Fee-only financial advisors in Appleton, Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Joseph Martin Goalbridge Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Sarah Paulson Valkyrie Finance, LLC Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Chadwick Oldenburg Denarius Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Robert Riedl Endowment Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Mark Vanderlinden Professional Financial Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Ronald Kolash Kolash Wealth Strategies Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 43
- Firms
- 13
- Hold the CFP
- 47%
- Other credentials: CFA 12% · ChFC 5%
- How they charge (of 43 with fees on file): percentage of assets 100% · hourly 79% · fixed fees 77% · performance-based fees 28%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Appleton by what you need
Find an advisor in Wisconsin by fee, assets, or credential
Questions about fee-only advisors in Appleton
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.
All 43 advisors in Appleton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Paulson | Valkyrie Finance, LLC | Appleton | CFP | Ongoing planning fee, Percentage of assets |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Mark Vanderlinden | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Richard Otto | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Chadwick Oldenburg | Denarius Wealth Management | Appleton | CFP | Percentage of assets |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Jesse Nelson | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Miranda Hoffman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Steven Hooyman | Copper Harbor Investment Advisors | Appleton | CFP | Percentage of assets, Hourly |
| Kaley Klepps | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Kenneth McGlone | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Macy Strickland | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Troy Sommerfeld | KOM Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Christopher Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Patrick Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Deborah Matz | Design Life's Journey | Appleton | Not listed | Percentage of assets, Fixed fees |
| Ramon Garrido Mateos | Copper Harbor Investment Advisors | Appleton | Not listed | Percentage of assets, Hourly |
| Robert Moore | Copper Harbor Investment Advisors | Appleton | Not listed | Percentage of assets, Hourly |
| Jason Mc Glone | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| John Weninger | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Joseph Martin | Goalbridge Wealth Management | Appleton | CFP, CFA | Percentage of assets, Fixed fees |
| Keith Peters | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Matthew Krueger | Mcglone Suttner Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Michael Rottier | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Peter Van Beek | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Ronald Kolash | Kolash Wealth Strategies | Appleton | CFP | Percentage of assets, Hourly |
| Samuel Moore | Endowment Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Thomas Suttner | Mcglone Suttner Wealth Management | Appleton | CFP, ChFC | Percentage of assets, Hourly |
| Brian Much | Stonehaven Wealth & Tax Solutions | Appleton | PFS | Percentage of assets |
| Jamie Brown | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Prateek Mehrotra | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Benjamin Gilkay | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Cole Fleischmann | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Daniel Fox | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| David Donze | Freedom Wealth | Appleton | Not listed | Percentage of assets |
| Kylie Coenen | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Matthew Suttner | Mcglone Suttner Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Nathaniel Klutz | Mcglone Suttner Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
| Scott Hackl | Stonehaven Wealth & Tax Solutions | Appleton | Not listed | Percentage of assets |
| Timothy Landolt | Endowment Wealth Management | Appleton | Not listed | Percentage of assets, Hourly |
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