AEGIS FINANCIAL

Name: AEGIS FINANCIAL
Address: 530 N KOELLER ST, oshkosh, WI, US
Telephone: 920-233-4650
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Oshkosh, Wisconsin · 1 of 4 financial advisors in the area

📍 530 N KOELLER ST, Oshkosh, Wisconsin

📞 920-233-••••

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📍 530 N KOELLER ST, Oshkosh, Wisconsin

About AEGIS FINANCIAL

AEGIS FINANCIAL is a financial advisor located in Oshkosh, Wisconsin. As a local financial advisor, they serve Oshkosh and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Oshkosh 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 Oshkosh

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 Oshkosh may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Oshkosh

✓ 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 Oshkosh?

Financial Advisors in Oshkosh 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 Oshkosh?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Oshkosh to choose from.

Does AEGIS FINANCIAL offer free quotes?

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

AEGIS FINANCIAL

About AEGIS FINANCIAL

💰 What Financial Advisors Cost in Oshkosh

Get a Free Quote from AEGIS FINANCIAL

✅ Tips for Hiring Financial Advisors in Oshkosh

Frequently Asked Questions

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