Flat-fee financial advisors in Wisconsin
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.
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.
- Diane Esser Direction Financial Management, LLC, Germantown Holds the CFP and CPA. Fees on file: subscription, one-time planning fee.
- Paul Borges Borges Financial, Brookfield Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Bryan Minogue Kardinal Financial, Madison Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Marie Schuett Entirement Financial Planning, Watertown Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 354
- Firms
- 116
- Cities
- 57
- Hold the CFP
- 40%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 354 with fees on file): percentage of assets 93% · fixed fees 75% · hourly 46% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 354 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Clarke Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next. | Clarke Financial Counsel, LLC | Whitefish Bay | CFP, MBA | One-time planning fee, Hourly |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Jared Andreoli | Simplicity Financial, LLC | Milwaukee | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Kathryn Hankard | Fiscal Fitness, LLC | Verona | CFP, MS, RICP | Hourly, One-time planning fee |
| Michael Haubrich | Financial Service Group, Inc. | Mount Pleasant | CFP, CSA | Ongoing planning fee |
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Lisa Andrews | Perk Planning | Madison | CFP, CPCU, MBA, RICP | Hourly, One-time planning fee |
| Ryan McGuire | Oak Wealth Advisors, LLC | Madison | CFP, CPWA | Percentage of assets, Ongoing planning fee |
| Sarah Paulson | Valkyrie Finance, LLC | Appleton | CFP | Ongoing planning fee, Percentage of assets |
| Alicia Vande Ven | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Evan Waltz | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Mitchell DeWitt | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Richard Farmer | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Felipe Quaassdorff Molina | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Sylvain Michelin | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Michael Macco | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Morgan Cain | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Brady Storhoff | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
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