# Fee-only financial advisors in Appleton, Wisconsin > Start with a fee-only advisor in Appleton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joseph Martin of Goalbridge Wealth Management, Sarah Paulson of Valkyrie Finance, LLC and Chadwick Oldenburg of Denarius Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/wisconsin/appleton/ 43 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Appleton? Start with a fee-only advisor in Appleton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joseph Martin of Goalbridge Wealth Management, Sarah Paulson of Valkyrie Finance, LLC and Chadwick Oldenburg of Denarius Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Appleton are there? The Wellspent public graph lists 43 fee-only advisors in Appleton, at 13 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Appleton focus on? The most common focus among fee-only advisors in Appleton is retirement planning (14), followed by estate planning (12) and tax planning (10). Advisors can list more than one. ## How do fee-only advisors in Appleton charge? All 43 fee-only advisors in Appleton with fees on file charge a percentage of assets. Many use more than one: 79% charge by the hour and 77% charge fixed fees. ## How much do fee-only financial advisors charge in Wisconsin? Fee-only financial advisors in Wisconsin charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 14 Wisconsin firms. ## How many fee-only advisors in Appleton hold the CFP? 47% of the 43 fee-only advisors in Appleton hold the CFP certification, based on the credentials listed on each record. ## Does Wisconsin tax income on top of federal tax? Yes. Wisconsin has a state income tax, so a financial plan for a Wisconsin resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Appleton? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Sarah Paulson](https://find.wellspent.co/advisors/sarah-paulson.md) | Valkyrie Finance, LLC | Appleton, Wisconsin | CFP | Ongoing planning fee, Percentage of assets | | [James McGlone](https://find.wellspent.co/advisors/james-mcglone.md) | KOM Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Kirt Rezek](https://find.wellspent.co/advisors/kirt-rezek.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Vanderlinden](https://find.wellspent.co/advisors/mark-vanderlinden.md) | Professional Financial Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Otto](https://find.wellspent.co/advisors/richard-otto.md) | KOM Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Chadwick Oldenburg](https://find.wellspent.co/advisors/chadwick-oldenburg.md) | Denarius Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets | | [Donald Swain](https://find.wellspent.co/advisors/donald-swain.md) | Professional Financial Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Jesse Nelson](https://find.wellspent.co/advisors/jesse-nelson.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Miranda Hoffman](https://find.wellspent.co/advisors/miranda-hoffman.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Steven Hooyman](https://find.wellspent.co/advisors/steven-hooyman.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Kaley Klepps](https://find.wellspent.co/advisors/kaley-klepps.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Kenneth McGlone](https://find.wellspent.co/advisors/kenneth-mcglone.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Macy Strickland](https://find.wellspent.co/advisors/macy-strickland.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Troy Sommerfeld](https://find.wellspent.co/advisors/troy-sommerfeld.md) | KOM Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Christopher Collar](https://find.wellspent.co/advisors/christopher-collar.md) | Collar Capital Management | Appleton, Wisconsin | | Percentage of assets, Fixed fees | | [Patrick Collar](https://find.wellspent.co/advisors/patrick-collar.md) | Collar Capital Management | Appleton, Wisconsin | | Percentage of assets, Fixed fees | | [Deborah Matz](https://find.wellspent.co/advisors/deborah-matz.md) | Design Life's Journey | Appleton, Wisconsin | | Percentage of assets, Fixed fees | | [Ramon Garrido Mateos](https://find.wellspent.co/advisors/ramon-garrido-mateos.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | | Percentage of assets, Hourly | | [Robert Moore](https://find.wellspent.co/advisors/robert-moore-6444899.md) | Copper Harbor Investment Advisors | Appleton, Wisconsin | | Percentage of assets, Hourly | | [Jason Mc Glone](https://find.wellspent.co/advisors/jason-mc-glone.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [John Weninger](https://find.wellspent.co/advisors/john-weninger.md) | Endowment Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Joseph Martin](https://find.wellspent.co/advisors/joseph-martin.md) | Goalbridge Wealth Management | Appleton, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees | | [Keith Peters](https://find.wellspent.co/advisors/keith-peters.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Krueger](https://find.wellspent.co/advisors/matthew-krueger.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Rottier](https://find.wellspent.co/advisors/michael-rottier.md) | Endowment Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Peter Van Beek](https://find.wellspent.co/advisors/peter-van-beek.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl-1109543.md) | Endowment Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Ronald Kolash](https://find.wellspent.co/advisors/ronald-kolash.md) | Kolash Wealth Strategies | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Samuel Moore](https://find.wellspent.co/advisors/samuel-moore.md) | Endowment Wealth Management | Appleton, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Thomas Suttner](https://find.wellspent.co/advisors/thomas-suttner.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Brian Much](https://find.wellspent.co/advisors/brian-much.md) | Stonehaven Wealth & Tax Solutions | Appleton, Wisconsin | PFS | Percentage of assets | | [Jamie Brown](https://find.wellspent.co/advisors/jamie-brown.md) | Endowment Wealth Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Prateek Mehrotra](https://find.wellspent.co/advisors/prateek-mehrotra.md) | Endowment Wealth Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl-6118748.md) | Endowment Wealth Management | Appleton, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Benjamin Gilkay](https://find.wellspent.co/advisors/benjamin-gilkay.md) | Endowment Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Cole Fleischmann](https://find.wellspent.co/advisors/cole-fleischmann.md) | Endowment Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Fox](https://find.wellspent.co/advisors/daniel-fox.md) | Endowment Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [David Donze](https://find.wellspent.co/advisors/david-donze.md) | Freedom Wealth | Appleton, Wisconsin | | Percentage of assets | | [Kylie Coenen](https://find.wellspent.co/advisors/kylie-coenen.md) | Endowment Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Matthew Suttner](https://find.wellspent.co/advisors/matthew-suttner.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Klutz](https://find.wellspent.co/advisors/nathaniel-klutz.md) | Mcglone Suttner Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Scott Hackl](https://find.wellspent.co/advisors/scott-hackl.md) | Stonehaven Wealth & Tax Solutions | Appleton, Wisconsin | | Percentage of assets | | [Timothy Landolt](https://find.wellspent.co/advisors/timothy-landolt.md) | Endowment Wealth Management | Appleton, Wisconsin | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).