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Advisor

John Cress

Madison Wealth Partners, Inc. · Manitowoc, Wisconsin

John Cress is a fee-only financial advisor at Madison Wealth Partners, Inc. in Manitowoc, Wisconsin, who holds the CFP credential. John focuses on retirement planning, tax planning and estate & legacy planning. Madison Wealth Partners, Inc. reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFP

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmMadison Wealth Partners, Inc.
Based in Manitowoc, Wisconsin
Fee model (firm's Form ADV)Percentage of assets
Fees (firm's website)Typically works with clients with $500,000 or more
Works virtuallyYes
Accepting new clientsYes
Assets under management$1.30B across 6,213 accounts
CredentialsCFP
SEC registration Investment adviser representative in WI · CRD 1029139
Exams passedSeries 63 (1982) · Series 65 (1996)
Firm size17 employees
Disclosures None reported
Websitethemadisonpartners.com

How John's firm compares

  • Madison Wealth Partners, Inc.'s average account is about $210,000, from its Form ADV (assets managed divided by 6,213 accounts).

What fee-only advisors charge in Wisconsin

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Questions about John

Is John Cress a fee-only financial advisor?

Yes. John Cress is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.

How does John charge for financial advice?

John's firm, Madison Wealth Partners, Inc., reports charging a percentage of assets on its SEC Form ADV.

How much does John charge?

According to Madison Wealth Partners, Inc.'s website, checked October 28, 2026: typically works with clients with $500,000 or more.

Does John work with clients virtually?

Yes. Madison Wealth Partners, Inc. says on its website that it works with clients remotely.

Where is John Cress based?

John Cress is based in Manitowoc, Wisconsin.

What does John specialize in?

John's specialties include retirement planning, tax planning and estate & legacy planning. John works with retirees and pre-retirees.

What credentials does John Cress hold?

John Cress holds the CFP credential.

Is John Cress registered with the SEC?

Yes. John Cress is registered as an investment adviser representative in WI (CRD 1029139), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Madison Wealth Partners, Inc. manage?

Madison Wealth Partners, Inc. reports $1.30B across 6,213 accounts in assets under management.

How do I contact John Cress?

Through John's website, themadisonpartners.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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