Fee-only advisors in Wisconsin

Advisors serving Wisconsin (41)

• Andrew Ish

  Prepared Financial Planning LLC — Milwaukee

  CFPCFACPA

• Andrew Polzin

  Behl Wealth Management — Delafield

  CFP

• Austin Preece

  Preece Financial Planning — Eau Claire

  CFPEA

• Ben Smith

  Cove Financial Planning, LLC — Milwaukee

  CFPChartered SRI Counselor™

• Brian Behl

  Behl Wealth Management — Delafield

  CFPCRPC

• Brian Clarke

  Clarke Financial Counsel, LLC — Whitefish Bay

  CFP

• Brian Leben

  Midwest Wealth Solutions LLC — Brookfield

  CFPCPACPA/PFS

• Bryan Minogue

  Kardinal Financial — Madison

  CFACFP

• Calculated Wealth

  Calculated Wealth — Madison

  CPA

• Chris Johnson

  Jacobson & Schmitt Advisors, LLC — Middleton

  CFPCPWA

• Diane Esser

  Direction Financial Management, LLC — Germantown

  CFPCPARICP

• Drew Lanphear

  Dickmeyer Boyce Financial Mgmt., Inc. — Milwaukee

  CFPRICPBA

• Dylan Lund

  Dylan Lund Financial, LLC — Delavan

  CFP

• Elliott Appel

  Kindness Financial Planning — Madison

  CFPRLP

• Eric Jochimsen

  JBY Financial Planning — Sun Prairie

  CFP

• Eric Korbitz

  Korbitz Financial Planning LLC — Milwaukee

  BBACFPCPA/PFS

• Erik Kroll

  Hilltop Financial Advisors — Wauwatosa

  CFP

• Erik Kroll

  Hilltop Financial Advisors, LLC — Milwaukee

  CFP

• Freeman Linde

  La Crosse Financial Planning Inc. — Onalaska

  CFPEA

• Hannah Chavez

  Financial Strategies Inc. — Brookfield

  CFP

• Jared Andreoli

  Simplicity Financial, LLC — Milwaukee

  Certified Student Loan ProfessionalCFP

• John Cress

  Madison Wealth Partners, Inc. — Manitowoc

  CFP

• Jose Alvarez

  Harvest Horizon Wealth — Amery

  CFPMBA

• Justus Morgan

  Financial Justus LLC — Racine

  CFPEARICP

• K Robert Batchelor

  Entasis Asset Management, LLC — Brookfield

  CFACFPMBA

• Katheryn Lindquist

  Lindenwood Financial LLC — Madison

  ABFP™AWMACFP

• Kathryn Hankard

  Fiscal Fitness, LLC — Verona

  CFPMSRICP

• Kelsey Wagner

  PJS Investment Management — Cedarburg

  CFPAEPCFA

• Lisa Andrews

  Perk Planning — Madison

  CFPCPCUMBA

• Marie Schuett

  Entirement Financial Planning — Watertown

  CFPEA

• Mark Ziety

  WisMed Financial, Inc. — Fitchburg

  AIFBSCFP

• Matt Fizell

  Harmony Wealth — Madison

  CFP

• Michael Haubrich

  Financial Service Group, Inc. — Mount Pleasant

  CFPCSA

• Nick Ziarek

  Shakespeare Wealth Management, LLC — Pewaukee

  CFACFPBS

• Paul Borges

  Borges Financial — Brookfield

  CFACFPMS

• Peter Wolynski

  Peter Wolynski — Madison

• Ryan McGuire

  Oak Wealth Advisors, LLC — Madison

  CFPCPWA

• Sarah Paulson

  Valkyrie Finance, LLC — Appleton

  CFP

• Scott Wellens

  Fortress Planning Group — Pewaukee

  CFP

• Shannon Wegner

  Wegner Asset Management — Middleton

  CFP

• Susan Peck

  Evolution Financial LLC — Madison

  CFPRLP

Firms headquartered in Wisconsin (37)

• WisMed Financial, Inc.

  Fitchburg, Wisconsin

• Simplicity Financial, LLC

  Milwaukee, Wisconsin

• Behl Wealth Management

  Delafield, Wisconsin

• Midwest Wealth Solutions LLC

  Brookfield, Wisconsin

• Evolution Financial LLC

  Madison, Wisconsin

• Kardinal Financial

  Madison, Wisconsin

• Harmony Wealth

  Madison, Wisconsin

• La Crosse Financial Planning Inc.

  Onalaska, Wisconsin

• Dickmeyer Boyce Financial Mgmt., Inc.

  Milwaukee, Wisconsin

• Financial Service Group, Inc.

  Mount Pleasant, Wisconsin

• Financial Strategies Inc.

  Brookfield, Wisconsin

• Madison Wealth Partners, Inc.

  Manitowoc, Wisconsin

• Korbitz Financial Planning LLC

  Milwaukee, Wisconsin

• Cove Financial Planning, LLC

  Milwaukee, Wisconsin

• Hilltop Financial Advisors

  Wauwatosa, Wisconsin

• Clarke Financial Counsel, LLC

  Whitefish Bay, Wisconsin

• Prepared Financial Planning LLC

  Milwaukee, Wisconsin

• Fortress Planning Group

  Pewaukee, Wisconsin

• PJS Investment Management

  Cedarburg, Wisconsin

• Borges Financial

  Brookfield, Wisconsin

• Direction Financial Management, LLC

  Germantown, Wisconsin

• Entasis Asset Management, LLC

  Brookfield, Wisconsin

• Financial Justus LLC

  Racine, Wisconsin

• Shakespeare Wealth Management, LLC

  Pewaukee, Wisconsin

• Perk Planning

  Madison, Wisconsin

• Kindness Financial Planning

  Madison, Wisconsin

• Lindenwood Financial LLC

  Madison, Wisconsin

• Wegner Asset Management

  Middleton, Wisconsin

• Fiscal Fitness, LLC

  Verona, Wisconsin

• Jacobson & Schmitt Advisors, LLC

  Middleton, Wisconsin

• JBY Financial Planning

  Sun Prairie, Wisconsin

• Entirement Financial Planning

  Watertown, Wisconsin

• Harvest Horizon Wealth

  Amery, Wisconsin

• Valkyrie Finance, LLC

  Appleton, Wisconsin

• Dylan Lund Financial, LLC

  Delavan, Wisconsin

• Hilltop Financial Advisors, LLC

  Milwaukee, Wisconsin

• Preece Financial Planning

  Eau Claire, Wisconsin

Metros tracked

• Madison
• Milwaukee
• Brookfield
• Pewaukee
• Middleton
• Delafield

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.