Top Financial Advisors in Racine, WI

Q: How much does a financial advisor cost in Racine?

The median advisory fee in Racine, WI is 1.20% of assets under management.

Q: How many fee-only advisors are in Racine?

There are 24 fee-only financial advisors in Racine, WI, representing 36.4% of all advisors in the area.

Q: What credentials should I look for in a Racine financial advisor?

The most common professional designation among Racine advisors is the CFP (Certified Financial Planner), held by 12 advisors.

24 fee-only12 CFP certifiedMedian fee: 1.20% on $500K

Top Advisors in Racine

CFP

Median Advisor Fee

Racine1.20%

National1.15%

4% above the national median

Portfolio: $500K

$0$500K$1M$5M$20M

Compensation Types

Fee-Only36.4%

Includes Commission63.6%

Top Credentials

CFP12 advisors

Frequently Asked Questions

How much does a financial advisor cost in Racine?

The median advisory fee in Racine, WI is 1.20% of assets under management. This is 4% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Racine?

There are 24 fee-only financial advisors in Racine, WI, representing 36.4% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Racine financial advisor?

The most common professional designation among Racine advisors is the CFP (Certified Financial Planner), held by 12 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.