Financial Advisors for Young Professionals in Wisconsin
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Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
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FrequentlyAsked Questions
Should I get a financial advisor in my 20s?
Yes. Even without a high salary, an advisor can help you invest early, build a budget, and avoid costly mistakes.
What type of advisor is best for young adults?
Look for a fee-only fiduciary who works with young professionals and offers flat-rate or subscription-based services.
Can financial advisors help with student loans?
Yes. Advisors can help you manage repayment strategies, explore refinancing, and understand how debt impacts your goals.
How much does a financial advisor cost?
Fees vary — from hourly ($150–$400), flat-fee plans ($1,000–$3,000), or 0.5%–1.5% of assets under management.
Where do most young adults get financial advice?
Many turn to social media, but working with a certified advisor offers personalized, trusted guidance that scales with your income.
Do Young Adults Need a Financial Advisor?
Yes — young adults can benefit significantly from working with a financial advisor, even early in their careers. You don’t need to be wealthy to start. The right advisor helps you build smart habits from day one:
Create a Budget: Understand income, expenses, and how to start saving.
Manage Debt: Get help with student loans, credit cards, and payment strategies.
Invest Early: Learn how to invest in 401(k)s, Roth IRAs, or brokerage accounts.
Plan for Retirement: Take advantage of compound growth by starting early.
Set Goals: Whether it’s buying a house or starting a business, they’ll help you map it out.
Look for a fee-only fiduciary who specializes in working with 20- and 30-somethings — no high net worth required.
Create a Budget: Understand income, expenses, and how to start saving.
Manage Debt: Get help with student loans, credit cards, and payment strategies.
Invest Early: Learn how to invest in 401(k)s, Roth IRAs, or brokerage accounts.
Plan for Retirement: Take advantage of compound growth by starting early.
Set Goals: Whether it’s buying a house or starting a business, they’ll help you map it out.
Look for a fee-only fiduciary who specializes in working with 20- and 30-somethings — no high net worth required.
Not sure who’s right for you as a young professional? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
