Verified · Appleton
Trusted Financial Advisors in Appleton, WI
Trust matters when you're inviting a pro into your home or business. These financial advisors in Appleton have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Appleton, WI by verified customer ratings and review volume. The highest-rated is Avaii Wealth Management with a 5.0-star rating from 99 verified reviews. Also in the top tier: McGlone Suttner Wealth Management and Watermark Financial Services Inc. The average rating across all listed financial advisors in Appleton is 4.9 stars from 15 reviews per business on average.
Financial advisors in Appleton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
15
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Avaii Wealth Management
2101 N Casaloma Dr, Appleton, WI 54913, USA
McGlone Suttner Wealth Management
3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA
Watermark Financial Services Inc
2555 E Calumet St, Appleton, WI 54915, USA
Financial Advisors Rankings in Appleton, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Avaii Wealth Management2101 N Casaloma Dr, Appleton, WI 54913, USA | 5.0★ | 99 |
| #2 | McGlone Suttner Wealth Management3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA | 5.0★ | 64 |
| #3 | Watermark Financial Services Inc2555 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 45 |
| #4 | Knuth Financial Life Planning425 W Water St Suite 110, Appleton, WI 54911, USA | 5.0★ | 5 |
| #5 | Conceptual Financial Advisors, LLC2561 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 2 |
| #6 | Endowment Wealth Management, Inc.W6272 Communication Ct, Appleton, WI 54914, USA | 4.3★ | 6 |
| #7 | Legacy Investment Services5107 N Ballard Rd Suite 200, Appleton, WI 54913, USA | 5.0★ | 22 |
| #8 | Provisions Wealth Planners100 W Lawrence St UNIT 304, Appleton, WI 54911, USA | 5.0★ | 2 |
| #9 | Weyenberg Financial LLCN 120 Main St Suite B, Appleton, WI 54915, USA | 5.0★ | 1 |
| #10 | Winch Financial424 E Wisconsin Ave, Appleton, WI 54911, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Appleton
Knuth Financial Life Planning
425 W Water St Suite 110, Appleton, WI 54911, USA
Conceptual Financial Advisors, LLC
2561 E Calumet St, Appleton, WI 54915, USA
Endowment Wealth Management, Inc.
W6272 Communication Ct, Appleton, WI 54914, USA
Legacy Investment Services
5107 N Ballard Rd Suite 200, Appleton, WI 54913, USA
Provisions Wealth Planners
100 W Lawrence St UNIT 304, Appleton, WI 54911, USA
Weyenberg Financial LLC
N 120 Main St Suite B, Appleton, WI 54915, USA
Winch Financial
424 E Wisconsin Ave, Appleton, WI 54911, USA
Cornerstone Financial Group
158 E Northland Ave, Appleton, WI 54911, USA
Investment Designers, Inc
4311 N Lightning Dr # 2, Appleton, WI 54913, USA
Threshold Financial Partners - Ameriprise Financial Services, LLC
2212 E Evergreen Dr, Appleton, WI 54913, USA
Kevin E. Rust, Evolution Wealth Management Inc.
100 W Lawrence St Ste 419, Appleton, WI 54911, USA
Stonehaven Wealth & Tax Solutions, LLC.
540 S Westland Dr, Appleton, WI 54914, USA
Edward Jones - Financial Advisor: Jeffrey B Scott, AAMS®
161 Riverheath Way Suite 2400, Appleton, WI 54915, USA
Christopher Crotty - Private Wealth Advisor, Ameriprise Financial Services, LLC
W6228 Communication Ct, Appleton, WI 54914, USA
Professional Financial Management
W6184 Aerotech Dr, Appleton, WI 54914, USA
Wealth Enhancement Group
4321 W College Ave #200, Appleton, WI 54914, USA
Wisconsin Financial Wealth Management - Trevor Pfrang & Jim Beining
831 W Northland Ave, Appleton, WI 54914, USA
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Frequently Asked Questions — Financial Advisors in Appleton
What is a fiduciary financial advisor and why does it matter in Appleton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Appleton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Appleton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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