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Financial Advisors

WINDWARD WEALTH STRATEGIES, INC.

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

📍 2370 STATE ROAD 44, OSHKOSH, WI 54904
📞 (920) 230-••••
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📍 2370 STATE ROAD 44, OSHKOSH, WI 54904

About WINDWARD WEALTH STRATEGIES, INC.

WINDWARD WEALTH STRATEGIES, INC. 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
$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 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 WINDWARD WEALTH STRATEGIES, INC. offer free quotes?
Contact WINDWARD WEALTH STRATEGIES, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Oshkosh

Peoples Home Equity, Inc.

2100, Omro Road, Oshkosh, WI, 54904

Algoma Financial Group LLC

2401 Omro Road, Oshkosh, WI, 54904

AEGIS FINANCIAL

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