# Advisors for $1 million to $3 million in Wisconsin > In Wisconsin, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Mitchell Carlson of Capital Investment Services of America and Richard Thompson of Resonant Capital Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/wisconsin/ 90 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 for $1 million to $3 million in Wisconsin? In Wisconsin, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Mitchell Carlson of Capital Investment Services of America and Richard Thompson of Resonant Capital Advisors. ## How many fee-only advisors for $1 million to $3 million in Wisconsin are there? The Wellspent public graph lists 90 fee-only advisors for $1 million to $3 million in Wisconsin, at 20 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Wisconsin located? Of the 90 fee-only advisors for $1 million to $3 million in Wisconsin, 45 are in Milwaukee, followed by 21 in Madison and 13 in Neenah. ## How do fee-only advisors for $1 million to $3 million in Wisconsin charge? The most common fee among fee-only advisors for $1 million to $3 million in Wisconsin is a percentage of assets, used by 99% of the 90 with fees on file. Many use more than one: 69% charge fixed fees and 60% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Wisconsin hold the CFP? 28% of the 90 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Wisconsin? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | | [Sophia Zundel](https://find.wellspent.co/advisors/sophia-zundel.md) | Tower View Wealth Management | Shorewood, 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 | | [Nate Byers](https://find.wellspent.co/advisors/nate-byers.md) | Calculated Wealth | Madison, Wisconsin | CPA | Percentage of assets, Hourly, One-time planning fee | | [Peter Wolynski](https://find.wellspent.co/advisors/peter-wolynski.md) | Calculated Wealth | Madison, Wisconsin | | Percentage of assets | | [Mariah Magana Mayorga](https://find.wellspent.co/advisors/mariah-magana-mayorga.md) | Tower View Wealth Management | Oshkosh, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Toman](https://find.wellspent.co/advisors/nicholas-toman.md) | John F. Suby Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley O'Loughlin](https://find.wellspent.co/advisors/bradley-o-loughlin.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Candice Genrich](https://find.wellspent.co/advisors/candice-genrich.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Joshua Zahn](https://find.wellspent.co/advisors/joshua-zahn.md) | Resonant Capital Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Logan Knecht](https://find.wellspent.co/advisors/logan-knecht.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Thompson](https://find.wellspent.co/advisors/richard-thompson.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Sarah Kopesky](https://find.wellspent.co/advisors/sarah-kopesky.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Christopher Grant](https://find.wellspent.co/advisors/christopher-grant.md) | Grant Koehler & Levin | Mequon, Wisconsin | | Percentage of assets | | [Amy Butrymowicz](https://find.wellspent.co/advisors/amy-butrymowicz.md) | John F. Suby Wealth Management | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Dickey](https://find.wellspent.co/advisors/benjamin-dickey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Carlton Dewey](https://find.wellspent.co/advisors/carlton-dewey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Colton Tubbs](https://find.wellspent.co/advisors/colton-tubbs.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Daniel Blake](https://find.wellspent.co/advisors/daniel-blake.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [David Devito](https://find.wellspent.co/advisors/david-devito.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Ian Joyce](https://find.wellspent.co/advisors/ian-joyce.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Isaac Gard](https://find.wellspent.co/advisors/isaac-gard.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Keturah Cox](https://find.wellspent.co/advisors/keturah-cox.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Nathan Alexander](https://find.wellspent.co/advisors/nathan-alexander.md) | Resonant Capital Advisors | Brookfield, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Samantha Williams](https://find.wellspent.co/advisors/samantha-williams.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Thomas Marini](https://find.wellspent.co/advisors/thomas-marini.md) | Resonant Capital Advisors | Brookfield, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Amanda Nowaczynski](https://find.wellspent.co/advisors/amanda-nowaczynski.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ann Megan](https://find.wellspent.co/advisors/ann-megan.md) | NBT Capital Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Blaine Bancker](https://find.wellspent.co/advisors/blaine-bancker.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Bradley Bodus](https://find.wellspent.co/advisors/bradley-bodus.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Brian Gigl](https://find.wellspent.co/advisors/brian-gigl.md) | Riverwater Partners | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly | | [Chad Thistle](https://find.wellspent.co/advisors/chad-thistle.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Evers](https://find.wellspent.co/advisors/christopher-evers.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Craig Ratz](https://find.wellspent.co/advisors/craig-ratz.md) | Calculated Wealth | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Holdridge](https://find.wellspent.co/advisors/daniel-holdridge.md) | Wedmont Private Capital | Madison, Wisconsin | CFP | Fixed fees | | [Garren Agle](https://find.wellspent.co/advisors/garren-agle.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Guy Eckman](https://find.wellspent.co/advisors/guy-eckman.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Egan](https://find.wellspent.co/advisors/michael-egan.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Schmidt](https://find.wellspent.co/advisors/michael-schmidt.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mitchell Carlson](https://find.wellspent.co/advisors/mitchell-carlson.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP, CFA | Percentage of assets | | [Patrick Weyer](https://find.wellspent.co/advisors/patrick-weyer.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Piotr Wolynski](https://find.wellspent.co/advisors/piotr-wolynski.md) | Calculated Wealth | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Rebekah Allison](https://find.wellspent.co/advisors/rebekah-allison.md) | Allison & Company Financial Counselors | Glendale, Wisconsin | CFP | Percentage of assets, Hourly | | [Steven Muzzey](https://find.wellspent.co/advisors/steven-muzzey.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | 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 | | [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 | Showing the first 50 of 90. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/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).