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Find Retirement Advisors for Retirement Planning in Neenah, Wisconsin

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Neenah, Wisconsin

Last Updated - May 24, 2025

Neenah has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Neenah, Wisconsin have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Neenah, Wisconsin

VERIFIED

Todd J. Glime Wealth Management, LLC
LUTCF^®, Life Underwriter Training Council Fellow (LUTCF)
Futurity First Wealth Management

Qualifications
CRD# 4697151
Firm CRD# 323065
Series 65

Minimum Assets Required
$5,000

Address

4321 West College Avenue,
Suite 200,
Appleton, WI 54914 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Endowment Wealth Management
AWMA^®, CAIA^®, CPA, CFP^®, CFA^®

Qualifications
Firm CRD# 108652
Series 65, 66

Minimum Assets Required
$0

Address

W6272 Communication Court,
Appleton, WI 54914 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Evexia Wealth, LLC
CAIA^®, FIC, CFP^®, RICP^®, CFA^®

Qualifications
Firm CRD# 323788
Series 65

Minimum Assets Required
$0

Address

1265 Main Street, Suite 105,
Stevens Point, WI 54481 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Flat Fee, Based on Assets

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Top 2 Retirement Planning firms in Neenah, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	134 E. Wisconsin Ave., One Neenah Center, Suite 300 Neenah, WI, 54956	$2,727,420,238	3090	21	A percentage of AUM
2	40 Jewelers Park Dr, Ste 200 Neenah, WI, 54956	$1,399,324,211	952	14	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Neenah, Wisconsin

NORTH STAR ASSET MANAGEMENT INC

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QualificationsFirm CRD# 106489

Assets Under Management $2,727,420,238

No. Of Clients3090

Clients Per Financial Advisor147

NORTH STAR ASSET MANAGEMENT INC is a financial advisory firm situated in Neenah, Wisconsin. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3090 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

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QualificationsFirm CRD# 107630

Assets Under Management $1,399,324,211

No. Of Clients952

Clients Per Financial Advisor68

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC is a financial advisory firm situated in Neenah, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY WEALTH COUNSELING)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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