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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
Colton Tubbs Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Corbin McGuire Walleye Partners Madison Not listed Percentage of assets
Daniel Blake Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Daniel Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
David Devito Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Derek Hoff Hoff Private Wealth Wausau Not listed Percentage of assets
Ian Joyce Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Isaac Gard Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Jared Meyer Red Granite Wealth Management Manitowoc Not listed Percentage of assets, Hourly
Jeremy Reif Point Wealth Management Wausau Not listed Percentage of assets, Hourly
Joel Revak Evexia Wealth Eau Claire Not listed Percentage of assets, Hourly
Justin Kelly Evexia Wealth Stevens Point Not listed Percentage of assets, Hourly
Keturah Cox Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Kyler Ernst Evexia Wealth Stevens Point Not listed Percentage of assets, Hourly
Michael Arbet Milestone Investment Advisors Middleton Not listed Percentage of assets, Hourly
Nathan Alexander Resonant Capital Advisors Brookfield Not listed Percentage of assets, Hourly
Nicholas Mowry Fiat Lux Capital Management Waterford Not listed Percentage of assets
Samantha Williams Resonant Capital Advisors Madison Not listed Percentage of assets, Hourly
Thomas Marini Resonant Capital Advisors Brookfield Not listed Percentage of assets, Hourly
Abbey Spoo 808 Investments Ellsworth CFP Percentage of assets, Fixed fees
Adam Dodge Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Adam Sweet Jacobson & Schmitt Advisors Middleton CFP, CFA Percentage of assets, Fixed fees
Amanda Nowaczynski Operose Advisors Milwaukee CFP Percentage of assets, Fixed fees
Amanda Taylor Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Amy Bremmer Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Andrea Bulen Shakespeare Wealth Management Pewaukee CFP Percentage of assets
Ann Megan NBT Capital Management Milwaukee CFP Percentage of assets, Hourly
Austin Nelson Toptier Wealth Management Muskego CFP Percentage of assets, Fixed fees
Baylee Saladis MBE Wealth Management Reedsburg CFP Percentage of assets, Hourly
Benjamin L'Empereur Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Blaine Bancker Capital Investment Services of America Milwaukee CFP Percentage of assets
Bradley Bodus Capital Investment Services of America Milwaukee CFP Percentage of assets
Brandon Cloete Isthmus Partners Madison CFP Percentage of assets, Hourly
Brian Ellenbecker Shakespeare Wealth Management Pewaukee CFP Percentage of assets
Brian Gigl Riverwater Partners Milwaukee CFP Percentage of assets, Hourly
Chad Thistle Diversified Management Milwaukee CFP Percentage of assets, Hourly
Christopher Evers Operose Advisors Milwaukee CFP Percentage of assets, Fixed fees
Craig Peterman Prism Wealth Management Middleton CFP, CFA Percentage of assets
Craig Ratz Calculated Wealth Madison CFP Percentage of assets, Hourly
Daniel Holdridge Wedmont Private Capital Madison CFP Fixed fees
David Jones Jones Financial Consulting Eau Claire CFP Percentage of assets, Hourly
Eric Heiting Central Wealth Management Madison CFP, ChFC Percentage of assets, Fixed fees
Eric Knudson Isthmus Partners Madison CFP Percentage of assets, Hourly
Erik Barker Jacobson & Schmitt Advisors Middleton CFP Percentage of assets, Fixed fees
Garren Agle Diversified Management Milwaukee CFP Percentage of assets, Hourly
Gary Brewton Titletown Wealth Management Green Bay CFP Percentage of assets, Hourly
Guy Eckman Diversified Management Milwaukee CFP Percentage of assets, Hourly
Jacob Krueger MBE Wealth Management Reedsburg CFP Percentage of assets, Hourly
Jacob Mayer Cushing Capital Partners Delafield CFP Percentage of assets, Fixed fees
Jacob Shamban Fiduciary Financial Planning Network Onalaska CFP Percentage of assets, Fixed fees

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin