Financial advisors for executives in Wisconsin
Which financial advisor should I talk to as an executive in Wisconsin?
For executives in Wisconsin, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Michael Rodenbaugh of Boardwalk Financial Strategies, Ryan Moran of Highland Investment Advisors and Francisco Aguilar Puyol of MAPT Capital.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michael Rodenbaugh Boardwalk Financial Strategies, Hartland Holds the CFA and CFP. Fees on file: percentage of assets.
- Ryan Moran Highland Investment Advisors, Brookfield Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees.
- Francisco Aguilar Puyol MAPT Capital, Madison Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Hannah Chavez Financial Strategies Inc., Brookfield Holds the CFP. Fees on file: percentage of assets.
- Mark Buchanan Canopy Wealth Management, Middleton Holds the CFP. Fees on file: percentage of assets.
- Nate Byers Calculated Wealth, Madison Holds the CPA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Wisconsin work with executives?
The Wellspent public graph lists 25 fee-only advisors for executives in Wisconsin, at 9 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for executives in Wisconsin located?
Of the 25 fee-only advisors for executives in Wisconsin, 8 are in Middleton, followed by 7 in Madison and 4 in Brookfield.
Plus 1 in other cities.
How do fee-only advisors for executives in Wisconsin charge?
The most common fee among fee-only advisors for executives in Wisconsin is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 20% charge fixed fees and 16% charge a one-time planning fee.
How much do fee-only financial advisors charge in Wisconsin?
Fee-only financial advisors in Wisconsin charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 14 Wisconsin firms.
How much does a one-time financial plan cost in Wisconsin?
A one-time financial plan from a fee-only firm in Wisconsin has a median price of $1,900. We found this across the published prices of 13 Wisconsin firms.
What credentials should a financial advisor for executives have?
For executives, look for the CPA, CFA and CFP. In Wisconsin, 36% of the 25 advisors listed hold the CFP.
- CPA4% in Wisconsin
- CPAs help with deferred compensation tax.
- CFA8% in Wisconsin
- The CFA helps with concentrated stock.
- CFP36% in Wisconsin
- The CFP keeps compensation in the wider plan.
How do Wisconsin advisors for executives compare with the rest of the US?
20% of fee-only advisors for executives in Wisconsin charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Wisconsin. Light bars are all US advisors for executives.
Does Wisconsin tax income on top of federal tax?
Yes. Wisconsin has a state income tax, so a financial plan for a Wisconsin resident should project it alongside federal tax.
What happens to stock pay if you move to or from Wisconsin?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Wisconsin can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as an executive in Wisconsin?
- How would you plan my deferred compensation elections?
- How do you work around trading windows and 10b5-1 plans?
- How much of my wealth should depend on my employer?
- What would you do first if I left or was let go?
- How will you plan for Wisconsin tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for executives in Wisconsin?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Michael Rodenbaugh | Boardwalk Financial Strategies | Hartland | CFP, CFA | Percentage of assets |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Colbey Grisar | Boardwalk Financial Strategies | Hartland | Not listed | Percentage of assets |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
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