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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
Morgan Cain Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Patrick Stoa Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Ross Fedenia Atlatl Advisers Madison CFP Percentage of assets, Hourly
Ryan Robillard Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Scott Keipper Highland Investment Advisors Brookfield PFS Percentage of assets, Fixed fees
William Baxter Paladin Partners Hartland CFP, ChFC Hourly, One-time planning fee
Adam Kierzek FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Andrew Klein Walkner Condon Financial Advisors Madison Not listed Percentage of assets, Ongoing planning fee
Andrew Tranel Rosemeyer Management Group Platteville CFP Percentage of assets, Fixed fees
Brady Storhoff Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Brayden Zettle FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Brian Kopp Canopy Wealth Management Middleton Not listed Percentage of assets
Charles Allison LRC Aviation Advisors Milwaukee CFP, ChFC Percentage of assets
Clinton Walkner Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
David Muehl Canopy Wealth Management Middleton Not listed Percentage of assets
Ernest Moosherr Canopy Wealth Management Middleton Not listed Percentage of assets
Grace Trewartha MAPT Capital Madison Not listed Percentage of assets, Flat fee or retainer
Griffin Kalepp Compound Black Earth CFP Percentage of assets, Fixed fees
Ian Beardsley Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
James McGlone KOM Wealth Management Appleton CFP Percentage of assets, Hourly
Jesse Schrock FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Keith Poniewaz Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Kirt Rezek Professional Financial Management Appleton CFP Percentage of assets, Hourly
Lucas Kuchenberg FORM Wealth Advisors Lake Geneva CFP Percentage of assets
Mark Vanderlinden Professional Financial Management Appleton CFP Percentage of assets, Hourly
Mary Jo Staniszewski Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Nathan Condon Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Nathan Madill JMR Financial Group Superior CFP Percentage of assets, Fixed fees
Paulina Price Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Raman Ghei Tower View Wealth Management Shorewood CFA Percentage of assets, Hourly
Richard Otto KOM Wealth Management Appleton CFP Percentage of assets, Hourly
Tahlia Micoley Walkner Condon Financial Advisors Verona Not listed Percentage of assets, Ongoing planning fee
Trent Hinton Canopy Wealth Management Middleton Not listed Percentage of assets
Tyson Ray FORM Wealth Advisors Lake Geneva CFP Percentage of assets
William Lauderdale FORM Wealth Advisors Middleton CFP Percentage of assets
Abbigail Kuna Highland Investment Advisors Brookfield Not listed Percentage of assets, Fixed fees
Alex Brusda North Star Asset Management Neenah CFP, CFA Percentage of assets
Carrie Ticali Review Services Brookfield CFP Percentage of assets, Flat fee or retainer
Christopher Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Debra Allison-Aasby Great Lakes Financial Strategies Oshkosh Not listed Percentage of assets, Flat fee or retainer
Elaine Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Elizabeth Stamatakos A to Z Financial Planning Oak Creek CFP One-time planning fee, Ongoing planning fee
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
Matthew Buehler Erenda Capital Management Glendale Not listed Percentage of assets
Michael Rodenbaugh Boardwalk Financial Strategies Hartland CFP, CFA Percentage of assets
Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. Calculated Wealth Madison CPA Percentage of assets, Hourly
Nathan Deets Advisors Management Group La Crosse CFP Percentage of assets, Ongoing planning fee
Neil Dinndorf EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Patricia Kiefer Review Services Brookfield CFP Percentage of assets, Flat fee or retainer

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin