Trust Point

Name: Trust Point
Address: 7, S. Dewey Street, Eau Claire, WI, 54701, eau claire, WI, US
Telephone: +1-800-658-9474
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Eau Claire, Wisconsin · 1 of 2 financial advisors in the area

📍 7, S. Dewey Street, Eau Claire, WI, 54701

📞 +1-800-658-••••

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📍 7, S. Dewey Street, Eau Claire, WI, 54701

About Trust Point

Trust Point is a financial advisor located in Eau Claire, Wisconsin. As a local financial advisor, they serve Eau Claire and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Eau Claire 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 Eau Claire

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 Eau Claire may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Eau Claire

✓ 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 Eau Claire?

Financial Advisors in Eau Claire 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 Eau Claire?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Eau Claire to choose from.

Does Trust Point offer free quotes?

Contact Trust Point directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Eau Claire

Edward Jones

923, West Clairemont Avenue, Eau Claire, WI, 54701