# Fee-only financial advisors in Madison, Wisconsin > Start with a fee-only advisor in Madison whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Bryan Minogue of Kardinal Financial, Richard Thompson of Resonant Capital Advisors and Brian Hellmer of Mendota Financial Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/wisconsin/madison/ 67 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 Madison? Start with a fee-only advisor in Madison whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Bryan Minogue of Kardinal Financial, Richard Thompson of Resonant Capital Advisors and Brian Hellmer of Mendota Financial Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Madison are there? The Wellspent public graph lists 67 fee-only advisors in Madison, at 24 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Madison focus on? The most common focus among fee-only advisors in Madison is retirement planning (26), followed by family wealth transfer (23) and tax planning (16). Advisors can list more than one. ## How do fee-only advisors in Madison charge? The most common fee among fee-only advisors in Madison is a percentage of assets, used by 85% of the 67 with fees on file. Many use more than one: 54% charge fixed fees and 54% charge by the hour. ## 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 Madison hold the CFP? 48% of the 67 fee-only advisors in Madison 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 Madison? 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 | |---|---|---|---|---| | [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Susan Peck](https://find.wellspent.co/advisors/susan-peck.md) | Evolution Financial LLC | Madison, Wisconsin | CFP, RLP | Percentage of assets | | [Katheryn Lindquist](https://find.wellspent.co/advisors/katheryn-lindquist.md) | Lindenwood Financial LLC | Madison, Wisconsin | ABFP, AWMA, CFP, MPAS, MSPFP, MSFP | Percentage of assets, Fixed fees | | [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee | | [Lisa Andrews](https://find.wellspent.co/advisors/lisa-andrews.md) | Perk Planning | Madison, Wisconsin | CFP, CPCU, MBA, RICP | Hourly, One-time planning fee | | [Ryan McGuire](https://find.wellspent.co/advisors/ryan-mcguire.md) | Oak Wealth Advisors, LLC | Madison, Wisconsin | CFP, CPWA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Cynthia Farnsworth](https://find.wellspent.co/advisors/cynthia-farnsworth.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Fedenia](https://find.wellspent.co/advisors/ross-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Klein](https://find.wellspent.co/advisors/andrew-klein.md) | Walkner Condon Financial Advisors | Madison, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Grace Trewartha](https://find.wellspent.co/advisors/grace-trewartha.md) | MAPT Capital | Madison, Wisconsin | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Christopher Rich](https://find.wellspent.co/advisors/christopher-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Elaine Rich](https://find.wellspent.co/advisors/elaine-rich.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Nate Byers](https://find.wellspent.co/advisors/nate-byers.md) | Calculated Wealth | Madison, Wisconsin | CPA | Percentage of assets, Hourly, One-time planning fee | | [Neil Dinndorf](https://find.wellspent.co/advisors/neil-dinndorf.md) | EnRich Financial Partners | Madison, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Peter Wolynski](https://find.wellspent.co/advisors/peter-wolynski.md) | Calculated Wealth | Madison, Wisconsin | | Percentage of assets | | [Trent Tredinnick](https://find.wellspent.co/advisors/trent-tredinnick.md) | EnRich Financial Partners | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Daniel Gresch](https://find.wellspent.co/advisors/daniel-gresch.md) | Mendota Financial Group | Madison, Wisconsin | CFP, ChFC | One-time planning fee | | [Nicholas Toman](https://find.wellspent.co/advisors/nicholas-toman.md) | John F. Suby Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley O'Loughlin](https://find.wellspent.co/advisors/bradley-o-loughlin.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Elliott Appel](https://find.wellspent.co/advisors/elliott-appel.md) | Kindness Financial Planning | Madison, Wisconsin | CFP, RLP | Percentage of assets, Hourly | | [Hunter Klus Wedel](https://find.wellspent.co/advisors/hunter-klus-wedel.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Jasper Vaccaro](https://find.wellspent.co/advisors/jasper-vaccaro.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Logan Knecht](https://find.wellspent.co/advisors/logan-knecht.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Fedenia](https://find.wellspent.co/advisors/mark-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Mary Patch](https://find.wellspent.co/advisors/mary-patch.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Richard Thompson](https://find.wellspent.co/advisors/richard-thompson.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Hellmer](https://find.wellspent.co/advisors/brian-hellmer.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee | | [Kurt Ahrens](https://find.wellspent.co/advisors/kurt-ahrens.md) | Mendota Financial Group | Madison, Wisconsin | ChFC | One-time planning fee | | [Michael Ebeling](https://find.wellspent.co/advisors/michael-ebeling.md) | Mendota Financial Group | Madison, Wisconsin | CFA | One-time planning fee | | [Brian Donley](https://find.wellspent.co/advisors/brian-donley.md) | Walleye Partners | Madison, Wisconsin | PFS | Percentage of assets | | [Matthew Goetzke](https://find.wellspent.co/advisors/matthew-goetzke.md) | Walleye Partners | Madison, Wisconsin | CFA | Percentage of assets | | [Amy Butrymowicz](https://find.wellspent.co/advisors/amy-butrymowicz.md) | John F. Suby Wealth Management | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Ethan Ahrens](https://find.wellspent.co/advisors/ethan-ahrens.md) | Mendota Financial Group | Madison, Wisconsin | | One-time planning fee | | [Owen Ahrens](https://find.wellspent.co/advisors/owen-ahrens.md) | Mendota Financial Group | Madison, Wisconsin | | One-time planning fee | | [Benjamin Dickey](https://find.wellspent.co/advisors/benjamin-dickey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Carlton Dewey](https://find.wellspent.co/advisors/carlton-dewey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Colton Tubbs](https://find.wellspent.co/advisors/colton-tubbs.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Corbin McGuire](https://find.wellspent.co/advisors/corbin-mcguire.md) | Walleye Partners | Madison, Wisconsin | | Percentage of assets | | [Daniel Blake](https://find.wellspent.co/advisors/daniel-blake.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [David Devito](https://find.wellspent.co/advisors/david-devito.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Ian Joyce](https://find.wellspent.co/advisors/ian-joyce.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Isaac Gard](https://find.wellspent.co/advisors/isaac-gard.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Keturah Cox](https://find.wellspent.co/advisors/keturah-cox.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Samantha Williams](https://find.wellspent.co/advisors/samantha-williams.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Brandon Cloete](https://find.wellspent.co/advisors/brandon-cloete.md) | Isthmus Partners | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Ratz](https://find.wellspent.co/advisors/craig-ratz.md) | Calculated Wealth | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Holdridge](https://find.wellspent.co/advisors/daniel-holdridge.md) | Wedmont Private Capital | Madison, Wisconsin | CFP | Fixed fees | | [Eric Heiting](https://find.wellspent.co/advisors/eric-heiting.md) | Central Wealth Management | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Fixed fees | | [Eric Knudson](https://find.wellspent.co/advisors/eric-knudson.md) | Isthmus Partners | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Joel McNeil](https://find.wellspent.co/advisors/joel-mcneil.md) | Isthmus Partners | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Margaret McNeil](https://find.wellspent.co/advisors/margaret-mcneil.md) | Isthmus Partners | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Smith](https://find.wellspent.co/advisors/michael-smith-6022378.md) | T. Anton Investment House | Madison, Wisconsin | CFP | Percentage of assets | | [Piotr Wolynski](https://find.wellspent.co/advisors/piotr-wolynski.md) | Calculated Wealth | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Tracey Anton](https://find.wellspent.co/advisors/tracey-anton.md) | T. Anton Investment House | Madison, Wisconsin | CFP | Percentage of assets | | [Frank Gambino](https://find.wellspent.co/advisors/frank-gambino.md) | Isthmus Partners | Madison, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Noel Goeddel](https://find.wellspent.co/advisors/noel-goeddel.md) | Isthmus Partners | Madison, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Brenda Sims](https://find.wellspent.co/advisors/brenda-sims.md) | T. Anton Investment House | Madison, Wisconsin | | Percentage of assets | | [David Hackworthy](https://find.wellspent.co/advisors/david-hackworthy.md) | Isthmus Partners | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Duncan McKinley](https://find.wellspent.co/advisors/duncan-mckinley.md) | Mckinley Money | Madison, Wisconsin | | Percentage of assets, Hourly | | [John Schroder](https://find.wellspent.co/advisors/john-schroder.md) | Lindenwood Financial | Madison, Wisconsin | | Percentage of assets, Fixed fees | | [Nathan Plumb](https://find.wellspent.co/advisors/nathan-plumb.md) | Wisconsin Capital Management | Madison, Wisconsin | | Percentage of assets | | [Thomas Plumb](https://find.wellspent.co/advisors/thomas-plumb.md) | Wisconsin Capital Management | Madison, Wisconsin | | Percentage of assets | | [Victor Rodriguez](https://find.wellspent.co/advisors/victor-rodriguez.md) | Isthmus Partners | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed 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).