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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
James Cantrell Financial Strategies Brookfield CFP Percentage of assets, Hourly
Jason Henrich MBE Wealth Management Tomah CFP Percentage of assets, Hourly
Jason Lacey PJS Wealth Partners Cedarburg CFP Percentage of assets, Fixed fees
Jason Mc Glone Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Jean Range Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Jeremy Lipinski Lifelong Wealth Advisors Hudson CFP Percentage of assets, Fixed fees
Joel McNeil Isthmus Partners Madison CFP Percentage of assets, Hourly
John Weninger Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Joseph Dailey Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Joseph Martin Goalbridge Wealth Management Appleton CFP, CFA Percentage of assets, Fixed fees
Julie Ellenbecker-Lipsky Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Kathryn Schaller Jacobson & Schmitt Advisors Middleton CFP Percentage of assets, Fixed fees
Keith Peters Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Kevin Reardon Shakespeare Wealth Management Pewaukee CFP Percentage of assets
Kristina Schnuckel Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Lisa Dregne Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Lucy Cuff Jacobson & Schmitt Advisors Middleton CFP Percentage of assets, Fixed fees
Margaret McNeil Isthmus Partners Madison CFP Percentage of assets, Hourly
Mark Albers Verus Wealth Management De Pere CFP Percentage of assets, Fixed fees
Mark Siekierski Blue Chip Financial Planning Oxford CFP Percentage of assets
Matthew Goihl Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Matthew Krueger Mcglone Suttner Wealth Management Appleton CFP Percentage of assets, Hourly
Matthew Ottusch Cushing Capital Partners Delafield CFP Percentage of assets, Fixed fees
Michael Egan Diversified Management Milwaukee CFP Percentage of assets, Hourly
Michael Pruitt MBE Wealth Management Sun Prairie CFP Percentage of assets, Hourly
Michael Rottier Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Michael Schmidt Diversified Management Milwaukee CFP Percentage of assets, Hourly
Michael Smith T. Anton Investment House Madison CFP Percentage of assets
Mitchell Carlson Capital Investment Services of America Milwaukee CFP, CFA Percentage of assets
Nathan Turcotte Broadview Financial Management Wauwatosa CFP Percentage of assets, Hourly
Nikita Kibardin Ellenbecker Investment Group Waukesha CFP Percentage of assets, Fixed fees
Patrick Weyer Operose Advisors Milwaukee CFP Percentage of assets, Fixed fees
Peter Van Beek Mcglone Suttner Wealth Management Appleton CFP, ChFC Percentage of assets, Hourly
Piotr Wolynski Calculated Wealth Madison CFP Percentage of assets, Hourly
Rebekah Allison Allison & Company Financial Counselors Glendale CFP Percentage of assets, Hourly
Ricky Pickle Pro Advisors, LTD. DBA R J Pickle Financial Services Prescott CFP Percentage of assets
Robert Riedl Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Ronald Kolash Kolash Wealth Strategies Appleton CFP Percentage of assets, Hourly
Ryan Rink Shakespeare Wealth Management Pewaukee CFP, ChFC Percentage of assets
Samuel Moore Endowment Wealth Management Appleton CFP Percentage of assets, Hourly
Steven Muzzey Capital Investment Services of America Milwaukee CFP Percentage of assets
Thomas Kiernan Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Thomas Suttner Mcglone Suttner Wealth Management Appleton CFP, ChFC Percentage of assets, Hourly
Tracey Anton T. Anton Investment House Madison CFP Percentage of assets
Vincent Tortorici Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Wendy Peperkorn Financial Service Group Mount Pleasant CFP Hourly, Fixed fees
Adam France 1492 Capital Management Milwaukee CFA Percentage of assets, Fixed fees
Adam Peck Riverwater Partners Milwaukee CFA Percentage of assets, Hourly
Ashley Fredricks Entasis Asset Management Brookfield PFS Percentage of assets, Fixed fees
Blake Bartlett Schaper Benz & Wise Investment Counsel Neenah CFA Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin