# Financial advisors for retirees in Wisconsin > For retirees in Wisconsin, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Diane Esser of Direction Financial Management, LLC, Austin Preece of Preece Financial Planning and Andrew Polzin of Behl Wealth Management. Page: https://find.wellspent.co/audiences/retirees/wisconsin/ 100 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a retiree in Wisconsin? For retirees in Wisconsin, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Diane Esser of Direction Financial Management, LLC, Austin Preece of Preece Financial Planning and Andrew Polzin of Behl Wealth Management. - [Diane Esser](https://find.wellspent.co/advisors/diane-esser/), Direction Financial Management, LLC, Germantown. Holds the RICP and CFP. Fees on file: subscription, one-time planning fee. - [Austin Preece](https://find.wellspent.co/advisors/austin-preece/), Preece Financial Planning, Eau Claire. Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee. - [Andrew Polzin](https://find.wellspent.co/advisors/andrew-polzin/), Behl Wealth Management, Delafield. Holds the CFP. Fees on file: ongoing planning fee. - [Neil Dinndorf](https://find.wellspent.co/advisors/neil-dinndorf/), EnRich Financial Partners, Madison. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Brayden Zettle](https://find.wellspent.co/advisors/brayden-zettle/), FORM Wealth Advisors, Lake Geneva. Holds the CFP. Fees on file: percentage of assets. - [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell/), Harmony Wealth, Madison. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in Wisconsin work with retirees? The Wellspent public graph lists 100 fee-only advisors for retirees in Wisconsin, at 31 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for retirees in Wisconsin located? Of the 100 fee-only advisors for retirees in Wisconsin, 18 are in Milwaukee, followed by 13 in Platteville and 11 in Madison. ## How do fee-only advisors for retirees in Wisconsin charge? The most common fee among fee-only advisors for retirees in Wisconsin is a percentage of assets, used by 93% of the 100 with fees on file. Many use more than one: 38% charge fixed fees and 23% charge an ongoing 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 retirees have? For retirees, look for the RICP, CFP and EA. In Wisconsin, 41% of the 100 advisors listed hold the CFP. - RICP (1% of advisors listed): The RICP focuses on income in retirement. - CFP (41% of advisors listed): The CFP covers tax, insurance, and estate decisions together. - EA (1% of advisors listed): Enrolled agents help with RMDs and Medicare surcharges. ## How do Wisconsin advisors for retirees compare with the rest of the US? 41% of fee-only advisors for retirees in Wisconsin hold the CFP, compared with 49% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 as a retiree in Wisconsin? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does Wisconsin tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke.md) | Clarke Financial Counsel, LLC | Whitefish Bay, Wisconsin | CFP, MBA | One-time planning fee, Hourly | | [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Diane Esser](https://find.wellspent.co/advisors/diane-esser.md) | Direction Financial Management, LLC | Germantown, Wisconsin | CFP, CPA, RICP | Subscription, One-time planning fee, Hourly | | [Ben Smith](https://find.wellspent.co/advisors/ben-smith.md) | Cove Financial Planning, LLC | Milwaukee, Wisconsin | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee | | [John Cress](https://find.wellspent.co/advisors/john-cress.md) | Madison Wealth Partners, Inc. | Manitowoc, Wisconsin | CFP | Percentage of assets | | [Katheryn Lindquist](https://find.wellspent.co/advisors/katheryn-lindquist.md) | Lindenwood Financial LLC | Madison, Wisconsin | ABFP, AWMA, CFP, MPAS, MSPFP, MSFP | Percentage of assets, Fixed fees | | [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee | | [Andrew Polzin](https://find.wellspent.co/advisors/andrew-polzin.md) | Behl Wealth Management | Delafield, Wisconsin | CFP | Ongoing planning fee | | [Brian Behl](https://find.wellspent.co/advisors/brian-behl.md) | Behl Wealth Management | Delafield, Wisconsin | CFP, CRPC | Ongoing planning fee | | [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets | | [Paul Borges](https://find.wellspent.co/advisors/paul-borges.md) | Borges Financial | Brookfield, Wisconsin | CFA, CFP, MS | Hourly, Flat fee or retainer | | [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran-6984569.md) | Highland Investment Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees | | [Sophia Zundel](https://find.wellspent.co/advisors/sophia-zundel.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Froelich](https://find.wellspent.co/advisors/andrew-froelich.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Macco](https://find.wellspent.co/advisors/michael-macco.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Morgan Cain](https://find.wellspent.co/advisors/morgan-cain.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Patrick Stoa](https://find.wellspent.co/advisors/patrick-stoa.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ryan Robillard](https://find.wellspent.co/advisors/ryan-robillard.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Scott Keipper](https://find.wellspent.co/advisors/scott-keipper.md) | Highland Investment Advisors | Brookfield, Wisconsin | PFS | Percentage of assets, Fixed fees | | [Adam Kierzek](https://find.wellspent.co/advisors/adam-kierzek.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Andrew Tranel](https://find.wellspent.co/advisors/andrew-tranel.md) | Rosemeyer Management Group | Platteville, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Brayden Zettle](https://find.wellspent.co/advisors/brayden-zettle.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Charles Allison](https://find.wellspent.co/advisors/charles-allison.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | CFP, ChFC | Percentage of assets | | [Jesse Schrock](https://find.wellspent.co/advisors/jesse-schrock.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Kirt Rezek](https://find.wellspent.co/advisors/kirt-rezek.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Lucas Kuchenberg](https://find.wellspent.co/advisors/lucas-kuchenberg.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Mark Vanderlinden](https://find.wellspent.co/advisors/mark-vanderlinden.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Raman Ghei](https://find.wellspent.co/advisors/raman-ghei.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Tyson Ray](https://find.wellspent.co/advisors/tyson-ray.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [William Lauderdale](https://find.wellspent.co/advisors/william-lauderdale.md) | FORM Wealth Advisors | Middleton, Wisconsin | CFP | Percentage of assets | | [Abbigail Kuna](https://find.wellspent.co/advisors/abbigail-kuna.md) | Highland Investment Advisors | Brookfield, Wisconsin | | Percentage of assets, Fixed fees | | [Christopher Rich](https://find.wellspent.co/advisors/christopher-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Elaine Rich](https://find.wellspent.co/advisors/elaine-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Eric Ludwig](https://find.wellspent.co/advisors/eric-ludwig.md) | Stockbridge Private Wealth Management | Sun Prairie, Wisconsin | CFP | Percentage of assets | | [Jennifer Deets](https://find.wellspent.co/advisors/jennifer-deets.md) | Advisors Management Group | La Crosse, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Matthew Buehler](https://find.wellspent.co/advisors/matthew-buehler.md) | Erenda Capital Management | Glendale, Wisconsin | | Percentage of assets | | [Nate Byers](https://find.wellspent.co/advisors/nate-byers.md) | Calculated Wealth | Madison, Wisconsin | CPA | Percentage of assets, Hourly, One-time planning fee | | [Nathan Deets](https://find.wellspent.co/advisors/nathan-deets.md) | Advisors Management Group | La Crosse, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Neil Dinndorf](https://find.wellspent.co/advisors/neil-dinndorf.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Peter Wolynski](https://find.wellspent.co/advisors/peter-wolynski.md) | Calculated Wealth | Madison, Wisconsin | | Percentage of assets | | [Trent Tredinnick](https://find.wellspent.co/advisors/trent-tredinnick.md) | EnRich Financial Partners | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [David Jordan](https://find.wellspent.co/advisors/david-jordan.md) | Jordan Financial Services | Kenosha, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Donald Swain](https://find.wellspent.co/advisors/donald-swain.md) | Professional Financial Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Sheaf](https://find.wellspent.co/advisors/jacob-sheaf.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | ChFC | Percentage of assets | | [John Scherer](https://find.wellspent.co/advisors/john-scherer.md) | Trinity Financial Planning | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Mariah Magana Mayorga](https://find.wellspent.co/advisors/mariah-magana-mayorga.md) | Tower View Wealth Management | Oshkosh, Wisconsin | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 100. The full list, page by page: https://find.wellspent.co/audiences/retirees/wisconsin/?page=2 ## Related - [Retirement planning in Wisconsin](https://find.wellspent.co/specialties/retirement-planning/wisconsin.md) - [Tax planning in Wisconsin](https://find.wellspent.co/specialties/tax-planning/wisconsin.md) - [Estate planning in Wisconsin](https://find.wellspent.co/specialties/estate-planning/wisconsin.md) - [Pre-retirees in Wisconsin](https://find.wellspent.co/audiences/pre-retirees/wisconsin.md) - [Small business owners in Wisconsin](https://find.wellspent.co/specialties/small-business-owners/wisconsin.md) - [Family wealth transfer in Wisconsin](https://find.wellspent.co/specialties/family-wealth-transfer/wisconsin.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).