# Fee-only financial advisors in Middleton, Wisconsin > Start with a fee-only advisor in Middleton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Adam Sweet of Jacobson & Schmitt Advisors, Craig Peterman of Prism Wealth Management and William Lauderdale of FORM Wealth Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/wisconsin/middleton/ 31 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 Middleton? Start with a fee-only advisor in Middleton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Adam Sweet of Jacobson & Schmitt Advisors, Craig Peterman of Prism Wealth Management and William Lauderdale of FORM Wealth Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Middleton are there? The Wellspent public graph lists 31 fee-only advisors in Middleton, at 8 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Middleton focus on? The most common focus among fee-only advisors in Middleton is retirement planning (12), followed by small business owners (9) and high earners (9). Advisors can list more than one. ## How do fee-only advisors in Middleton charge? All 31 fee-only advisors in Middleton with fees on file charge a percentage of assets. Many use more than one: 39% charge fixed fees and 23% 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 Middleton hold the CFP? 55% of the 31 fee-only advisors in Middleton 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 Middleton? 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 | |---|---|---|---|---| | [Chris Johnson](https://find.wellspent.co/advisors/chris-johnson.md) | Jacobson & Schmitt Advisors, LLC | Middleton, Wisconsin | CFP, CPWA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Shannon Wegner](https://find.wellspent.co/advisors/shannon-wegner.md) | Wegner Asset Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Melodie Ace](https://find.wellspent.co/advisors/melodie-ace.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Brian Kopp](https://find.wellspent.co/advisors/brian-kopp.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [David Muehl](https://find.wellspent.co/advisors/david-muehl.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr-8099267.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Trent Hinton](https://find.wellspent.co/advisors/trent-hinton.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [William Lauderdale](https://find.wellspent.co/advisors/william-lauderdale.md) | FORM Wealth Advisors | Middleton, Wisconsin | CFP | Percentage of assets | | [John Scherer](https://find.wellspent.co/advisors/john-scherer.md) | Trinity Financial Planning | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Angel McClarey](https://find.wellspent.co/advisors/angel-mcclarey.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Daniel Kauper](https://find.wellspent.co/advisors/daniel-kauper.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Darrin Sharp](https://find.wellspent.co/advisors/darrin-sharp.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [David Solheim](https://find.wellspent.co/advisors/david-solheim.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Jonathan Wilson](https://find.wellspent.co/advisors/jonathan-wilson.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Robert Armstrong](https://find.wellspent.co/advisors/robert-armstrong.md) | Milestone Investment Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Hourly | | [Nicholas Moore](https://find.wellspent.co/advisors/nicholas-moore.md) | Trinity Financial Planning | Middleton, Wisconsin | | Percentage of assets, Fixed fees | | [Michael Arbet](https://find.wellspent.co/advisors/michael-arbet.md) | Milestone Investment Advisors | Middleton, Wisconsin | | Percentage of assets, Hourly | | [Adam Sweet](https://find.wellspent.co/advisors/adam-sweet.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees | | [Craig Peterman](https://find.wellspent.co/advisors/craig-peterman.md) | Prism Wealth Management | Middleton, Wisconsin | CFP, CFA | Percentage of assets | | [Erik Barker](https://find.wellspent.co/advisors/erik-barker.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Kathryn Schaller](https://find.wellspent.co/advisors/kathryn-schaller.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Lucy Cuff](https://find.wellspent.co/advisors/lucy-cuff.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Richard Vanden Boogard](https://find.wellspent.co/advisors/richard-vanden-boogard.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Angela Behm](https://find.wellspent.co/advisors/angela-behm.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | | Percentage of assets, Fixed fees | | [Brooke Wolverton](https://find.wellspent.co/advisors/brooke-wolverton.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | | Percentage of assets, Fixed fees | | [Daniel Zawidowski](https://find.wellspent.co/advisors/daniel-zawidowski.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | | Percentage of assets, Fixed fees | | [Leah Halvorson](https://find.wellspent.co/advisors/leah-halvorson.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | | Percentage of assets, Fixed fees | | [Terri Van Den Einde](https://find.wellspent.co/advisors/terri-van-den-einde.md) | Jacobson & Schmitt Advisors | Middleton, Wisconsin | | Percentage of assets, 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).