# Advisors for $500,000 to $1 million in Wisconsin > In Wisconsin, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Alex Brusda of North Star Asset Management, Adam Sweet of Jacobson & Schmitt Advisors and Craig Peterman of Prism Wealth Management. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/wisconsin/ 127 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 $500,000 to $1 million in Wisconsin? In Wisconsin, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Alex Brusda of North Star Asset Management, Adam Sweet of Jacobson & Schmitt Advisors and Craig Peterman of Prism Wealth Management. ## How many fee-only advisors for $500,000 to $1 million in Wisconsin are there? The Wellspent public graph lists 127 fee-only advisors for $500,000 to $1 million in Wisconsin, at 26 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Wisconsin located? Of the 127 fee-only advisors for $500,000 to $1 million in Wisconsin, 20 are in Waukesha, followed by 19 in Middleton and 19 in Milwaukee. ## How do fee-only advisors for $500,000 to $1 million in Wisconsin charge? All 127 fee-only advisors for $500,000 to $1 million in Wisconsin with fees on file charge a percentage of assets. Many use more than one: 53% charge fixed fees and 20% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Wisconsin hold the CFP? 34% of the 127 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Wisconsin? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Chris Johnson](https://find.wellspent.co/advisors/chris-johnson.md) | Jacobson & Schmitt Advisors, LLC | Middleton, Wisconsin | CFP, CPWA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ryan McGuire](https://find.wellspent.co/advisors/ryan-mcguire.md) | Oak Wealth Advisors, LLC | Madison, Wisconsin | CFP, CPWA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Andrew Tranel](https://find.wellspent.co/advisors/andrew-tranel.md) | Rosemeyer Management Group | Platteville, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Charles Allison](https://find.wellspent.co/advisors/charles-allison.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | CFP, ChFC | Percentage of assets | | [Alex Brusda](https://find.wellspent.co/advisors/alex-brusda.md) | North Star Asset Management | Neenah, Wisconsin | CFP, CFA | Percentage of assets | | [Eric Ludwig](https://find.wellspent.co/advisors/eric-ludwig.md) | Stockbridge Private Wealth Management | Sun Prairie, Wisconsin | CFP | Percentage of assets | | [Matthew Buehler](https://find.wellspent.co/advisors/matthew-buehler.md) | Erenda Capital Management | Glendale, Wisconsin | | Percentage of assets | | [Jacob Sheaf](https://find.wellspent.co/advisors/jacob-sheaf.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | ChFC | Percentage of assets | | [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 | | [Alicia Theisen](https://find.wellspent.co/advisors/alicia-theisen.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Amy Finley](https://find.wellspent.co/advisors/amy-finley.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Angel McClarey](https://find.wellspent.co/advisors/angel-mcclarey.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [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 | | [Daniel Kauper](https://find.wellspent.co/advisors/daniel-kauper.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Darrin Sharp](https://find.wellspent.co/advisors/darrin-sharp.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [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 | | [David Solheim](https://find.wellspent.co/advisors/david-solheim.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [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 Hornak](https://find.wellspent.co/advisors/jacob-hornak.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Jacob Johnson](https://find.wellspent.co/advisors/jacob-johnson.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Jacqueline Schneider](https://find.wellspent.co/advisors/jacqueline-schneider.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Jamie Droessler](https://find.wellspent.co/advisors/jamie-droessler.md) | Direct Financial Care | Black Earth, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wilson](https://find.wellspent.co/advisors/jonathan-wilson.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Justus Morgan](https://find.wellspent.co/advisors/justus-morgan.md) | Financial Justus LLC | Racine, Wisconsin | CFP, EA, RICP | 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 | | [Matthew Miler](https://find.wellspent.co/advisors/matthew-miler.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Robert Armstrong](https://find.wellspent.co/advisors/robert-armstrong.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Benjamin Kebbekus](https://find.wellspent.co/advisors/benjamin-kebbekus.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Brent Schneider](https://find.wellspent.co/advisors/brent-schneider.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Brooklyn Flanagan](https://find.wellspent.co/advisors/brooklyn-flanagan.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Carter Abbott](https://find.wellspent.co/advisors/carter-abbott.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Carter Klaas](https://find.wellspent.co/advisors/carter-klaas.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Clare Manning](https://find.wellspent.co/advisors/clare-manning.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Derek Pawlak](https://find.wellspent.co/advisors/derek-pawlak.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Dylan Rasmason](https://find.wellspent.co/advisors/dylan-rasmason.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Eric Suttmiller](https://find.wellspent.co/advisors/eric-suttmiller.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Frank Ortiz](https://find.wellspent.co/advisors/frank-ortiz.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Jaclyn Gruber](https://find.wellspent.co/advisors/jaclyn-gruber.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Jacob Rosemeyer](https://find.wellspent.co/advisors/jacob-rosemeyer.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Jake Miller](https://find.wellspent.co/advisors/jake-miller.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [John Drefcinski](https://find.wellspent.co/advisors/john-drefcinski.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Joseph Schultz](https://find.wellspent.co/advisors/joseph-schultz.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Joshua Bruckert](https://find.wellspent.co/advisors/joshua-bruckert.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Kaley Bockhop](https://find.wellspent.co/advisors/kaley-bockhop.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Kurt Mihelich](https://find.wellspent.co/advisors/kurt-mihelich.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | Showing the first 50 of 127. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).