Financial advisors for people close to retirement in Wisconsin
Which financial advisor should I talk to if you're close to retirement in Wisconsin?
For people close to retirement in Wisconsin, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Marie Schuett of Entirement Financial Planning, Diane Esser of Direction Financial Management, LLC and Brian Clarke of Clarke Financial Counsel, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Marie Schuett Entirement Financial Planning, Watertown Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Diane Esser Direction Financial Management, LLC, Germantown Holds the CFP and RICP. Fees on file: subscription, one-time planning fee.
- Brian Clarke Clarke Financial Counsel, LLC, Whitefish Bay Holds the CFP. Fees on file: one-time planning fee, hourly.
- Francisco Aguilar Puyol MAPT Capital, Madison Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Nathan Deets Advisors Management Group, La Crosse Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- William Lauderdale FORM Wealth Advisors, Middleton Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Wisconsin work with people close to retirement?
The Wellspent public graph lists 95 fee-only advisors for people close to retirement in Wisconsin, at 30 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for people close to retirement in Wisconsin located?
Of the 95 fee-only advisors for people close to retirement in Wisconsin, 17 are in Milwaukee, followed by 13 in Platteville and 11 in La Crosse.
Plus 39 in other cities.
How do fee-only advisors for people close to retirement in Wisconsin charge?
The most common fee among fee-only advisors for people close to retirement in Wisconsin is a percentage of assets, used by 93% of the 95 with fees on file. Many use more than one: 35% charge fixed fees and 21% charge by the hour.
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 people close to retirement have?
For people close to retirement, look for the CFP, RICP and EA. In Wisconsin, 40% of the 95 advisors listed hold the CFP.
- CFP40% in Wisconsin
- The CFP covers the whole transition.
- RICP1% in Wisconsin
- The RICP focuses on turning savings into income.
- EA1% in Wisconsin
- Enrolled agents help with the low-tax years before Social Security.
How do Wisconsin advisors for people close to retirement compare with the rest of the US?
21% of fee-only advisors for people close to retirement in Wisconsin charge by the hour, compared with 39% of the 2,969 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 people close to retirement.
Does Wisconsin tax Social Security?
No. Wisconsin doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Wisconsin?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Wisconsin tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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 95 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Clarke Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next. | Clarke Financial Counsel, LLC | Whitefish Bay | CFP, MBA | One-time planning fee, Hourly |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| Michael Haubrich | Financial Service Group, Inc. | Mount Pleasant | CFP, CSA | Ongoing planning fee |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Michael Macco | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Morgan Cain | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Tyson Ray | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | 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 |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| John Scherer | Trinity Financial Planning | Middleton | CFP | Percentage of assets, Fixed fees |
| Mariah Magana Mayorga | Tower View Wealth Management | Oshkosh | Not listed | Percentage of assets, Hourly |
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
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