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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
Peter Wolynski Helping people retire and save taxes. Calculated Wealth Madison Not listed Percentage of assets
Tim Konicke Review Services Brookfield CFP Percentage of assets, Flat fee or retainer
Trent Tredinnick EnRich Financial Partners Madison CFP, ChFC Percentage of assets, Ongoing planning fee
Chadwick Oldenburg Denarius Wealth Management Appleton CFP Percentage of assets
Daniel Gresch Mendota Financial Group Madison CFP, ChFC One-time planning fee
David Jordan Jordan Financial Services Kenosha CFP, ChFC Percentage of assets, Hourly
Donald Swain Professional Financial Management Appleton CFA Percentage of assets, Hourly
Jacob Sheaf LRC Aviation Advisors Milwaukee ChFC Percentage of assets
Jesse Nelson Copper Harbor Investment Advisors Appleton CFP Percentage of assets, Hourly
John Scherer Trinity Financial Planning Middleton CFP Percentage of assets, Fixed fees
Liran Amir SKP Wealth Glendale Not listed Percentage of assets, Hourly
Mariah Magana Mayorga Tower View Wealth Management Oshkosh Not listed Percentage of assets, Hourly
Mark Nicholas Transform Retirement Green Bay Not listed Flat fee or retainer
Miranda Hoffman Copper Harbor Investment Advisors Appleton CFP Percentage of assets, Hourly
Nicholas Toman John F. Suby Wealth Management Madison CFP Percentage of assets, Hourly
Richard Schiller Pavlic Investment Advisors Delafield CFA Percentage of assets
Steven Hooyman Copper Harbor Investment Advisors Appleton CFP Percentage of assets, Hourly
William Warnke Pavlic Investment Advisors Delafield CFA Percentage of assets
Alicia Theisen The MilWealth Group Milwaukee CFP Percentage of assets
Amy Finley The MilWealth Group Milwaukee CFP Percentage of assets
Angel McClarey Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
Benjamin Van Handel North Star Asset Management Neenah CFA Percentage of assets
Bradley Buchanan North Star Asset Management Menasha CFA Percentage of assets
Bradley O'Loughlin Resonant Capital Advisors Madison CFP, ChFC Percentage of assets, Hourly
Brian Leben Midwest Wealth Solutions LLC Brookfield CFP, CPA, CPA/PFS, MBA Percentage of assets, Hourly
Candice Genrich BREAKTHRU Family Muskego Not listed Percentage of assets, Hourly
Daniel Kauper Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
Darrin Sharp Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
David Hackfort North Star Asset Management Neenah CFA Percentage of assets
David Risgaard North Star Asset Management Neenah CFA Percentage of assets
David Solheim Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
Drew Krepline North Star Asset Management Neenah CFA Percentage of assets
Drew Lanphear Dickmeyer Boyce Financial Mgmt., Inc. Milwaukee CFP, RICP, BA Percentage of assets, Hourly
Dylan Lund Dylan Lund Financial, LLC Delavan CFP Not listed
Elliott Appel Kindness Financial Planning Madison CFP, RLP Percentage of assets, Hourly
Emil Haque North Star Asset Management Neenah CFA Percentage of assets
Freeman Linde La Crosse Financial Planning Inc. Onalaska CFP, EA Percentage of assets, Fixed fees
Geoffry Penn North Star Asset Management Neenah CFA Percentage of assets
Hunter Klus Wedel Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Jacob Bartz Evexia Wealth Stevens Point CFP Percentage of assets, Hourly
Jacob Hornak The MilWealth Group Milwaukee CFP Percentage of assets
Jacob Johnson North Star Asset Management Neenah CFA Percentage of assets
Jacqueline Schneider The MilWealth Group Milwaukee CFP Percentage of assets
Jamie Droessler Direct Financial Care Black Earth CFP Percentage of assets, Hourly
Jasper Vaccaro Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Jenna Laws Evexia Wealth Stevens Point CFP, CFA Percentage of assets, Hourly
Jonathan Wilson Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
Jose Alvarez Harvest Horizon Wealth Amery CFP, MBA Percentage of assets, Hourly
Joseph Watson Evexia Wealth Stevens Point CFP Percentage of assets, Hourly
Joshua Zahn Resonant Capital Advisors Brookfield CFP, CFA Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin