Financial advisors for retirees in Wisconsin
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Diane Esser Direction Financial Management, LLC, Germantown Holds the RICP and CFP. Fees on file: subscription, one-time planning fee.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Polzin Behl Wealth Management, Delafield Holds the CFP. Fees on file: ongoing planning fee.
- Neil Dinndorf EnRich Financial Partners, Madison Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Brayden Zettle FORM Wealth Advisors, Lake Geneva Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 40 in other cities.
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.
- RICP1% in Wisconsin
- The RICP focuses on income in retirement.
- CFP41% in Wisconsin
- The CFP covers tax, insurance, and estate decisions together.
- EA1% in Wisconsin
- 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.
Dark bars are Wisconsin. Light bars are all US advisors for retirees.
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.
All 100 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 |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, 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 |
| 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 |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, 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 |
| 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 |
| Christopher Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Elaine Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| David Jordan | Jordan Financial Services | Kenosha | CFP, ChFC | Percentage of assets, Hourly |
| 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 |
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