Find a Financial Advisor in Janesville, WI

 

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We did the hard work of finding trustworthy partners in Janesville, WI.

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We Only Work With The Best Janesville 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 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 Janesville, WI


  • Financial Advisor Close to Janesville, 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 Janesville, 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 Janesville, WI

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

  • Population: 64,245
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $144,900
  • Average Monthly Housing Cost: $923
  • Average Household Income: $69,687
  • 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 Janesville, WI

 

UNCOMMON CENTS INVESTING

Website

(608) 563-2437

1215 Suffolk Dr.
Unit 100
Janesville, WI 53546

SEC#: 801-111907
Years in Business: 4 years

SONTAG ADVISORY LLC

Website

(888) 303-2357

500 Midland Court

Janesville, WI 53546

SEC#: 801-49390
Years in Business: 26 years

SA STONE INVESTMENT ADVISORS INC.

Website

(608) 758-2222

33 E. Racine Street

Janesville, WI 53545

SEC#: 801-80747
Years in Business: 6 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(608) 352-7125

One Parker Place
Suite 600
Janesville, WI 53545

SEC#: 801-69329
Years in Business: 13 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(608) 756-5112

2720 N. Lexington Dr.

Janesville, WI 53545

SEC#: 801-71639
Years in Business: 11 years

RETIREMENT PLAN ADVISORS, LLC

Website

(608) 531-0190

3618 Ridge Drive
Suite 150
Janesville, WI 53548

SEC#: 801-63261
Years in Business: 17 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(608) 352-7125

One Parker Place
Suite 600
Janesville, WI 53545

SEC#: 801-69329
Years in Business: 13 years

SA STONE INVESTMENT ADVISORS INC.

Website

(608) 758-2222

33 E. Racine Street

Janesville, WI 53545

SEC#: 801-80747
Years in Business: 6 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(608) 756-5112

2720 N. Lexington Dr.

Janesville, WI 53545

SEC#: 801-71639
Years in Business: 11 years

 


Janesville, WI Financial Advisor FAQs

Financial advisors get paid from a variety of sources. These sources may include commissions on securities sold to clients, a percentage of an investment portfolio under management, a flat or fixed fee.
A financial advisor will keep track of all your assets and liabilities which could save you time and energy when making crucial decisions involving your money.
A financial advisor aims to maximize your investment returns within your risk tolerance by diversifying their efforts between stocks, bonds, and other investment vehicles.
Establish first your own needs and goals before choosing a financial advisor. Then pick the most qualified advisor in the area of specialization that you're looking for.