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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
Laura Guy Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Leah Halvorson Jacobson & Schmitt Advisors Middleton Not listed Percentage of assets, Fixed fees
Lucas Cahalane Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Ludger Borger Borger Capital Management Wausau Not listed Percentage of assets, Hourly
Marc Hujik Prophet Wealth Management Kenosha Not listed Percentage of assets, Hourly
Mark King Fulton Investment Advisers Wauwatosa Not listed Percentage of assets
Martha Wurzburger Lsia Milwaukee Not listed Percentage of assets
Matthew Drvaric Riverwater Partners Milwaukee Not listed Percentage of assets, Hourly
Matthew Kulakow Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Matthew Suttner Mcglone Suttner Wealth Management Appleton Not listed Percentage of assets, Hourly
Maximillion Goulet Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Michael Brusko Toptier Wealth Management Muskego Not listed Percentage of assets, Fixed fees
Michael Greiber Greiber Capital Management Wauankee Not listed Percentage of assets
Michael Shone Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Michael Swartz Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Michael Wesolowski Liberty Financial Group Elm Grove Not listed Percentage of assets, Hourly
Michele Brehm Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Mitchell Monson MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Nancy Cleveland NBT Capital Management Milwaukee Not listed Percentage of assets, Hourly
Nathan Barington Barington Capital Management Green Bay Not listed Percentage of assets
Nathan Fredrick Riverwater Partners Milwaukee Not listed Percentage of assets, Hourly
Nathan Plumb Wisconsin Capital Management Madison Not listed Percentage of assets
Nathaniel Klutz Mcglone Suttner Wealth Management Appleton Not listed Percentage of assets, Hourly
Nicholas Henning Elevated Private Wealth Hartland Not listed Percentage of assets
Nicholas Newkirk Capital Investment Services of America Milwaukee Not listed Percentage of assets
Pamela Otten Pamela Otten Sheboygan Not listed Percentage of assets, Fixed fees
Patrick Sommerfield PJS Wealth Partners Cedarburg Not listed Percentage of assets, Fixed fees
Paul Kluskowski T/R Financial Management Group New Richmond Not listed Percentage of assets, Hourly
Randall Miller Financial Planning Center Sheboygan Not listed Percentage of assets
Robert Haggarty RWH Asset Management Kenosha Not listed Percentage of assets
Robert Luedtke Luedtke & Associates Adell Not listed Percentage of assets, Hourly
Rodney Andrae Andrae Financial Services Darlington Not listed Percentage of assets, Hourly
Ronald Blasczyk RB Investment Management Little Suamico Not listed Percentage of assets, Hourly
Ruth Benben Capital Investment Services of America Milwaukee Not listed Percentage of assets
Sandra Miller Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Scott Conger PJS Wealth Partners Cedarburg Not listed Percentage of assets, Fixed fees
Scott Hackl Stonehaven Wealth & Tax Solutions Appleton Not listed Percentage of assets
Shane Wiegert Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Spencer Schultz Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Steven Backus Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Tammy Niemann Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Terri Van Den Einde Jacobson & Schmitt Advisors Middleton Not listed Percentage of assets, Fixed fees
Thomas Plumb Wisconsin Capital Management Madison Not listed Percentage of assets
Thomas Warden Warden Wealth Management Milwaukee Not listed Percentage of assets, Hourly
Timothy Landolt Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Timothy Moy MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Todd Drangstveit Elevated Private Wealth Hartland Not listed Percentage of assets
Todd Glime Borger Capital Management Wausau Not listed Percentage of assets, Hourly
Tonya Swinnea Portfolio Design Services River Falls Not listed Percentage of assets, Hourly
Trevor Rabbach Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin