Top financial advisors in Stevens Point, WI
We’ve curated a list of the best financial advisors in Stevens Point, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$192,332,373
Number of advisors
19 advisors
| $192,332,373 | 19 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Stevens Point, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stevens Point. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Evexia Wealth, LLC
Evexia Wealth, LLC is a financial advisory firm based in Stevens Point, Wisconsin. It currently has approximately $192,332,373 of assets under management and employs about 19 people. Evexia Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$192,332,373 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Stevens Point, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stevens Point. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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