Advisors for $500,000 to $1 million in Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Brusda North Star Asset Management, Neenah Holds the CFP and CFA. Fees on file: percentage of assets.
- Adam Sweet Jacobson & Schmitt Advisors, Middleton Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Craig Peterman Prism Wealth Management, Middleton Holds the CFP and CFA. Fees on file: percentage of assets.
- Justus Morgan Financial Justus LLC, Racine Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Kelsey Wagner PJS Investment Management, Cedarburg Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Richard Schiller Pavlic Investment Advisors, Delafield Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 127
- Firms
- 26
- Cities
- 20
- Hold the CFP
- 34%
- Other credentials: CFA 14% · EA 1% · ChFC 2%
- How they charge (of 127 with fees on file): percentage of assets 100% · fixed fees 53% · hourly 20% · ongoing 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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 127 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Ryan McGuire | Oak Wealth Advisors, LLC | Madison | CFP, CPWA | Percentage of assets, Ongoing planning fee |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Alex Brusda | North Star Asset Management | Neenah | CFP, CFA | Percentage of assets |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| Richard Schiller | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| William Warnke | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| Alicia Theisen | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Amy Finley | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Angel McClarey | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Benjamin Van Handel | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Bradley Buchanan | North Star Asset Management | Menasha | CFA | Percentage of assets |
| Daniel Kauper | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Darrin Sharp | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| David Hackfort | North Star Asset Management | Neenah | CFA | Percentage of assets |
| David Risgaard | North Star Asset Management | Neenah | CFA | Percentage of assets |
| David Solheim | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Drew Krepline | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Emil Haque | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Geoffry Penn | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Jacob Hornak | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Jacob Johnson | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Jacqueline Schneider | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Jamie Droessler | Direct Financial Care | Black Earth | CFP | Percentage of assets, Hourly |
| Jonathan Wilson | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Justus Morgan | Financial Justus LLC | Racine | CFP, EA, RICP | Percentage of assets, Fixed fees |
| Kelsey Wagner | PJS Investment Management | Cedarburg | CFP, AEP, CFA, M.Ed. | Percentage of assets, Fixed fees |
| Matthew Miler | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Robert Armstrong | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brooklyn Flanagan | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Klaas | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Clare Manning | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Dylan Rasmason | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Frank Ortiz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jacob Rosemeyer | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Jake Miller | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| John Drefcinski | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joseph Schultz | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kaley Bockhop | Rosemeyer Management Group | Platteville | Not listed | Percentage of assets, Fixed fees |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
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