One-time financial plans in Wisconsin
How do I find fee-only advisors who offer one-time plans in Wisconsin?
In Wisconsin, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Austin Preece of Preece Financial Planning and Diane Esser of Direction Financial Management, LLC.
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.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. 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.
- Eric Korbitz Korbitz Financial Planning LLC, Milwaukee Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Marie Schuett Entirement Financial Planning, Watertown 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.
By the numbers
- Advisors listed
- 32
- Firms
- 20
- Cities
- 13
- Hold the CFP
- 69%
- Other credentials: CFA 16% · CPA 13% · EA 6%
- How they charge (of 32 with fees on file): one-time planning fee 100% · percentage of assets 44% · ongoing planning fee 44% · hourly 34%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
How many fee-only advisors who offer one-time plans in Wisconsin are there?
The Wellspent public graph lists 32 fee-only advisors who offer one-time plans in Wisconsin, at 20 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who offer one-time plans in Wisconsin located?
Of the 32 fee-only advisors who offer one-time plans in Wisconsin, 13 are in Madison, followed by 4 in Milwaukee and 3 in Brookfield.
How do fee-only advisors who offer one-time plans in Wisconsin charge?
All 32 fee-only advisors who offer one-time plans in Wisconsin with fees on file charge a one-time planning fee. Many use more than one: 44% charge a percentage of assets and 44% charge an ongoing planning fee.
How many fee-only advisors who offer one-time plans in Wisconsin hold the CFP?
69% of the 32 fee-only advisors who offer one-time plans 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 offer one-time plans?
We count an advisor here when their listing shows a one-time planning fee.
What should I ask fee-only advisors who offer one-time plans in Wisconsin?
What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use?
How current is this list of fee-only advisors who offer one-time plans 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 32 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 |
| Kathryn Hankard | Fiscal Fitness, LLC | Verona | CFP, MS, RICP | Hourly, One-time planning fee |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time 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 |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Carrie Ticali | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Debra Allison-Aasby | Great Lakes Financial Strategies | Oshkosh | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Stamatakos | A to Z Financial Planning | Oak Creek | CFP | One-time planning fee, Ongoing planning fee |
| 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 |
| Patricia Kiefer | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Tim Konicke | Review Services | Brookfield | CFP | Percentage of assets, Flat fee or retainer |
| Daniel Gresch | Mendota Financial Group | Madison | CFP, ChFC | One-time planning fee |
| Pamela Evason | Windermere Wealth Advisors | Elm Grove | CFA | Percentage of assets, Flat fee or retainer |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Kurt Ahrens | Mendota Financial Group | Madison | ChFC | One-time planning fee |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| William Tiedt | A to Z Financial Planning | Oak Creek | Not listed | One-time planning fee, Ongoing planning fee |
| Ethan Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Owen Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
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