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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
Justus Morgan Financial Justus LLC Racine CFP, EA, RICP Percentage of assets, Fixed fees
K Robert Batchelor Entasis Asset Management, LLC Brookfield CFA, CFP, MBA Percentage of assets, Fixed fees
Kelsey Wagner PJS Investment Management Cedarburg CFP, AEP, CFA, M.Ed. Percentage of assets, Fixed fees
Logan Knecht Resonant Capital Advisors Madison CFP Percentage of assets, Hourly
Mark Fedenia Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Mark Ziety WisMed Financial, Inc. Fitchburg AIF, BS, CFP Percentage of assets, Hourly
Mary Patch Atlatl Advisers Madison Not listed Percentage of assets, Hourly
Matthew Dunham Dream Lake Financial Saukville Not listed Flat fee or retainer, Ongoing planning fee
Matthew Miler The MilWealth Group Milwaukee CFP Percentage of assets
Pamela Evason Windermere Wealth Advisors Elm Grove CFA Percentage of assets, Flat fee or retainer
Richard Thompson Resonant Capital Advisors Madison CFP, CFA Percentage of assets, Hourly
Robert Armstrong Milestone Investment Advisors Middleton CFP Percentage of assets, Hourly
Sarah Kopesky BREAKTHRU Family Muskego Not listed Percentage of assets, Hourly
Benjamin Kebbekus LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Brent Neis Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Brent Schneider LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Brian Hellmer Mendota Financial Group Madison CFA One-time planning fee
Brian Koski JMR Financial Group Superior Not listed Percentage of assets, Fixed fees
Brooklyn Flanagan Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Carter Abbott LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Carter Klaas Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Clare Manning Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Derek Pawlak LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Dylan Rasmason Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Eric Suttmiller LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Frank Ortiz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jackson Burk FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Jaclyn Gruber LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Jacob Rosemeyer Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jake Miller Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Jay Lauer Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Joel Yaeger Compound Waunakee Not listed Percentage of assets, Fixed fees
John Drefcinski Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Joseph Schultz Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Joshua Bruckert LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Kaley Bockhop Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Kaley Klepps KOM Wealth Management Appleton Not listed Percentage of assets, Hourly
Kenneth McGlone KOM Wealth Management Appleton Not listed Percentage of assets, Hourly
Kurt Ahrens Mendota Financial Group Madison ChFC One-time planning fee
Kurt Mihelich LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Macy Strickland KOM Wealth Management Appleton Not listed Percentage of assets, Hourly
Matthew Dirkse Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly
Michael Ebeling Mendota Financial Group Madison CFA One-time planning fee
Payton Simon Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Peter Lautmann LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Peter Schumacher LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Regan Shipp Rosemeyer Management Group Platteville Not listed Percentage of assets, Fixed fees
Robert Phelps LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Terry Backmann Jordan Financial Services Kenosha ChFC Percentage of assets, Hourly
Thomas Volkmann Plus Group Wealth Advisors Belgium Not listed Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin