Advisors for $1 million to $3 million in Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Mitchell Carlson Capital Investment Services of America, Milwaukee Holds the CFP and CFA. Fees on file: percentage of assets.
- Richard Thompson Resonant Capital Advisors, Madison Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Nate Byers Calculated Wealth, Madison Holds the CPA. Fees on file: percentage of assets, hourly.
- Christopher Evers Operose Advisors, Milwaukee Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Ann Megan NBT Capital Management, Milwaukee Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 90
- Firms
- 20
- Cities
- 10
- Hold the CFP
- 28%
- Other credentials: CFA 21% · CPA 2% · ChFC 1%
- How they charge (of 90 with fees on file): percentage of assets 99% · fixed fees 69% · hourly 60% · one-time planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 90 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| 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 |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Mariah Magana Mayorga | Tower View Wealth Management | Oshkosh | Not listed | Percentage of assets, Hourly |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Bradley O'Loughlin | Resonant Capital Advisors | Madison | CFP, ChFC | Percentage of assets, Hourly |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Joshua Zahn | Resonant Capital Advisors | Brookfield | CFP, CFA | Percentage of assets, Hourly |
| Logan Knecht | Resonant Capital Advisors | Madison | CFP | Percentage of assets, Hourly |
| Richard Thompson | Resonant Capital Advisors | Madison | CFP, CFA | Percentage of assets, Hourly |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Christopher Grant | Grant Koehler & Levin | Mequon | Not listed | Percentage of assets |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Benjamin Dickey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Carlton Dewey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Colton Tubbs | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Daniel Blake | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| David Devito | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Ian Joyce | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Isaac Gard | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Keturah Cox | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Nathan Alexander | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Samantha Williams | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Thomas Marini | Resonant Capital Advisors | Brookfield | Not listed | Percentage of assets, Hourly |
| Amanda Nowaczynski | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Ann Megan | NBT Capital Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Blaine Bancker | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Bradley Bodus | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Brian Gigl | Riverwater Partners | Milwaukee | CFP | Percentage of assets, Hourly |
| Chad Thistle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Christopher Evers | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Craig Ratz | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Daniel Holdridge | Wedmont Private Capital | Madison | CFP | Fixed fees |
| Garren Agle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Guy Eckman | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Egan | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Schmidt | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Mitchell Carlson | Capital Investment Services of America | Milwaukee | CFP, CFA | Percentage of assets |
| Patrick Weyer | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Piotr Wolynski | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
| Rebekah Allison | Allison & Company Financial Counselors | Glendale | CFP | Percentage of assets, Hourly |
| Steven Muzzey | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Adam France | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Adam Peck | Riverwater Partners | Milwaukee | CFA | Percentage of assets, Hourly |
| Blake Bartlett | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Bradley Benz | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Christi Salm | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Daniel Stier | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
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