Showing results near Oshkosh
We don't have financial advisors listed specifically in Oshkosh yet — these top-rated pros from Appleton serve your area and are available for calls and quotes today.
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Emergencies don't keep business hours. These financial advisors in Oshkosh are available 24 hours a day, 7 days a week — including holidays.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Oshkosh, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Professional Financial Management. Also in the top tier: Stonehaven Wealth & Tax Solutions, LLC. and Endowment Wealth Management, Inc.. The average rating across all listed financial advisors in Oshkosh is 4.9 stars from 15 reviews per business on average.
Financial advisors in Oshkosh typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = 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
Jul 4, 2026
Last updated
Top Rated Financial Advisors
New to Google, this Appleton financial advisor has no reviews yet.
W6184 Aerotech Dr, Appleton, WI 54914, USAEarns a solid 4.3-star rating from a handful of local reviews.
W6272 Communication Ct, Appleton, WI 54914, USAFinancial Advisors Rankings in Oshkosh, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Professional Financial ManagementW6184 Aerotech Dr, Appleton, WI 54914, USA | — | — |
| #2 | Stonehaven Wealth & Tax Solutions, LLC.540 S Westland Dr, Appleton, WI 54914, USA | 5.0★ | 1 |
| #3 | Endowment Wealth Management, Inc.W6272 Communication Ct, Appleton, WI 54914, USA | 4.3★ | 6 |
| #4 | Christopher Crotty - Private Wealth Advisor, Ameriprise Financial Services, LLCW6228 Communication Ct, Appleton, WI 54914, USA | 5.0★ | 2 |
| #5 | Wealth Enhancement Group4321 W College Ave #200, Appleton, WI 54914, USA | — | — |
| #6 | Knuth Financial Life Planning425 W Water St Suite 110, Appleton, WI 54911, USA | 5.0★ | 5 |
| #7 | Watermark Financial Services Inc2555 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 45 |
| #8 | Conceptual Financial Advisors, LLC2561 E Calumet St, Appleton, WI 54915, USA | 5.0★ | 2 |
| #9 | Provisions Wealth Planners100 W Lawrence St UNIT 304, Appleton, WI 54911, USA | 5.0★ | 2 |
| #10 | Kevin E. Rust, Evolution Wealth Management Inc.100 W Lawrence St Ste 419, Appleton, WI 54911, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Oshkosh
5.0 stars from 2 Google reviews, perfect for initial financial guidance.
W6228 Communication Ct, Appleton, WI 54914, USA
New to Google reviews, this Appleton financial advisor has no client ratings yet.
4321 W College Ave #200, Appleton, WI 54914, USA
Consistently earns a perfect 5.0-star rating from its first five Google reviews.
425 W Water St Suite 110, Appleton, WI 54911, USA
5.0 stars from 45 reviews, reflecting exceptional client satisfaction in Appleton.
2555 E Calumet St, Appleton, WI 54915, USA
Rated 5.0 stars from 2 reviews, this Appleton financial advisor is highly regarded.
2561 E Calumet St, Appleton, WI 54915, USA
A perfect 5.0-star rating from two Google reviewers in Appleton.
100 W Lawrence St UNIT 304, Appleton, WI 54911, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
100 W Lawrence St Ste 419, Appleton, WI 54911, USA
Rated 5.0 stars from 99 Google reviews, this Appleton financial advisor is highly trusted.
2101 N Casaloma Dr, Appleton, WI 54913, USA
Rated 5.0 stars from a handful of Google reviews in Appleton.
161 Riverheath Way Suite 2400, Appleton, WI 54915, USA
5.0-star rating based on a few Google reviews from clients.
N 120 Main St Suite B, Appleton, WI 54915, USA
Exceptional 5.0-star rating from six Google reviews in Appleton, WI.
424 E Wisconsin Ave, Appleton, WI 54911, USA
Rated 5.0 stars by a handful of local clients in Appleton.
831 W Northland Ave, Appleton, WI 54914, USA
Consistently rated 4.4 stars across 7 Google reviews from local clients.
158 E Northland Ave, Appleton, WI 54911, USA
Exceptional 5.0-star rating from early client reviews in Appleton.
2212 E Evergreen Dr, Appleton, WI 54913, USA
Rated 5.0 stars from two Google reviews in Appleton, WI.
4311 N Lightning Dr # 2, Appleton, WI 54913, USA
5.0 stars from 64 reviews, reflecting exceptional client trust in Appleton.
3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA
Top-rated Appleton financial advisor with a perfect 5.0-star rating from 22 reviews.
5107 N Ballard Rd Suite 200, Appleton, WI 54913, USA
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Financial Advisors in Oshkosh, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Professional Financial Management | 3/100 | — | 0 |
| 2 | Stonehaven Wealth & Tax Solutions, LLC. | 62/100 | 5.0 ★ | 1 |
| 3 | Endowment Wealth Management, Inc. | 57/100 | 4.3 ★ | 6 |
| 4 | Christopher Crotty - Private Wealth Advisor, Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 5 | Wealth Enhancement Group | 3/100 | — | 0 |
| 6 | Knuth Financial Life Planning | 68/100 | 5.0 ★ | 5 |
| 7 | Watermark Financial Services Inc | 79/100 | 5.0 ★ | 45 |
| 8 | Conceptual Financial Advisors, LLC | 64/100 | 5.0 ★ | 2 |
| 9 | Provisions Wealth Planners | 64/100 | 5.0 ★ | 2 |
| 10 | Kevin E. Rust, Evolution Wealth Management Inc. | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Oshkosh
What is a fiduciary financial advisor and why does it matter in Oshkosh?
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 Oshkosh, 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 Oshkosh?
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: July 4, 2026.
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