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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
Colin Oquist Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Courtney Witthuhn Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Craig Gonn Vision Financial Services Grafton Not listed Percentage of assets, Hourly
Daniel Fox Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly
Daniel Sullivan Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Daniel Zawidowski Jacobson & Schmitt Advisors Middleton Not listed Percentage of assets, Fixed fees
David Becker 1834 Investment Advisors Milwaukee Not listed Percentage of assets, Fixed fees
David Donze Freedom Wealth Appleton Not listed Percentage of assets
David Hackworthy Isthmus Partners Madison Not listed Percentage of assets, Hourly
David Lacroix Entasis Asset Management Brookfield Not listed Percentage of assets, Fixed fees
Devin Goetsch PJS Wealth Partners Cedarburg Not listed Percentage of assets, Fixed fees
Duncan McKinley Mckinley Money Madison Not listed Percentage of assets, Hourly
Dustin Dupart Elevated Private Wealth Hartland Not listed Percentage of assets
Elizabeth Gauthier Riverwater Partners Milwaukee Not listed Percentage of assets, Hourly
Emma Curtsinger PJS Wealth Partners Cedarburg Not listed Percentage of assets, Fixed fees
Haley Fuhrmann Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Heather Deaton Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Hussain Fawaz 1834 Investment Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Isaac Charpentier Shakespeare Wealth Management Pewaukee Not listed Percentage of assets
Isaac Franson Franson Financial Hayward Not listed Percentage of assets, Hourly
Isaac Schroeder Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Jack Fischer Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Jake Perrine Fortress Planning Group Pewaukee Not listed Percentage of assets
Jamie Williams Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Jaydon Wargin Liberty Financial Group Elm Grove Not listed Percentage of assets, Hourly
Jeremiah Olson Diamond Wealth Partners Lodi Not listed Percentage of assets, Hourly
John Doak Riverwater Partners Milwaukee Not listed Percentage of assets, Hourly
John Geder Geder Investment Management Elm Grove Not listed Percentage of assets, Hourly
John McGregor Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
John Schroder Lindenwood Financial Madison Not listed Percentage of assets, Fixed fees
Jonathan Kaiser J Kaiser Management Ladysmith Not listed Percentage of assets, Hourly
Jonathan Thompson Cushing Capital Partners Delafield Not listed Percentage of assets, Fixed fees
Joseph Berry MBE Wealth Management Tomah Not listed Percentage of assets, Hourly
Joseph Hoffart Wealth Planning Advisors Stoughton Not listed Percentage of assets, Fixed fees
Joseph Weber Integrated Financial Solutions Wauwatosa Not listed Percentage of assets, Hourly
Julie Endicott LVZ Green Lake Not listed Percentage of assets, Hourly
Justin Bertzyk Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Justin Philipp MBE Wealth Management Baraboo Not listed Percentage of assets, Hourly
Karen Ellenbecker Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Kathryn Wiegrefe Fiduciary Financial Planning Network Onalaska Not listed Percentage of assets, Fixed fees
Katie Murphy Ellenbecker Investment Group Waukesha Not listed Percentage of assets, Fixed fees
Kelly Merten PJS Wealth Partners Cedarburg Not listed Percentage of assets, Fixed fees
Kevin McKinley Mckinley Money Eau-Claire Not listed Percentage of assets, Hourly
Kevin Sandieson Fortress Planning Group Pewaukee Not listed Percentage of assets
Kimberly Petersen Schaper Benz & Wise Investment Counsel Neenah Not listed Percentage of assets, Hourly
Kirk Spano Bluemound Asset Management Franklin Not listed Percentage of assets, Hourly
Kristin Stanek Operose Advisors Milwaukee Not listed Percentage of assets, Fixed fees
Kristopher Sharpe Behl Wealth Management Delafield Not listed Percentage of assets, Hourly
Kylee Paradowski Diversified Management Milwaukee Not listed Percentage of assets, Hourly
Kylie Coenen Endowment Wealth Management Appleton Not listed Percentage of assets, Hourly

Firms headquartered in Wisconsin (150)

All 150 firms in Wisconsin