Find a Financial Advisor in West Bend, WI

 

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

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We Only Work With The Best West Bend 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 West Bend, WI


  • Financial Advisor Close to West Bend, 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 West Bend, 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 West Bend, WI

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

  • Population: 31,596
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $178,400
  • Average Monthly Housing Cost: $1,001
  • Average Household Income: $74,101
  • 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 West Bend, WI

 

CAPITAL WEALTH ADVISORS, LTD.

Website

(262) 306-0066

1755 W. Paradise Dr.

West Bend, WI 53095

SEC#: 801-79379
Years in Business: 7 years

WEALTH MANAGEMENT LLC

Website

(262) 305-2936

310 N Main Street

West Bend, WI 53095

SEC#: 801-65977
Years in Business: 15 years

 


West Bend, WI Financial Advisor FAQs

Financial advisors work to create a comprehensive plan that's right for you by helping you understand your current financial situation
One of your first steps should be to find and choose a financial planner that you feel comfortable with at the company. This person will take the time to really look at your personal situation and create an investment plan for you. If you're looking for additional help, such as someone to discuss insurance needs or tax strategies, make sure the advisor is capable of doing all those things as well. Make sure they specialize in what suits your needs.
Yes. A financial advisor is often a good choice for someone who doesn't have the time, interest, or knowledge to manage his own investments and is looking for somebody else to help take on that task in exchange for a small percentage of profit.
Ask your friends and family for recommendations. Find a broker through your state's regulatory body, such as FINRA. Note their background and disclosures in advance to ensure you feel good about them.