Fee-only financial advisors in Madison, Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Bryan Minogue Kardinal Financial Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Richard Thompson Resonant Capital Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Hellmer Mendota Financial Group Holds the CFA. Fees on file: one-time planning fee.
- Neil Dinndorf EnRich Financial Partners Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Nancy Metzger MAPT Capital Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Matt Fizell Harmony Wealth Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 67
- Firms
- 24
- Hold the CFP
- 48%
- Other credentials: CFA 10% · CPA 1% · ChFC 7%
- How they charge (of 67 with fees on file): percentage of assets 85% · fixed fees 54% · hourly 54% · one-time planning fee 19%
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 Madison by what you need
Find an advisor in Wisconsin by fee, assets, or credential
Questions about fee-only advisors in Madison
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.
All 67 advisors in Madison
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Lisa Andrews | Perk Planning | Madison | CFP, CPCU, MBA, RICP | Hourly, One-time planning fee |
| Ryan McGuire | Oak Wealth Advisors, LLC | Madison | CFP, CPWA | Percentage of assets, Ongoing planning fee |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Christopher Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Elaine Rich | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Trent Tredinnick | EnRich Financial Partners | Madison | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Daniel Gresch | Mendota Financial Group | Madison | CFP, ChFC | One-time planning fee |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Bradley O'Loughlin | Resonant Capital Advisors | Madison | CFP, ChFC | Percentage of assets, Hourly |
| Elliott Appel | Kindness Financial Planning | Madison | CFP, RLP | Percentage of assets, Hourly |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Logan Knecht | Resonant Capital Advisors | Madison | CFP | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Richard Thompson | Resonant Capital Advisors | Madison | CFP, CFA | Percentage of assets, Hourly |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Kurt Ahrens | Mendota Financial Group | Madison | ChFC | One-time planning fee |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Brian Donley | Walleye Partners | Madison | PFS | Percentage of assets |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Ethan Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Owen Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Benjamin Dickey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Carlton Dewey | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Colton Tubbs | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Corbin McGuire | Walleye Partners | Madison | Not listed | Percentage of assets |
| Daniel Blake | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| David Devito | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Ian Joyce | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Isaac Gard | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Keturah Cox | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Samantha Williams | Resonant Capital Advisors | Madison | Not listed | Percentage of assets, Hourly |
| Brandon Cloete | Isthmus Partners | Madison | CFP | Percentage of assets, Hourly |
| Craig Ratz | Calculated Wealth | Madison | CFP | Percentage of assets, Hourly |
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