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Financial Advisors

Edward Jones

Financial Advisor serving Appleton, Wisconsin · 1 of 21 financial advisors in the area

📍 3020, East College Avenue, Appleton, WI
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📍 3020, East College Avenue, Appleton, WI

About Edward Jones

Edward Jones is a financial advisor located in Appleton, Wisconsin. As a local financial advisor, they serve Appleton and surrounding communities in Wisconsin. Contact them through ProHorizon for a free quote.

Financial professionals in Appleton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Appleton

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Appleton may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Appleton

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Appleton?
Financial Advisors in Appleton typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Appleton?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 21 financial advisors in Appleton to choose from.
Does Edward Jones offer free quotes?
Contact Edward Jones directly to ask about free estimates. You can also request a quote through ProHorizon.

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WINCH FINANCIAL

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