Pricing Guide · Green Bay
Financial Advisors Cost in Green Bay, WI — 2026 Price Guide
What should you pay for financial advisors in Green Bay? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Green Bay, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Laura Mossakowski, LLC with a 5.0-star rating from 51 Google reviews and an RNM Score of 80/100. Also in the top tier: Heritage Financial and Wael Rashidi - RBC Wealth Management Financial Advisor. The average rating across all listed financial advisors in Green Bay is 4.9 stars from 8 reviews per business on average.
Financial advisors in Green Bay typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Laura Mossakowski, LLC
Laura Mossakowski, LLC stands out as the top-ranked financial advisor in Green Bay due to its consistent high ratings and personalized client service.
Most Reviewed
WealthPoint Financial
A high review count indicates broad client trust and experience, helping consumers gauge reliability and satisfaction from a larger sample of feedback.
When choosing a financial advisor in Green Bay, consider both the advisor's credentials and the volume of client reviews to ensure a good fit for your financial goals. Always verify their fiduciary status and fee structure before committing.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a flawless 5.0-star rating from over 50 reviews in Green Bay.
2555 Continental Ct # 4, Green Bay, WI 54311, USAExceptional 5.0-star rating based on 37 Google reviews from local clients.
2021 S Webster Ave, Green Bay, WI 54301, USA5.0 stars from dozens of reviews, reflecting consistent client satisfaction.
2465 Marina Cir Suite 500, Green Bay, WI 54304, USAFinancial Advisors Rankings in Green Bay, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Laura Mossakowski, LLC2555 Continental Ct # 4, Green Bay, WI 54311, USA | 5.0★ | 51 |
| #2 | Heritage Financial2021 S Webster Ave, Green Bay, WI 54301, USA | 5.0★ | 37 |
| #3 | Wael Rashidi - RBC Wealth Management Financial Advisor2465 Marina Cir Suite 500, Green Bay, WI 54304, USA | 5.0★ | 19 |
| #4 | Melotte Financial Advisors, LLC1150 Springhurst Dr Suite 113, Green Bay, WI 54304, USA | 5.0★ | 4 |
| #5 | Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC2740 S Oneida St Ste A, Green Bay, WI 54304, USA | 5.0★ | 2 |
| #6 | Macco Financial Group, Inc.1138 Main St, Green Bay, WI 54301, USA | 4.5★ | 8 |
| #7 | RBC Wealth Management Branch - Green Bay2465 Marina Cir Suite 500, Green Bay, WI 54304, USA | 5.0★ | 2 |
| #8 | Woodmen Financial Resources1234 S Ridge Rd, Green Bay, WI 54304, USA | 5.0★ | 7 |
| #9 | Wealth Enhancement Group3071 Voyager Dr, Green Bay, WI 54311, USA | 4.0★ | 4 |
| #10 | Strategic Financial Group - Ameriprise Financial Services, LLC380 Main Ave # 2, De Pere, WI 54115, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Green Bay
5.0-star rating based on 4 Google reviews for a Green Bay financial advisor.
1150 Springhurst Dr Suite 113, Green Bay, WI 54304, USA
Rated 5.0 stars from 2 Google reviews in Green Bay.
2740 S Oneida St Ste A, Green Bay, WI 54304, USA
Trusted by clients with a strong 4.5-star rating from 8 reviews.
1138 Main St, Green Bay, WI 54301, USA
Rated 5.0 stars from 2 reviews, this Green Bay financial advisor is highly regarded.
2465 Marina Cir Suite 500, Green Bay, WI 54304, USA
Trusted by clients, this Green Bay advisor holds a perfect 5.0-star rating from 7 reviews.
1234 S Ridge Rd, Green Bay, WI 54304, USA
Solid 4.0-star rating based on 4 Google reviews from local clients.
3071 Voyager Dr, Green Bay, WI 54311, USA
Exceptional 5.0-star rating from three satisfied clients in Green Bay.
380 Main Ave # 2, De Pere, WI 54115, USA
Rated 5.0 stars from 2 Google reviews, this Green Bay financial advisor earns exceptional client praise.
1500 River Pines Dr, Green Bay, WI 54311, USA
Holds a perfect 5.0-star rating based on a few Google reviews.
200 S Washington St #400, Green Bay, WI 54301, USA
Exceptional 5.0-star rating on Google, based on a single client review.
444 Reid St # 200, De Pere, WI 54115, USA
Rated 5.0 stars from a small number of Google reviews.
801 Hoffman Rd #112, Green Bay, WI 54301, USA
5.0★ rating from early clients in Green Bay, WI.
2010 Velp Ave, Green Bay, WI 54303, USA
Top-rated financial advisor in Green Bay with a perfect 5.0-star rating from clients.
2345 E Mason St, Green Bay, WI 54302, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction in Green Bay.
225 S Monroe Ave Suite 200, Green Bay, WI 54301, USA
Rated 5.0 stars from a limited number of Google reviews.
2301 Riverside Dr UNIT 4, Green Bay, WI 54301, USA
5.0 stars from 13 reviews, reflecting exceptional client satisfaction in Green Bay.
2740 S Oneida St Ste A, Green Bay, WI 54304, USA
5.0★ rating from initial Google reviews for a Green Bay financial advisor.
2345 E Mason St, Green Bay, WI 54302, USA
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Financial Advisors in Green Bay, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Laura Mossakowski, LLC | 80/100 | 5.0 ★ | 51 |
| 2 | Heritage Financial | 78/100 | 5.0 ★ | 37 |
| 3 | Wael Rashidi - RBC Wealth Management Financial Advisor | 75/100 | 5.0 ★ | 19 |
| 4 | Melotte Financial Advisors, LLC | 67/100 | 5.0 ★ | 4 |
| 5 | Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC | 64/100 | 5.0 ★ | 2 |
| 6 | Macco Financial Group, Inc. | 62/100 | 4.5 ★ | 8 |
| 7 | RBC Wealth Management Branch - Green Bay | 64/100 | 5.0 ★ | 2 |
| 8 | Woodmen Financial Resources | 70/100 | 5.0 ★ | 7 |
| 9 | Wealth Enhancement Group | 50/100 | 4.0 ★ | 4 |
| 10 | Strategic Financial Group - Ameriprise Financial Services, LLC | 66/100 | 5.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Green Bay
What is a fiduciary financial advisor and why does it matter in Green Bay?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Green Bay, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Green Bay?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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