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Wellspent public graph/Locations/United States/Wisconsin
United States

Fee-only advisors in Wisconsin

Fee-only advisors in Milwaukee, Madison and Appleton, plus 69 other cities.

What fee-only financial advisors charge in Wisconsin

By the numbers

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.

Advisors listed
503
Firms
169
Cities
73
Hold the CFP
38%
  • Other credentials: CFA 12% · CPA 1% · EA 1%
  • How they charge (of 502 with fees on file): percentage of assets 94% · fixed fees 53% · hourly 41% · 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

Advisors serving Wisconsin (503)

Fee-only advisors serving Wisconsin: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Susan Peck Evolution Financial LLC Madison CFP, RLP Percentage of assets
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
Katheryn Lindquist Lindenwood Financial LLC Madison ABFP, AWMA, CFP, MPAS Percentage of assets, Fixed fees
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
Scott Wellens Fortress Planning Group Pewaukee CFP Percentage of assets
Chris Johnson Jacobson & Schmitt Advisors, LLC Middleton CFP, CPWA Percentage of assets, Flat fee or retainer
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
Nick Ziarek Shakespeare Wealth Management, LLC Pewaukee CFA, CFP, BS, ChFC Percentage of assets
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
Marie Schuett Entirement Financial Planning Watertown CFP, EA Percentage of assets, Ongoing planning fee
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
Ryan McGuire Oak Wealth Advisors, LLC Madison CFP, CPWA Percentage of assets, Ongoing planning fee
Sarah Paulson Valkyrie Finance, LLC Appleton CFP Ongoing planning fee, Percentage of assets
Alicia Vande Ven Walkner Condon Financial Advisors Verona CFP Percentage of assets, Ongoing planning fee
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Evan Waltz Walkner Condon Financial Advisors Verona CFP Percentage of assets, Ongoing planning fee
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Mitchell DeWitt Walkner Condon Financial Advisors Verona CFP Percentage of assets, Ongoing planning fee
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Richard Farmer Walkner Condon Financial Advisors Verona CFP Percentage of assets, Ongoing planning fee
Ryan Moran Highland Investment Advisors Brookfield CFP, CFA Percentage of assets, Fixed fees
Ernest Moosherr Canopy Wealth Management Middleton ChFC Percentage of assets
Felipe Quaassdorff Molina Walkner Condon Financial Advisors Verona CFA Percentage of assets, Ongoing planning fee
Kenneth Melotte Melotte Financial Advisors Green Bay CFP 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
Sylvain Michelin Walkner Condon Financial Advisors Verona CFA Percentage of assets, Ongoing planning fee
Andrew Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Andrew Froelich Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
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
Michael Macco Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin