# Flat-fee financial advisors in Wisconsin > In Wisconsin, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Diane Esser of Direction Financial Management, LLC and Paul Borges of Borges Financial. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/wisconsin/ 354 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge flat or fixed fees in Wisconsin? In Wisconsin, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Diane Esser of Direction Financial Management, LLC and Paul Borges of Borges Financial. ## How many fee-only advisors who charge flat or fixed fees in Wisconsin are there? The Wellspent public graph lists 354 fee-only advisors who charge flat or fixed fees in Wisconsin, at 116 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who charge flat or fixed fees in Wisconsin located? Of the 354 fee-only advisors who charge flat or fixed fees in Wisconsin, 57 are in Madison, followed by 35 in Milwaukee and 35 in Appleton. ## How do fee-only advisors who charge flat or fixed fees in Wisconsin charge? The most common fee among fee-only advisors who charge flat or fixed fees in Wisconsin is a percentage of assets, used by 93% of the 354 with fees on file. Many use more than one: 75% charge fixed fees and 46% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Wisconsin hold the CFP? 40% of the 354 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Wisconsin? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | |---|---|---|---|---| | [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke.md) | Clarke Financial Counsel, LLC | Whitefish Bay, Wisconsin | CFP, MBA | One-time planning fee, Hourly | | [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 | | [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, 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 | | [Diane Esser](https://find.wellspent.co/advisors/diane-esser.md) | Direction Financial Management, LLC | Germantown, Wisconsin | CFP, CPA, RICP | Subscription, One-time planning fee, Hourly | | [Eric Jochimsen](https://find.wellspent.co/advisors/eric-jochimsen.md) | JBY Financial Planning | Sun Prairie, Wisconsin | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Susan Peck](https://find.wellspent.co/advisors/susan-peck.md) | Evolution Financial LLC | Madison, Wisconsin | CFP, RLP | Percentage of assets | | [Katheryn Lindquist](https://find.wellspent.co/advisors/katheryn-lindquist.md) | Lindenwood Financial LLC | Madison, Wisconsin | ABFP, AWMA, CFP, MPAS, MSPFP, MSFP | Percentage of assets, Fixed fees | | [Kathryn Hankard](https://find.wellspent.co/advisors/kathryn-hankard.md) | Fiscal Fitness, LLC | Verona, Wisconsin | CFP, MS, RICP | Hourly, One-time planning fee | | [Michael Haubrich](https://find.wellspent.co/advisors/michael-haubrich.md) | Financial Service Group, Inc. | Mount Pleasant, Wisconsin | CFP, CSA | Ongoing planning fee | | [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 | | [Eric Korbitz](https://find.wellspent.co/advisors/eric-korbitz.md) | Korbitz Financial Planning LLC | Milwaukee, Wisconsin | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee | | [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee | | [Zach Hidden](https://find.wellspent.co/advisors/zach-hidden.md) | Perk Planning | Milwaukee, Wisconsin | CFP | One-time planning fee, Hourly | | [Andrew Polzin](https://find.wellspent.co/advisors/andrew-polzin.md) | Behl Wealth Management | Delafield, Wisconsin | CFP | Ongoing planning fee | | [Brian Behl](https://find.wellspent.co/advisors/brian-behl.md) | Behl Wealth Management | Delafield, Wisconsin | CFP, CRPC | Ongoing planning fee | | [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets | | [Marie Schuett](https://find.wellspent.co/advisors/marie-schuett.md) | Entirement Financial Planning | Watertown, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Paul Borges](https://find.wellspent.co/advisors/paul-borges.md) | Borges Financial | Brookfield, Wisconsin | CFA, CFP, MS | Hourly, Flat fee or retainer | | [Erik Kroll](https://find.wellspent.co/advisors/erik-kroll.md) | Hilltop Financial Advisors | Wauwatosa, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Andrews](https://find.wellspent.co/advisors/lisa-andrews.md) | Perk Planning | Madison, Wisconsin | CFP, CPCU, MBA, RICP | Hourly, One-time 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 | | [Sarah Paulson](https://find.wellspent.co/advisors/sarah-paulson.md) | Valkyrie Finance, LLC | Appleton, Wisconsin | CFP | Ongoing planning fee, Percentage of assets | | [Alicia Vande Ven](https://find.wellspent.co/advisors/alicia-vande-ven.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Evan Waltz](https://find.wellspent.co/advisors/evan-waltz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Mitchell DeWitt](https://find.wellspent.co/advisors/mitchell-dewitt.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Richard Farmer](https://find.wellspent.co/advisors/richard-farmer.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [Sophia Zundel](https://find.wellspent.co/advisors/sophia-zundel.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Sylvain Michelin](https://find.wellspent.co/advisors/sylvain-michelin.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee | | [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Froelich](https://find.wellspent.co/advisors/andrew-froelich.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Cynthia Farnsworth](https://find.wellspent.co/advisors/cynthia-farnsworth.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Megan Prochniak](https://find.wellspent.co/advisors/megan-prochniak.md) | Paladin Partners | Hartland, Wisconsin | CFP | Hourly, One-time planning fee | | [Michael Macco](https://find.wellspent.co/advisors/michael-macco.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Morgan Cain](https://find.wellspent.co/advisors/morgan-cain.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Patrick Stoa](https://find.wellspent.co/advisors/patrick-stoa.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ross Fedenia](https://find.wellspent.co/advisors/ross-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Robillard](https://find.wellspent.co/advisors/ryan-robillard.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Scott Keipper](https://find.wellspent.co/advisors/scott-keipper.md) | Highland Investment Advisors | Brookfield, Wisconsin | PFS | Percentage of assets, Fixed fees | | [William Baxter](https://find.wellspent.co/advisors/william-baxter-2816654.md) | Paladin Partners | Hartland, Wisconsin | CFP, ChFC | Hourly, One-time planning fee | | [Adam Kierzek](https://find.wellspent.co/advisors/adam-kierzek.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Andrew Klein](https://find.wellspent.co/advisors/andrew-klein.md) | Walkner Condon Financial Advisors | Madison, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Andrew Tranel](https://find.wellspent.co/advisors/andrew-tranel.md) | Rosemeyer Management Group | Platteville, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Brady Storhoff](https://find.wellspent.co/advisors/brady-storhoff.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | Showing the first 50 of 354. The full list, page by page: https://find.wellspent.co/by/flat-fee-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).