Virtual financial advisors in Wisconsin
How do I find fee-only advisors who work with clients virtually in Wisconsin?
In Wisconsin, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Bryan Minogue of Kardinal Financial and Jenna Laws of Evexia Wealth.
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.
- Bryan Minogue Kardinal Financial, Madison Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jenna Laws Evexia Wealth, Stevens Point Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Clarke Clarke Financial Counsel, LLC, Whitefish Bay Holds the CFP. Fees on file: one-time planning fee, hourly.
- Jennifer Deets Advisors Management Group, La Crosse Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michael Haubrich Financial Service Group, Inc., Mount Pleasant Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 33
- Firms
- 15
- Cities
- 14
- Hold the CFP
- 52%
- Other credentials: CFA 9% · CPA 3%
- How they charge (of 33 with fees on file): percentage of assets 88% · ongoing planning fee 61% · hourly 30% · fixed fees 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Wisconsin are there?
The Wellspent public graph lists 33 fee-only advisors who work with clients virtually in Wisconsin, at 15 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Wisconsin located?
Of the 33 fee-only advisors who work with clients virtually in Wisconsin, 11 are in La Crosse, followed by 6 in Stevens Point and 3 in Sun Prairie.
How do fee-only advisors who work with clients virtually in Wisconsin charge?
The most common fee among fee-only advisors who work with clients virtually in Wisconsin is a percentage of assets, used by 88% of the 33 with fees on file. Many use more than one: 61% charge an ongoing planning fee and 30% charge by the hour.
How many fee-only advisors who work with clients virtually in Wisconsin hold the CFP?
52% of the 33 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Wisconsin?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 33 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 |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| Michael Haubrich | Financial Service Group, Inc. | Mount Pleasant | CFP, CSA | Ongoing planning fee |
| Scott Wellens | Fortress Planning Group | Pewaukee | CFP | Percentage of assets |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Sarah Paulson | Valkyrie Finance, LLC | Appleton | CFP | Ongoing planning fee, Percentage of assets |
| Eric Ludwig | Stockbridge Private Wealth Management | Sun Prairie | CFP | Percentage of assets |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Jacob Bartz | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Jenna Laws | Evexia Wealth | Stevens Point | CFP, CFA | Percentage of assets, Hourly |
| Joseph Watson | Evexia Wealth | Stevens Point | CFP | Percentage of assets, Hourly |
| Matthew Dunham | Dream Lake Financial | Saukville | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Ludwig | Stockbridge Private Wealth Management | Sun Prairie | Not listed | Percentage of assets |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Benjamin Laws | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Joel Revak | Evexia Wealth | Eau Claire | Not listed | Percentage of assets, Hourly |
| Justin Kelly | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
| Kyler Ernst | Evexia Wealth | Stevens Point | Not listed | Percentage of assets, Hourly |
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