Find a Financial Advisor in Watertown, SD

 

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We did the hard work of finding trustworthy partners in Watertown, SD.

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We Only Work With The Best Watertown 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 Watertown, SD


  • Financial Advisor Close to Watertown, SD

  • 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 Watertown, SD


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 Watertown, SD

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

  • Population: 22,166
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $167,000
  • Average Monthly Housing Cost: $781
  • Average Household Income: $65,379
  • South Dakota Total Tax Burden: 7.37% (8th Lowest in U.S.)
  • South Dakota Property Tax: 3.02% (19th Highest in U.S.)
  • South Dakota Individual Income Tax: 0.00% (Lowest in U.S.)
  • South Dakota Sales and Excise Tax: 4.35% (8th Highest in U.S.)



The Top Financial Advisor Firms in Watertown, SD

 

HI-LINE CAPITAL MANAGEMENT, LLC

Website

(605) 878-0897

25 1st Ave. Nw

Watertown, SD 57201

SEC#: 801-87167
Years in Business: 6 years

BIG SIOUX WEALTH MANAGEMENT

Website

(605) 882-4280

1401 4th st Ne

Watertown, SD 57201

SEC#: 801-118350
Years in Business: 1 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(605) 878-4111

10 N Broadway
Suite 102
Watertown, SD 57201

SEC#: 801-78506
Years in Business: 7 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(605) 878-4111

10 N Broadway
Suite 102
Watertown, SD 57201

SEC#: 801-78506
Years in Business: 7 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(605) 878-4111

10 N Broadway
Suite 102
Watertown, SD 57201

SEC#: 801-78506
Years in Business: 7 years

COLLIERS SECURITIES LLC

Website

(605) 882-1200

119 5th Street Ne

Watertown, SD 57201

SEC#: 801-80233
Years in Business: 7 years

COLLIERS SECURITIES LLC

Website

(605) 882-1200

119 5th Street Ne

Watertown, SD 57201

SEC#: 801-80233
Years in Business: 7 years

VISIONPOINT GROUP, LLC

Website

(605) 878-4111

10 N Broadway
Suite 102
Watertown, SD 57201

SEC#: 801-78506
Years in Business: 7 years

 


Watertown, SD Financial Advisor FAQs

First, consider the individual's education and experience in personal finance. It is important to find someone with applicable training that can assist in selecting investments with risk levels that fit your needs. Then, learn about the person's fee structure.
If you want to ensure your finances are in order and that you make good financial choices every day, then yes—a financial advisor can help.
Before choosing an advisor, ask them about the scope of their services, experience, and any obligations they have to outside organizations with which they may be associated. Some good questions to consider are: What is your business goal? How large will my account be as time progresses? And is there a certain fee structure that we can agree upon? This will help ensure that you're on track for the long-term goals you set out at the beginning.
A financial advisor can help you grow your portfolio by lowering risks and increasing returns through research into the most appropriate investments for you