Find a Financial Advisor in Waunakee, WI

 

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

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We Only Work With The Best Waunakee 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 Waunakee, WI


  • Financial Advisor Close to Waunakee, 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 Waunakee, 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 Waunakee, WI

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

  • Population: 13,730
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $355,600
  • Average Monthly Housing Cost: $1,485
  • Average Household Income: $127,428
  • 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 Waunakee, WI

 

MADISON PARTNERS

Website

(608) 850-3400

109 South Street

Waunakee, WI 53597

SEC#: 801-118168
Years in Business: 1 years

401K INVESTMENT PROFESSIONALS

Website

(608) 334-9367

114 E. Main St.
Suite 213
Waunakee, WI 53597

SEC#: 801-117105
Years in Business: 2 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(563) 582-2855

251 Progress Way
Suite 200
Waunakee, WI 53597

SEC#: 801-50939
Years in Business: 25 years

COORDINATED CAPITAL SECURITIES, INC.

Website

(608) 849-7652

210 W Main Street
Kevin Kearney
Waunakee, WI 53597

SEC#: 801-111070
Years in Business: 4 years

AVANTAX PLANNING PARTNERS, INC.

Website

(563) 582-2855

251 Progress Way
Suite 200
Waunakee, WI 53597

SEC#: 801-50939
Years in Business: 25 years

AVANTAX PLANNING PARTNERS, INC.

Website

(563) 582-2855

251 Progress Way
Suite 200
Waunakee, WI 53597

SEC#: 801-50939
Years in Business: 25 years

PHYSICIAN WEALTH SERVICES, LLC

Website

(619) 304-0777

1011 Limerick Ln

Waunakee, WI 53597

SEC#: 801-118674
Years in Business: 1 years

 


Waunakee, WI Financial Advisor FAQs

Yes, you do. A financial advisor will help with taxes, preparing budgets, filing paperwork with the government and more, so it's imperative that persons new to earning money think about an advisor as soon as possible.
The role of a Financial Advisor is to provide financial guidance and advice. Advisors are There to help people with complicated finances by offering sophisticated solutions tailored specifically for their needs.
Financial advisors get paid through commissions, which are payments to advisors for executing trades on behalf of the client.
A financial advisor provides advice on how to invest money. Choosing a financial advisor is largely dependent on what type of service you are looking for.