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Best Financial Advisors in Green Bay, WI

Nov. 19, 2019, 10:57 p.m.

Whether you are going through a major life change and want to make sure you are prepared or just trying to manage your money better, fiduciary financial advisors help you reach your goals. Our partners at ConsumerAffairs researched the best financial advisors in Green Bay so you can get the financial help you need.

Everyone deserves to make thoughtful, informed purchase decisions. The local guides provided on this website are free for consumers. NBC 26 may receive compensation from our partners. Learn more.

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#1
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Facet Wealth

Real Financial Planning

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Facet Wealth
Facet Wealth
Features
  • Work with a dedicated CFP
  • Complimentary goal setting & financial analysis session
  • Goal based financial planning
  • Get an individually tailored financial plan
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#2
Macco Financial Group
Macco Financial Group
Features
  • Fiduciary
  • Fee-based
  • Uses Five-Star Formula approach to financial planning
  • Offers long-term financial & retirement planning services
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Location
1138 Main St.
Green Bay, WI 54301
(888) 617-6830
#3
Wealth Enhancement Group
Wealth Enhancement Group
Features
  • 2019 Five Star Wealth Managers award
  • 97% client retention rate
  • Diversified, roundtable team approach to asset management
  • Hosts educational financial planning seminars & events
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Location
3071 Voyager Dr., Ste. A
Green Bay, WI 54311
(920) 884-9000
#4
Titletown Wealth Management
Titletown Wealth Management
Features
  • Accredited investment fiduciaries
  • CEFEX-certified
  • Three AIFs and one CFP on staff
  • Online financial planning tool available
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Location
1221 Bellevue St., Ste. 102
Green Bay, WI 54302
(920) 468-7443
Advisors Management Group
Advisors Management Group
Features
  • M-F: 8am - 5pm
  • Closed Sat and Sun
  • advisorsmanagement.com
Location
2199 Lineville Rd.
Green Bay, WI 54313
(920) 434-2192
Heritage Financial
Heritage Financial
Features
  • M-F: 8am - 5pm
  • Closed Sat and Sun
  • heritagefinancialllc.com
Location
2021 S. Webster Ave.
Green Bay, WI 54301
(920) 435-8436
Hermsen Wealth Management
Hermsen Wealth Management
Features
  • M-Th: 8am - 4:30pm
  • F: 8am - 3pm
  • Closed Sat and Sun
  • hermsenwealth.com
Location
1200 Centennial Centre Blvd., Ste. 300
Hobart, WI 54155
(920) 496-0123
401K Plan Advisors
401K Plan Advisors
Features
  • Hours unavailable
  • 401kplanadvisors.com
Location
2701 Larsen Rd.
Green Bay, WI 54303
(920) 499-3556
Kerber Rose
Kerber Rose
Features
  • Hours unavailable
  • kerberrose401k.com
Location
487 Riverwood Ln.
Green Bay, WI 54313
(888) 324-6410
Morgan Stanley
Morgan Stanley
Features
  • Hours unavailable
  • morganstanley.com
Location
111 N. Washington St., Ste. 410
Green Bay, WI 54301
(920) 437-3276
Baird Private Wealth Management
Baird Private Wealth Management
Features
  • M-F: 8am - 4:30pm
  • Closed Sat and Sun
  • rwbaird.com
Location
440 S. Washington St.
Green Bay, WI 54301
(800) 711-6134

Choosing a financial advisor in Green Bay

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Any significant financial change, including a new house, new job, new baby or new monetary goal, warrants seeing a financial advisor to make sure you’re on solid ground. Financial advisors help clients plan, save and invest in making their financial goals a reality.

People don’t need to be wealthy to benefit from getting an outside opinion on their finances. While investment advisors may have a minimum asset requirement to accept a client for asset management, often $100,000, more general financial planners don’t have that sort of restriction.

Types of financial advisors

First off, financial advisors in Green Bay are either fiduciary or non-fiduciary. Fiduciary status means they are legally required to look out for your best interests.

A non-fiduciary advisor is still professionally bound to make sure your investments are well-suited for someone in your situation, but they are not required to find the absolute best path for you. This often leads to conflicts of interest in which non-fiduciary advisors recommend asset management options that are better for them, thanks to incentives and third-party deals, than what’s ideal for the client.

Beyond fiduciary status, there are many different types of financial advisors in Green Bay. Investment advisors, financial planners, retirement advisors and money advisors all differ in their services offered and qualifications.

Not all financial advisors in Green Bay are even human anymore. Robo-advisors are computer software based on algorithms that give you the best options based on a questionnaire you answer about your goals and risk tolerance. There are also hybrid advisors where most of your financial planning is through a robo-advisor, but you also have access to a human finance professional if you have questions.

What is the cost of a financial advisor in Green Bay?

Financial advisors in Green Bay make money in several ways, as shown in the table below:

Type of Compensation Description
Retainer The customer pays a retainer fee quarterly or annually for constant or on-call service, such as asset management.
Hourly rate The customer pays per hour, usually $100 - $300 per hour.
Flat fee Customers pay a flat fee upfront for well-defined projects.
Commission The financial advisor receives a percentage of every investment transaction.
Percent of assets under management The client pays a percentage of their invested assets to the financial advisor for asset management, usually between 0.5% - 2% taken directly from the account in scheduled increments.

Financial advisors in Green Bay may also receive a combination of flat fees and a commission. Advisors call this pay structures fee-based, rather than fee-only.

Ask your money advisor how they make a profit to verify they’re working in your best interest.

What qualifications should a financial advisor have?

Look for a Certified Financial Planner, Personal Finance Specialist or Chartered Financial Analyst in Green Bay. These certifications let you know the advisor is well-trained and legitimate. Ask potential financial advisors:

  • Are you a fiduciary?
  • What experience do you have?
  • Have you ever been convicted of a crime or investigated by a regulatory body?
  • How do you make a profit?
  • Are you licensed and registered to offer investment advice?

Use tools from the Financial Industry Regulatory Authority and the Securities and Exchange Commission to verify your financial advisor’s history and qualifications.

Facet Wealth

Facet Wealth VISIT FACET WEALTH

Facet Wealth opened in 2016 and has over 45 team members. Its clients get a dedicated CFP that they can call with questions. The company’s focus is on a holistic approach to asset management for the average family, with an emphasis on transparency and simplicity.

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Macco Financial Group

Macco Financial Group

Macco Financial Group has been in business in Green Bay since 2004, and the founder’s son is now president. It has a small but qualified team that uses a Five-Star Formula to walk clients through their finances and find the best products.

Wealth Enhancement Group

Wealth Enhancement Group

Using a three-step process to organize, collaborate and guide, Wealth Enhancement Group finds the best solutions possible for its clients. Four advisors founded the company in 1997, and it has since grown to have a large team and several locations. Wealth Enhancement Group also offers educational webinars for free.

Titletown Wealth Management

Titletown Wealth Management

Titletown Wealth Management operates in Green Bay and CEFEX-certified, which requires annual audits. It has three wealth advisors on staff and prides itself on being a full-service asset management company offering estate planning, tax management, insurance products and investment and retirement strategies.

Our partners independently research and analyze the companies mentioned in our guides and work with subject matter experts to add valuable information that helps consumers make smart purchase decisions. Our partners will not include companies on these guides that do not meet specific quality standards. The compensation we receive from our partners may impact how and where companies appear on our site, including the order in which they appear.

Our partners independently research companies, and use editorial discretion to award companies with special recognition (i.e. Best Value) based on their staff’s judgement or subject matter expert’s judgement. Our partners do this to help you identify companies that will meet your specific buying needs, and do not receive compensation for these designations.