Hourly financial advisors in Wisconsin
How do I find fee-only advisors who charge by the hour in Wisconsin?
In Wisconsin, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Diane Esser of Direction Financial Management, LLC and Michael Rodenbaugh of Boardwalk Financial Strategies.
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.
- Michael Rodenbaugh Boardwalk Financial Strategies, Hartland Holds the CFP and CFA. Fees on file: percentage of assets.
- Eric Korbitz Korbitz Financial Planning LLC, Milwaukee Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Paul Borges Borges Financial, Brookfield Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
- Joshua Zahn Resonant Capital Advisors, Brookfield Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 248
- Firms
- 87
- Cities
- 47
- Hold the CFP
- 42%
- Other credentials: CFA 9% · CPA 2% · ChFC 4%
- How they charge (of 248 with fees on file): percentage of assets 93% · hourly 83% · fixed fees 60% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Wisconsin are there?
The Wellspent public graph lists 248 fee-only advisors who charge by the hour in Wisconsin, at 87 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Wisconsin located?
Of the 248 fee-only advisors who charge by the hour in Wisconsin, 43 are in Madison, followed by 36 in Appleton and 20 in Milwaukee.
How do fee-only advisors who charge by the hour in Wisconsin charge?
The most common fee among fee-only advisors who charge by the hour in Wisconsin is a percentage of assets, used by 93% of the 248 with fees on file. Many use more than one: 83% charge by the hour and 60% charge fixed fees.
How many fee-only advisors who charge by the hour in Wisconsin hold the CFP?
42% of the 248 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Wisconsin?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 248 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 |
| 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 |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| 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 |
| 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 |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Shannon Wegner | Wegner Asset Management | Middleton | CFP | Percentage of assets |
| 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 |
| Sarah Paulson | Valkyrie Finance, LLC | Appleton | CFP | Ongoing planning fee, Percentage of assets |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| 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 |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Carrie Ticali | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Debra Allison-Aasby | Great Lakes Financial Strategies | Oshkosh | Not listed | Percentage of assets, Flat fee or retainer |
| Elaine Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Michael Rodenbaugh | Boardwalk Financial Strategies | Hartland | CFP, CFA | Percentage of assets |
| 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 |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Kiefer | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Tim Konicke | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes