# Fee-only financial advisors in Wisconsin, United States > Fee-only advisors in Milwaukee, Madison and Appleton, plus 69 other cities. The Wellspent public graph lists 503 fee-only financial advisors serving Wisconsin at 169 firms, most in Milwaukee, Madison and Appleton. 38% hold the CFP certification. Of the 502 with fees on file, 94% charge percentage of assets. Page: https://find.wellspent.co/locations/us/wisconsin/ 503 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke.md) | Clarke Financial Counsel, LLC | Whitefish Bay, Wisconsin | CFP, MBA | One-time planning fee, Hourly | | [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Diane Esser](https://find.wellspent.co/advisors/diane-esser.md) | Direction Financial Management, LLC | Germantown, Wisconsin | CFP, CPA, RICP | Subscription, One-time planning fee, Hourly | | [Eric Jochimsen](https://find.wellspent.co/advisors/eric-jochimsen.md) | JBY Financial Planning | Sun Prairie, Wisconsin | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Susan Peck](https://find.wellspent.co/advisors/susan-peck.md) | Evolution Financial LLC | Madison, Wisconsin | CFP, RLP | Percentage of assets | | [Ben Smith](https://find.wellspent.co/advisors/ben-smith.md) | Cove Financial Planning, LLC | Milwaukee, Wisconsin | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee | | [John Cress](https://find.wellspent.co/advisors/john-cress.md) | Madison Wealth Partners, Inc. | Manitowoc, Wisconsin | CFP | Percentage of assets | | [Katheryn Lindquist](https://find.wellspent.co/advisors/katheryn-lindquist.md) | Lindenwood Financial LLC | Madison, Wisconsin | ABFP, AWMA, CFP, MPAS, MSPFP, MSFP | Percentage of assets, Fixed fees | | [Kathryn Hankard](https://find.wellspent.co/advisors/kathryn-hankard.md) | Fiscal Fitness, LLC | Verona, Wisconsin | CFP, MS, RICP | Hourly, One-time planning fee | | [Michael Haubrich](https://find.wellspent.co/advisors/michael-haubrich.md) | Financial Service Group, Inc. | Mount Pleasant, Wisconsin | CFP, CSA | Ongoing planning fee | | [Scott Wellens](https://find.wellspent.co/advisors/scott-wellens.md) | Fortress Planning Group | Pewaukee, Wisconsin | CFP | Percentage of assets | | [Chris Johnson](https://find.wellspent.co/advisors/chris-johnson.md) | Jacobson & Schmitt Advisors, LLC | Middleton, Wisconsin | CFP, CPWA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Eric Korbitz](https://find.wellspent.co/advisors/eric-korbitz.md) | Korbitz Financial Planning LLC | Milwaukee, Wisconsin | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee | | [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee | | [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek.md) | Shakespeare Wealth Management, LLC | Pewaukee, Wisconsin | CFA, CFP, BS, ChFC, CIMA, CPWA, EA | Percentage of assets | | [Zach Hidden](https://find.wellspent.co/advisors/zach-hidden.md) | Perk Planning | Milwaukee, Wisconsin | CFP | One-time planning fee, Hourly | | [Andrew Polzin](https://find.wellspent.co/advisors/andrew-polzin.md) | Behl Wealth Management | Delafield, Wisconsin | CFP | Ongoing planning fee | | [Brian Behl](https://find.wellspent.co/advisors/brian-behl.md) | Behl Wealth Management | Delafield, Wisconsin | CFP, CRPC | Ongoing planning fee | | [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets | | [Marie Schuett](https://find.wellspent.co/advisors/marie-schuett.md) | Entirement Financial Planning | Watertown, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Paul Borges](https://find.wellspent.co/advisors/paul-borges.md) | Borges Financial | Brookfield, Wisconsin | CFA, CFP, MS | Hourly, Flat fee or retainer | | [Shannon Wegner](https://find.wellspent.co/advisors/shannon-wegner.md) | Wegner Asset Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Erik Kroll](https://find.wellspent.co/advisors/erik-kroll.md) | Hilltop Financial Advisors | Wauwatosa, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Lisa Andrews](https://find.wellspent.co/advisors/lisa-andrews.md) | Perk Planning | Madison, Wisconsin | CFP, CPCU, MBA, RICP | Hourly, One-time planning fee | | [Ryan McGuire](https://find.wellspent.co/advisors/ryan-mcguire.md) | Oak Wealth Advisors, LLC | Madison, Wisconsin | CFP, CPWA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sarah Paulson](https://find.wellspent.co/advisors/sarah-paulson.md) | Valkyrie Finance, LLC | Appleton, Wisconsin | CFP | Ongoing planning fee, Percentage of assets | | [Alicia Vande Ven](https://find.wellspent.co/advisors/alicia-vande-ven.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Evan Waltz](https://find.wellspent.co/advisors/evan-waltz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Mitchell DeWitt](https://find.wellspent.co/advisors/mitchell-dewitt.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Richard Farmer](https://find.wellspent.co/advisors/richard-farmer.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran-6984569.md) | Highland Investment Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Felipe Quaassdorff Molina](https://find.wellspent.co/advisors/felipe-quaassdorff-molina.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee | | [Kenneth Melotte](https://find.wellspent.co/advisors/kenneth-melotte.md) | Melotte Financial Advisors | Green Bay, Wisconsin | CFP | Percentage of assets | | [Melodie Ace](https://find.wellspent.co/advisors/melodie-ace.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Sophia Zundel](https://find.wellspent.co/advisors/sophia-zundel.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Sylvain Michelin](https://find.wellspent.co/advisors/sylvain-michelin.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee | | [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Froelich](https://find.wellspent.co/advisors/andrew-froelich.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Cynthia Farnsworth](https://find.wellspent.co/advisors/cynthia-farnsworth.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Megan Prochniak](https://find.wellspent.co/advisors/megan-prochniak.md) | Paladin Partners | Hartland, Wisconsin | CFP | Hourly, One-time planning fee | | [Michael Macco](https://find.wellspent.co/advisors/michael-macco.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Morgan Cain](https://find.wellspent.co/advisors/morgan-cain.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Patrick Stoa](https://find.wellspent.co/advisors/patrick-stoa.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ross Fedenia](https://find.wellspent.co/advisors/ross-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Robillard](https://find.wellspent.co/advisors/ryan-robillard.md) | Macco Financial Group | Green Bay, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Scott Keipper](https://find.wellspent.co/advisors/scott-keipper.md) | Highland Investment Advisors | Brookfield, Wisconsin | PFS | Percentage of assets, Fixed fees | | [William Baxter](https://find.wellspent.co/advisors/william-baxter-2816654.md) | Paladin Partners | Hartland, Wisconsin | CFP, ChFC | Hourly, One-time planning fee | | [Adam Kierzek](https://find.wellspent.co/advisors/adam-kierzek.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Andrew Klein](https://find.wellspent.co/advisors/andrew-klein.md) | Walkner Condon Financial Advisors | Madison, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Andrew Tranel](https://find.wellspent.co/advisors/andrew-tranel.md) | Rosemeyer Management Group | Platteville, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Brady Storhoff](https://find.wellspent.co/advisors/brady-storhoff.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Brayden Zettle](https://find.wellspent.co/advisors/brayden-zettle.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Brian Kopp](https://find.wellspent.co/advisors/brian-kopp.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Charles Allison](https://find.wellspent.co/advisors/charles-allison.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | CFP, ChFC | Percentage of assets | | [Clinton Walkner](https://find.wellspent.co/advisors/clinton-walkner.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [David Muehl](https://find.wellspent.co/advisors/david-muehl.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr-8099267.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Grace Trewartha](https://find.wellspent.co/advisors/grace-trewartha.md) | MAPT Capital | Madison, Wisconsin | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Griffin Kalepp](https://find.wellspent.co/advisors/griffin-kalepp.md) | Compound | Black Earth, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ian Beardsley](https://find.wellspent.co/advisors/ian-beardsley.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [James McGlone](https://find.wellspent.co/advisors/james-mcglone.md) | KOM Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Jesse Schrock](https://find.wellspent.co/advisors/jesse-schrock.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Keith Poniewaz](https://find.wellspent.co/advisors/keith-poniewaz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Kirt Rezek](https://find.wellspent.co/advisors/kirt-rezek.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Lucas Kuchenberg](https://find.wellspent.co/advisors/lucas-kuchenberg.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [Mark Vanderlinden](https://find.wellspent.co/advisors/mark-vanderlinden.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Jo Staniszewski](https://find.wellspent.co/advisors/mary-jo-staniszewski.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Nathan Condon](https://find.wellspent.co/advisors/nathan-condon.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Nathan Madill](https://find.wellspent.co/advisors/nathan-madill.md) | JMR Financial Group | Superior, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Paulina Price](https://find.wellspent.co/advisors/paulina-price.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Raman Ghei](https://find.wellspent.co/advisors/raman-ghei.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Otto](https://find.wellspent.co/advisors/richard-otto.md) | KOM Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Tahlia Micoley](https://find.wellspent.co/advisors/tahlia-micoley.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Trent Hinton](https://find.wellspent.co/advisors/trent-hinton.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Tyson Ray](https://find.wellspent.co/advisors/tyson-ray.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | CFP | Percentage of assets | | [William Lauderdale](https://find.wellspent.co/advisors/william-lauderdale.md) | FORM Wealth Advisors | Middleton, Wisconsin | CFP | Percentage of assets | | [Abbigail Kuna](https://find.wellspent.co/advisors/abbigail-kuna.md) | Highland Investment Advisors | Brookfield, Wisconsin | | Percentage of assets, Fixed fees | | [Alex Brusda](https://find.wellspent.co/advisors/alex-brusda.md) | North Star Asset Management | Neenah, Wisconsin | CFP, CFA | Percentage of assets | | [Carrie Ticali](https://find.wellspent.co/advisors/carrie-ticali.md) | Review Services | Brookfield, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Christopher Rich](https://find.wellspent.co/advisors/christopher-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Debra Allison-Aasby](https://find.wellspent.co/advisors/debra-allison-aasby.md) | Great Lakes Financial Strategies | Oshkosh, Wisconsin | | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Elaine Rich](https://find.wellspent.co/advisors/elaine-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Elizabeth Stamatakos](https://find.wellspent.co/advisors/elizabeth-stamatakos.md) | A to Z Financial Planning | Oak Creek, Wisconsin | CFP | One-time planning fee, Ongoing planning fee | | [Eric Ludwig](https://find.wellspent.co/advisors/eric-ludwig.md) | Stockbridge Private Wealth Management | Sun Prairie, Wisconsin | CFP | Percentage of assets | | [Jennifer Deets](https://find.wellspent.co/advisors/jennifer-deets.md) | Advisors Management Group | La Crosse, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Matthew Buehler](https://find.wellspent.co/advisors/matthew-buehler.md) | Erenda Capital Management | Glendale, Wisconsin | | Percentage of assets | | [Michael Rodenbaugh](https://find.wellspent.co/advisors/michael-rodenbaugh.md) | Boardwalk Financial Strategies | Hartland, Wisconsin | CFP, CFA | Percentage of assets | | [Nate Byers](https://find.wellspent.co/advisors/nate-byers.md) | Calculated Wealth | Madison, Wisconsin | CPA | Percentage of assets, Hourly, One-time planning fee | | [Nathan Deets](https://find.wellspent.co/advisors/nathan-deets.md) | Advisors Management Group | La Crosse, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Neil Dinndorf](https://find.wellspent.co/advisors/neil-dinndorf.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Patricia Kiefer](https://find.wellspent.co/advisors/patricia-kiefer.md) | Review Services | Brookfield , Wisconsin | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Peter Wolynski](https://find.wellspent.co/advisors/peter-wolynski.md) | Calculated Wealth | Madison, Wisconsin | | Percentage of assets | | [Tim Konicke](https://find.wellspent.co/advisors/tim-konicke.md) | Review Services | Brookfield, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Trent Tredinnick](https://find.wellspent.co/advisors/trent-tredinnick.md) | EnRich Financial Partners | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Chadwick Oldenburg](https://find.wellspent.co/advisors/chadwick-oldenburg.md) | Denarius Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets | | [Daniel Gresch](https://find.wellspent.co/advisors/daniel-gresch.md) | Mendota Financial Group | Madison, Wisconsin | CFP, ChFC | One-time planning fee | | [David Jordan](https://find.wellspent.co/advisors/david-jordan.md) | Jordan Financial Services | Kenosha, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Donald Swain](https://find.wellspent.co/advisors/donald-swain.md) | Professional Financial Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Sheaf](https://find.wellspent.co/advisors/jacob-sheaf.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | ChFC | Percentage of assets | | [Jesse Nelson](https://find.wellspent.co/advisors/jesse-nelson.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [John Scherer](https://find.wellspent.co/advisors/john-scherer.md) | Trinity Financial Planning | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Liran Amir](https://find.wellspent.co/advisors/liran-amir.md) | SKP Wealth | Glendale, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Mariah Magana Mayorga](https://find.wellspent.co/advisors/mariah-magana-mayorga.md) | Tower View Wealth Management | Oshkosh, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Mark Nicholas](https://find.wellspent.co/advisors/mark-nicholas.md) | Transform Retirement | Green Bay, Wisconsin | | Flat fee or retainer | | [Miranda Hoffman](https://find.wellspent.co/advisors/miranda-hoffman.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Nicholas Toman](https://find.wellspent.co/advisors/nicholas-toman.md) | John F. Suby Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Schiller](https://find.wellspent.co/advisors/richard-schiller.md) | Pavlic Investment Advisors | Delafield, Wisconsin | CFA | Percentage of assets | | [Steven Hooyman](https://find.wellspent.co/advisors/steven-hooyman.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [William Warnke](https://find.wellspent.co/advisors/william-warnke.md) | Pavlic Investment Advisors | Delafield, Wisconsin | CFA | Percentage of assets | | [Alicia Theisen](https://find.wellspent.co/advisors/alicia-theisen.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Amy Finley](https://find.wellspent.co/advisors/amy-finley.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Angel McClarey](https://find.wellspent.co/advisors/angel-mcclarey.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Benjamin Van Handel](https://find.wellspent.co/advisors/benjamin-van-handel.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Bradley Buchanan](https://find.wellspent.co/advisors/bradley-buchanan.md) | North Star Asset Management | Menasha, Wisconsin | CFA | Percentage of assets | | [Bradley O'Loughlin](https://find.wellspent.co/advisors/bradley-o-loughlin.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Leben](https://find.wellspent.co/advisors/brian-leben.md) | Midwest Wealth Solutions LLC | Brookfield, Wisconsin | CFP, CPA, CPA/PFS, MBA, PFS | Percentage of assets, Hourly, Fixed fees | | [Candice Genrich](https://find.wellspent.co/advisors/candice-genrich.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Daniel Kauper](https://find.wellspent.co/advisors/daniel-kauper.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Darrin Sharp](https://find.wellspent.co/advisors/darrin-sharp.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [David Hackfort](https://find.wellspent.co/advisors/david-hackfort.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [David Risgaard](https://find.wellspent.co/advisors/david-risgaard.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [David Solheim](https://find.wellspent.co/advisors/david-solheim.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Drew Krepline](https://find.wellspent.co/advisors/drew-krepline.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Drew Lanphear](https://find.wellspent.co/advisors/drew-lanphear.md) | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee, Wisconsin | CFP, RICP, BA | Percentage of assets, Hourly, Fixed fees | | [Dylan Lund](https://find.wellspent.co/advisors/dylan-lund.md) | Dylan Lund Financial, LLC | Delavan, Wisconsin | CFP | | | [Elliott Appel](https://find.wellspent.co/advisors/elliott-appel.md) | Kindness Financial Planning | Madison, Wisconsin | CFP, RLP | Percentage of assets, Hourly | | [Emil Haque](https://find.wellspent.co/advisors/emil-haque.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Freeman Linde](https://find.wellspent.co/advisors/freeman-linde.md) | La Crosse Financial Planning Inc. | Onalaska, Wisconsin | CFP, EA | Percentage of assets, Fixed fees | | [Geoffry Penn](https://find.wellspent.co/advisors/geoffry-penn.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Hunter Klus Wedel](https://find.wellspent.co/advisors/hunter-klus-wedel.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Jacob Bartz](https://find.wellspent.co/advisors/jacob-bartz.md) | Evexia Wealth | Stevens Point, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Hornak](https://find.wellspent.co/advisors/jacob-hornak.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Jacob Johnson](https://find.wellspent.co/advisors/jacob-johnson.md) | North Star Asset Management | Neenah, Wisconsin | CFA | Percentage of assets | | [Jacqueline Schneider](https://find.wellspent.co/advisors/jacqueline-schneider.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Jamie Droessler](https://find.wellspent.co/advisors/jamie-droessler.md) | Direct Financial Care | Black Earth, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Jasper Vaccaro](https://find.wellspent.co/advisors/jasper-vaccaro.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Jenna Laws](https://find.wellspent.co/advisors/jenna-laws.md) | Evexia Wealth | Stevens Point, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wilson](https://find.wellspent.co/advisors/jonathan-wilson.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Jose Alvarez](https://find.wellspent.co/advisors/jose-alvarez.md) | Harvest Horizon Wealth | Amery, Wisconsin | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Joseph Watson](https://find.wellspent.co/advisors/joseph-watson.md) | Evexia Wealth | Stevens Point, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Joshua Zahn](https://find.wellspent.co/advisors/joshua-zahn.md) | Resonant Capital Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Justus Morgan](https://find.wellspent.co/advisors/justus-morgan.md) | Financial Justus LLC | Racine, Wisconsin | CFP, EA, RICP | Percentage of assets, Fixed fees | | [K Robert Batchelor](https://find.wellspent.co/advisors/k-robert-batchelor.md) | Entasis Asset Management, LLC | Brookfield, Wisconsin | CFA, CFP, MBA | Percentage of assets, Fixed fees | | [Kelsey Wagner](https://find.wellspent.co/advisors/kelsey-wagner.md) | PJS Investment Management | Cedarburg, Wisconsin | CFP, AEP, CFA, M.Ed., MS | Percentage of assets, Fixed fees | | [Logan Knecht](https://find.wellspent.co/advisors/logan-knecht.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Fedenia](https://find.wellspent.co/advisors/mark-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Mark Ziety](https://find.wellspent.co/advisors/mark-ziety.md) | WisMed Financial, Inc. | Fitchburg, Wisconsin | AIF, BS, CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Patch](https://find.wellspent.co/advisors/mary-patch.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Matthew Dunham](https://find.wellspent.co/advisors/matthew-dunham.md) | Dream Lake Financial | Saukville, Wisconsin | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Matthew Miler](https://find.wellspent.co/advisors/matthew-miler.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Pamela Evason](https://find.wellspent.co/advisors/pamela-evason.md) | Windermere Wealth Advisors | Elm Grove, Wisconsin | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Richard Thompson](https://find.wellspent.co/advisors/richard-thompson.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Armstrong](https://find.wellspent.co/advisors/robert-armstrong.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Sarah Kopesky](https://find.wellspent.co/advisors/sarah-kopesky.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Benjamin Kebbekus](https://find.wellspent.co/advisors/benjamin-kebbekus.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Brent Neis](https://find.wellspent.co/advisors/brent-neis.md) | Plus Group Wealth Advisors | Belgium, Wisconsin | | Percentage of assets, Hourly | | [Brent Schneider](https://find.wellspent.co/advisors/brent-schneider.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Brian Hellmer](https://find.wellspent.co/advisors/brian-hellmer.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee | | [Brian Koski](https://find.wellspent.co/advisors/brian-koski.md) | JMR Financial Group | Superior, Wisconsin | | Percentage of assets, Fixed fees | | [Brooklyn Flanagan](https://find.wellspent.co/advisors/brooklyn-flanagan.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Carter Abbott](https://find.wellspent.co/advisors/carter-abbott.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Carter Klaas](https://find.wellspent.co/advisors/carter-klaas.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Clare Manning](https://find.wellspent.co/advisors/clare-manning.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Derek Pawlak](https://find.wellspent.co/advisors/derek-pawlak.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Dylan Rasmason](https://find.wellspent.co/advisors/dylan-rasmason.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Eric Suttmiller](https://find.wellspent.co/advisors/eric-suttmiller.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Frank Ortiz](https://find.wellspent.co/advisors/frank-ortiz.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Jackson Burk](https://find.wellspent.co/advisors/jackson-burk.md) | FORM Wealth Advisors | Lake Geneva, Wisconsin | | Percentage of assets | | [Jaclyn Gruber](https://find.wellspent.co/advisors/jaclyn-gruber.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Jacob Rosemeyer](https://find.wellspent.co/advisors/jacob-rosemeyer.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Jake Miller](https://find.wellspent.co/advisors/jake-miller.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Jay Lauer](https://find.wellspent.co/advisors/jay-lauer.md) | Plus Group Wealth Advisors | Belgium, Wisconsin | | Percentage of assets, Hourly | | [Joel Yaeger](https://find.wellspent.co/advisors/joel-yaeger.md) | Compound | Waunakee, Wisconsin | | Percentage of assets, Fixed fees | | [John Drefcinski](https://find.wellspent.co/advisors/john-drefcinski.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Joseph Schultz](https://find.wellspent.co/advisors/joseph-schultz.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Joshua Bruckert](https://find.wellspent.co/advisors/joshua-bruckert.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Kaley Bockhop](https://find.wellspent.co/advisors/kaley-bockhop.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Kaley Klepps](https://find.wellspent.co/advisors/kaley-klepps.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Kenneth McGlone](https://find.wellspent.co/advisors/kenneth-mcglone.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Kurt Ahrens](https://find.wellspent.co/advisors/kurt-ahrens.md) | Mendota Financial Group | Madison, Wisconsin | ChFC | One-time planning fee | | [Kurt Mihelich](https://find.wellspent.co/advisors/kurt-mihelich.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Macy Strickland](https://find.wellspent.co/advisors/macy-strickland.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Matthew Dirkse](https://find.wellspent.co/advisors/matthew-dirkse.md) | Plus Group Wealth Advisors | Belgium, Wisconsin | | Percentage of assets, Hourly | | [Michael Ebeling](https://find.wellspent.co/advisors/michael-ebeling.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee | | [Payton Simon](https://find.wellspent.co/advisors/payton-simon.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Peter Lautmann](https://find.wellspent.co/advisors/peter-lautmann.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Peter Schumacher](https://find.wellspent.co/advisors/peter-schumacher.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Regan Shipp](https://find.wellspent.co/advisors/regan-shipp.md) | Rosemeyer Management Group | Platteville, Wisconsin | | Percentage of assets, Fixed fees | | [Robert Phelps](https://find.wellspent.co/advisors/robert-phelps.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Terry Backmann](https://find.wellspent.co/advisors/terry-backmann.md) | Jordan Financial Services | Kenosha, Wisconsin | ChFC | Percentage of assets, Hourly, Fixed fees | | [Thomas Volkmann](https://find.wellspent.co/advisors/thomas-volkmann.md) | Plus Group Wealth Advisors | Belgium, Wisconsin | | Percentage of assets, Hourly | Showing the first 200 of 503. The full list, page by page: https://find.wellspent.co/locations/us/wisconsin/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).