Find a Financial Advisor in Stevens Point, WI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Stevens Point 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 Stevens Point, WI


  • Financial Advisor Close to Stevens Point, 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 Stevens Point, 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 Stevens Point, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Stevens Point financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Stevens Point, WI?

  • Population: 26,229
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $139,400
  • Average Monthly Housing Cost: $785
  • Average Household Income: $61,717
  • 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 Stevens Point, WI

 

SENTRY INVESTMENT MANAGEMENT, L.L.C.

Website

(715) 346-6000

1800 N Point Drive

Stevens Point, WI 54481

SEC#: 801-7942
Years in Business: 50 years

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Website

(715) 344-4984

3125 John Joanis Drive

Stevens Point, WI 54482

SEC#: 801-57242
Years in Business: 21 years

BROOKSTONE CAPITAL MANAGEMENT LLC

Website

(715) 544-1610

2715 Post Road, Suite A

Stevens Point, WI 54481

SEC#: 801-68010
Years in Business: 14 years

 


Stevens Point, WI Financial Advisor FAQs

A Financial Advisor will go over the details of your financial situation and offer you advice on what to do about it. Your advisor can help with such things as retirement planning, risk management, wealth building, tax optimization and more.
One of the best ways to find a financial advisor is by asking your friends and family members who they might recommend. Word-of-mouth advice from someone you trust is going to be a lot more valuable than an advertisement or description on a website.
Advice for your financial future is always wise to seek out. For example, there are tax implications that could significantly lower the funds you set aside for retirement, an inheritance or even real estate transactions when it comes time to sell your property later in life. Quality advisors can offer diverse investment ideas with low risk and high return opportunities, ensuring any savings you manage over the years continue growing in value while simultaneously insulating you against the perils of volatility.
Advisors usually charge in one of two ways: Percentage-based where the advisor charges a percentage of your balance, typically 1-2%. Annual flat fee where the advisor charges you $6000 every year to manage your account. There are other variations such as charging per hour or via combination rates.