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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
Troy Sommerfeld KOM Wealth Management Appleton Not listed Percentage of assets, Hourly
Tyler Rima FORM Wealth Advisors Lake Geneva Not listed Percentage of assets
Tyler Skutnik LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Ashley Vega Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Brian Donley Walleye Partners Madison PFS Percentage of assets
Christopher Collar Collar Capital Management Appleton Not listed Percentage of assets, Fixed fees
Christopher Grant Grant Koehler & Levin Mequon Not listed Percentage of assets
Colbey Grisar Boardwalk Financial Strategies Hartland Not listed Percentage of assets
Cole Seigworth North Star Asset Management Neenah Not listed Percentage of assets
Drew Ashland Milborn Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Gregory Pierce Windward Wealth Strategies Oshkosh Not listed Percentage of assets, Hourly
John Bleidorn Bleidorn Tax & Investment Services Milwaukee Not listed Percentage of assets, Hourly
John Kopp Kopp Financial Green Bay Not listed Ongoing planning fee, Percentage of assets
Jonathan Wilburn North Star Asset Management Neenah Not listed Percentage of assets
Julie Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Kate Pederson Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Kim Molitor Windward Wealth Strategies Oshkosh Not listed Percentage of assets, Hourly
Luke Spink Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Mark Hoffman Milborn Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Mark Reilly North Star Asset Management Neenah Not listed Percentage of assets
Matthew Goetzke Walleye Partners Madison CFA Percentage of assets
Maxwell Harcey Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Michael Vogel AZA Capital Management Waunakee ChFC Percentage of assets, Fixed fees
Nathaniel Penn North Star Asset Management Neenah Not listed Percentage of assets
Nicholas Letter Advisors Management Group Green Bay Not listed Percentage of assets, Ongoing planning fee
Patrick Collar Collar Capital Management Appleton Not listed Percentage of assets, Fixed fees
Rebecca Agamaite Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Roger Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Shay Benedict Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
Thomas Ludwig Stockbridge Private Wealth Management Sun Prairie Not listed Percentage of assets
Warren Deets Advisors Management Group La Crosse Not listed Percentage of assets, Ongoing planning fee
William Tiedt A to Z Financial Planning Oak Creek Not listed One-time planning fee, Ongoing planning fee
Amy Butrymowicz John F. Suby Wealth Management Madison Not listed Percentage of assets, Hourly
Ana McKinley Jordan Financial Services Kenosha Not listed Percentage of assets, Hourly
Carl Valimont Denali Wealth Management Mequon Not listed Percentage of assets
Cory Haupt C.R. Haupt Eau Claire Not listed Percentage of assets
Deborah Matz Design Life's Journey Appleton Not listed Percentage of assets, Fixed fees
Ethan Ahrens Mendota Financial Group Madison Not listed One-time planning fee
Jeffrey Rochon Denali Wealth Management Mequon Not listed Percentage of assets
Lane Valimont Denali Wealth Management Mequon Not listed Percentage of assets
Mark Wierichs Denali Wealth Management Mequon Not listed Percentage of assets
Nicholas Moore Trinity Financial Planning Middleton Not listed Percentage of assets, Fixed fees
Owen Ahrens Mendota Financial Group Madison Not listed One-time planning fee
Ramon Garrido Mateos Copper Harbor Investment Advisors Appleton Not listed Percentage of assets, Hourly
Robert Moore Copper Harbor Investment Advisors Appleton Not listed Percentage of assets, Hourly
Scott Sanborn Retire Agile Mercer Not listed Percentage of assets, Fixed fees
Alexandria Bakka Hoff Private Wealth Wausau Not listed Percentage of assets
Benjamin Dickey Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Benjamin Laws Evexia Wealth Stevens Point Not listed Percentage of assets, Hourly
Carlton Dewey Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin