, verdant forests, and gleaming lakeshores, this is a county and political subdivision at the southern shore of Lake Winnebago, thus having a name that translates to “bottom of the lake.” Its county seat is Fond du Lac, and it belongs to the Fond du Lac, Wisconsin Metropolitan Statistical Area. Some of the cities nearby are Milwaukee, Madison, and Chicago. Financial advisors in the county are at your service in its neighboring areas through the links below.

The best way to choose a financial advisor is to ask trusted friends, family members, or colleagues for referrals.

Yes. A professional advisor has important advantages over a do-it-yourself approach to financial management.

Financial advisors typically work with clients to attain financial stability for their future. An advisor is usually an individual or organization that can give professional legal, tax or investment advice on money matters.

Ask them about their fee structure. Advisors can use a variety of fee structures. Although most earn from commissions, it's recommended to go with a fee-only advisor to keep it simple and to avoid conflicts of interest.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.