# CFA financial advisors in Wisconsin

> In Wisconsin, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Nick Ziarek of Shakespeare Wealth Management, LLC and Alex Brusda of North Star Asset Management.

Page: https://find.wellspent.co/by/cfa-financial-advisors/wisconsin/
59 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in Wisconsin?

In Wisconsin, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Nick Ziarek of Shakespeare Wealth Management, LLC and Alex Brusda of North Star Asset Management.

## How many fee-only advisors who hold the CFA in Wisconsin are there?

The Wellspent public graph lists 59 fee-only advisors who hold the CFA in Wisconsin, at 33 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in Wisconsin located?

Of the 59 fee-only advisors who hold the CFA in Wisconsin, 13 are in Neenah, followed by 11 in Milwaukee and 7 in Madison.

## How do fee-only advisors who hold the CFA in Wisconsin charge?

The most common fee among fee-only advisors who hold the CFA in Wisconsin is a percentage of assets, used by 93% of the 59 with fees on file. Many use more than one: 51% charge fixed fees and 34% charge by the hour.

## How many fee-only advisors who hold the CFA in Wisconsin hold the CFP?

27% of the 59 fee-only advisors who hold the CFA in Wisconsin hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in Wisconsin?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA 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 |
|---|---|---|---|---|
| [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 |
| [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 |
| [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek.md) | Shakespeare Wealth Management, LLC | Pewaukee, Wisconsin | CFA, CFP, BS, ChFC, CIMA, CPWA, EA | 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 |
| [Felipe Quaassdorff Molina](https://find.wellspent.co/advisors/felipe-quaassdorff-molina.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee |
| [Sylvain Michelin](https://find.wellspent.co/advisors/sylvain-michelin.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee |
| [Raman Ghei](https://find.wellspent.co/advisors/raman-ghei.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Alex Brusda](https://find.wellspent.co/advisors/alex-brusda.md) | North Star Asset Management | Neenah, Wisconsin | CFP, CFA | Percentage of assets |
| [Michael Rodenbaugh](https://find.wellspent.co/advisors/michael-rodenbaugh.md) | Boardwalk Financial Strategies | Hartland, Wisconsin | CFP, CFA | Percentage of assets |
| [Donald Swain](https://find.wellspent.co/advisors/donald-swain.md) | Professional Financial Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Richard Schiller](https://find.wellspent.co/advisors/richard-schiller.md) | Pavlic Investment Advisors | Delafield, Wisconsin | CFA | Percentage of assets |
| [William Warnke](https://find.wellspent.co/advisors/william-warnke.md) | Pavlic Investment Advisors | Delafield, Wisconsin | CFA | Percentage of assets |
| [Benjamin Van Handel](https://find.wellspent.co/advisors/benjamin-van-handel.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Bradley Buchanan](https://find.wellspent.co/advisors/bradley-buchanan.md) | North Star Asset Management | Menasha, Wisconsin | CFA | Percentage of assets |
| [David Hackfort](https://find.wellspent.co/advisors/david-hackfort.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [David Risgaard](https://find.wellspent.co/advisors/david-risgaard.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Drew Krepline](https://find.wellspent.co/advisors/drew-krepline.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Emil Haque](https://find.wellspent.co/advisors/emil-haque.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Geoffry Penn](https://find.wellspent.co/advisors/geoffry-penn.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Jacob Johnson](https://find.wellspent.co/advisors/jacob-johnson.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets |
| [Jenna Laws](https://find.wellspent.co/advisors/jenna-laws.md) | Evexia Wealth | Stevens Point, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Joshua Zahn](https://find.wellspent.co/advisors/joshua-zahn.md) | Resonant Capital Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [K Robert Batchelor](https://find.wellspent.co/advisors/k-robert-batchelor.md) | Entasis Asset Management, LLC | Brookfield, Wisconsin | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| [Kelsey Wagner](https://find.wellspent.co/advisors/kelsey-wagner.md) | PJS Investment Management | Cedarburg, Wisconsin | CFP, AEP, CFA, M.Ed., MS | Percentage of assets, Fixed fees |
| [Pamela Evason](https://find.wellspent.co/advisors/pamela-evason.md) | Windermere Wealth Advisors | Elm Grove, Wisconsin | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Richard Thompson](https://find.wellspent.co/advisors/richard-thompson.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Brian Hellmer](https://find.wellspent.co/advisors/brian-hellmer.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee |
| [Michael Ebeling](https://find.wellspent.co/advisors/michael-ebeling.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee |
| [Matthew Goetzke](https://find.wellspent.co/advisors/matthew-goetzke.md) | Walleye Partners | Madison, Wisconsin | CFA | Percentage of assets |
| [Adam Sweet](https://find.wellspent.co/advisors/adam-sweet.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees |
| [Craig Peterman](https://find.wellspent.co/advisors/craig-peterman.md) | Prism Wealth Management | Middleton, Wisconsin | CFP, CFA | Percentage of assets |
| [Joseph Martin](https://find.wellspent.co/advisors/joseph-martin.md) | Goalbridge Wealth Management | Appleton, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees |
| [Mitchell Carlson](https://find.wellspent.co/advisors/mitchell-carlson.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP, CFA | Percentage of assets |
| [Adam France](https://find.wellspent.co/advisors/adam-france.md) | 1492 Capital Management | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees |
| [Adam Peck](https://find.wellspent.co/advisors/adam-peck.md) | Riverwater Partners | Milwaukee, Wisconsin | CFA | Percentage of assets, Hourly |
| [Blake Bartlett](https://find.wellspent.co/advisors/blake-bartlett.md) | Schaper Benz & Wise Investment Counsel | Neenah, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Bradley Benz](https://find.wellspent.co/advisors/bradley-benz.md) | Schaper Benz & Wise Investment Counsel | Neenah, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Brian Cayon](https://find.wellspent.co/advisors/brian-cayon.md) | Fortress Planning Group | Pewaukee, Wisconsin | CFA | Percentage of assets |
| [Charles Batchelor](https://find.wellspent.co/advisors/charles-batchelor.md) | Entasis Asset Management | Brookfield, Wisconsin | CFA | Percentage of assets, Fixed fees |
| [Christi Salm](https://find.wellspent.co/advisors/christi-salm.md) | Schaper Benz & Wise Investment Counsel | Neenah, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Daniel Stier](https://find.wellspent.co/advisors/daniel-stier.md) | Operose Advisors | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees |
| [Frank Gambino](https://find.wellspent.co/advisors/frank-gambino.md) | Isthmus Partners | Madison, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Jamie Brown](https://find.wellspent.co/advisors/jamie-brown.md) | Endowment Wealth Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Jason Kausalik](https://find.wellspent.co/advisors/jason-kausalik.md) | Operose Advisors | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees |
| [Jeffrey Allsop](https://find.wellspent.co/advisors/jeffrey-allsop.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFA | Percentage of assets |
| [Joseph Frohna](https://find.wellspent.co/advisors/joseph-frohna.md) | 1492 Capital Management | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees |
| [Mark Shank](https://find.wellspent.co/advisors/mark-shank.md) | Lsia | Milwaukee, Wisconsin | CFA | Percentage of assets |
| [Mark Sprtel](https://find.wellspent.co/advisors/mark-sprtel.md) | Schaper Benz & Wise Investment Counsel | Neenah, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees |
| [Michael Peters](https://find.wellspent.co/advisors/michael-peters.md) | Entasis Asset Management | Brookfield, Wisconsin | CFA | Percentage of assets, Fixed fees |

Showing the first 50 of 59. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/wisconsin/?page=2

## 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).