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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
Bradley Benz Schaper Benz & Wise Investment Counsel Neenah CFA Percentage of assets, Hourly
Brian Cayon Fortress Planning Group Pewaukee CFA Percentage of assets
Brian Much Stonehaven Wealth & Tax Solutions Appleton PFS Percentage of assets
Charles Batchelor Entasis Asset Management Brookfield CFA Percentage of assets, Fixed fees
Christi Salm Schaper Benz & Wise Investment Counsel Neenah CFA Percentage of assets, Hourly
Daniel Stier Operose Advisors Milwaukee CFA Percentage of assets, Fixed fees
Frank Gambino Isthmus Partners Madison CFA Percentage of assets, Hourly
Jamie Brown Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Jason Kausalik Operose Advisors Milwaukee CFA Percentage of assets, Fixed fees
Jeffrey Allsop Capital Investment Services of America Milwaukee CFA Percentage of assets
Joseph Frohna 1492 Capital Management Milwaukee CFA Percentage of assets, Fixed fees
Mark Shank Lsia Milwaukee CFA Percentage of assets
Mark Sprtel Schaper Benz & Wise Investment Counsel Neenah CFA Percentage of assets, Hourly
Michael Peters Entasis Asset Management Brookfield CFA Percentage of assets, Fixed fees
Michael Scalise Summit Financial Management Mequon CFA Percentage of assets, Hourly
Nicholas Bauer Operose Advisors Milwaukee CFA Percentage of assets, Fixed fees
Noel Goeddel Isthmus Partners Madison CFA Percentage of assets, Hourly
Paul Muzzey Capital Investment Services of America Milwaukee CFA Percentage of assets
Prateek Mehrotra Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Richard Vanden Boogard Jacobson & Schmitt Advisors Middleton CFA Percentage of assets, Fixed fees
Robert Riedl Endowment Wealth Management Appleton CFA Percentage of assets, Hourly
Ross Leinweber Cedar Road Capital Whitefish Bay CFA Percentage of assets, Hourly
Thomas Rippl Schaper Benz & Wise Investment Counsel Neenah CFA Percentage of assets, Hourly
Adam Gafner Titletown Wealth Management Green Bay Not listed Percentage of assets, Hourly
Alexis Brown Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Amanda Stark Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Ameet Kamath Capital Investment Services of America Milwaukee Not listed Percentage of assets
Angela Behm Jacobson & Schmitt Advisors Middleton Not listed Percentage of assets, Fixed fees
Angela Tille Portfolio Design Services River Falls Not listed Percentage of assets, Hourly
Anthony Seashore Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Austin Lins MBE Wealth Management Sauk City Not listed Percentage of assets, Hourly
Austin Luedtke Luedtke & Associates Adell Not listed Percentage of assets, Hourly
Barry Denny Denny, Barry T. Lake Mills Not listed Percentage of assets
Benjamin Gibson Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Benjamin Gilkay Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Bradley Olson Portfolio Design Services River Falls Not listed Percentage of assets, Hourly
Brenda Sims T. Anton Investment House Madison Not listed Percentage of assets
Brent Brinker MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Brian Shank Lsia Milwaukee Not listed Percentage of assets
Brooke Wolverton Jacobson & Schmitt Advisors Middleton Not listed Percentage of assets, Fixed fees
Caleb Franson Franson Financial Hayward Not listed Percentage of assets, Hourly
Calvin Peterson MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Cari Domask Luedtke & Associates Adell Not listed Percentage of assets, Hourly
Carilu Robinson Prophet Wealth Management Kenosha Not listed Percentage of assets, Hourly
Caroline Jankowski Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Catherine Milligan Fortress Planning Group Pewaukee Not listed Percentage of assets
Catherine Watson Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Chadwick Gaffney MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Christine Sharratt Elevated Private Wealth Hartland Not listed Percentage of assets
Cole Fleischmann Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin