Best Financial Advisors in Fond du Lac

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Fond du Lac Financial Landscape

The economy of Fond du Lac is diverse, with a mix of manufacturing, healthcare, and retail sectors driving growth. The city benefits from its strategic location near major highways and lakes.

Major industries
Manufacturing, Healthcare, Retail
Population
42.9K (metro: 429.7K)
Median household income
$58,000
Unique needs
Fond du Lac requires tailored financial guidance due to its unique economic landscape and community-focused needs.
Market Insights
Economic Growth
According to BEA (2023), Fond du Lac's economy has seen steady growth, driven by local manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Fond du Lac is approximately $58,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Fond du Lac are increasingly focusing on retirement planning and small business consulting.
Local Considerations
Cost of Living
According to BLS (2024), Fond du Lac's cost of living is lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Fond du Lac is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), Fond du Lac offers a supportive business climate with incentives for local entrepreneurs and small businesses.

Top 5 Financial Advisors in Fond du Lac

Mark Rasner - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Feucht Financial Group LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Maggie Moses, CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Anna Carlson, CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kathleen Tavs
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Fond du Lac, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Fond du Lac-Specific Expertise
For Fond du Lac residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Fond du Lac's manufacturing focus necessitates diversification to mitigate economic downturns. Real estate faces affordability issues; consider flood risks and ensure investment spread.

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