Find a Financial Advisor in Racine County, WI

 

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

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We Only Work With The Best Racine County 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 Racine County, WI


  • Financial Advisor Close to Racine 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 Racine 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 Racine County, WI

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

  • Population: 195,602
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $182,700
  • Average Monthly Housing Cost: $991
  • Average Household Income: $79,552
  • 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 Racine County, WI

 

UNIPLAN REAL ESTATE ADVISORS, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-24133
Years in Business: 36 years

UNIPLAN INVESTMENT COUNSEL, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-71802
Years in Business: 11 years

 


Racine County, WI Financial Advisor FAQs

The best place to start is with the Institute of Certified Financial Planners if you are in the U.S. The Institute of Certified Financial Planners is an unbiased membership organization for American financial planners who take pride in their professionalism, ethics and continuing education.
Yes. The services they provide often vary depending on the education level and regulatory body overseeing them but typically consist of providing personal advice, career advice, estate planning advice, risk management advice, retirement planning advice or other specific expertise relating specifically to money matters.
A financial advisor helps you plan your personal finances such as retirement or education. They can also help with wealth management or tax planning (among many other things).
Get a good discussion about the specific services they offer. This will likewise help you see what the potential financial advisor is particularly good at.