Fee-only financial advisors in Middleton, Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Adam Sweet Jacobson & Schmitt Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Craig Peterman Prism Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
- William Lauderdale FORM Wealth Advisors Holds the CFP. Fees on file: percentage of assets.
- Mark Buchanan Canopy Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Shannon Wegner Wegner Asset Management Holds the CFP. Fees on file: percentage of assets.
- Angel McClarey Milestone Investment Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 31
- Firms
- 8
- Hold the CFP
- 55%
- Other credentials: CFA 10% · ChFC 6%
- How they charge (of 31 with fees on file): percentage of assets 100% · fixed fees 39% · hourly 23% · flat fee or retainer 3%
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 Middleton by what you need
Find an advisor in Wisconsin by fee, assets, or credential
Questions about fee-only advisors in Middleton
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.
All 31 advisors in Middleton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Shannon Wegner | Wegner Asset Management | Middleton | CFP | Percentage of assets |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| William Lauderdale | FORM Wealth Advisors | Middleton | CFP | Percentage of assets |
| John Scherer | Trinity Financial Planning | Middleton | CFP | Percentage of assets, Fixed fees |
| Angel McClarey | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Daniel Kauper | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Darrin Sharp | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| David Solheim | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Jonathan Wilson | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Robert Armstrong | Milestone Investment Advisors | Middleton | CFP | Percentage of assets, Hourly |
| Nicholas Moore | Trinity Financial Planning | Middleton | Not listed | Percentage of assets, Fixed fees |
| Michael Arbet | Milestone Investment Advisors | Middleton | Not listed | Percentage of assets, Hourly |
| Adam Sweet | Jacobson & Schmitt Advisors | Middleton | CFP, CFA | Percentage of assets, Fixed fees |
| Craig Peterman | Prism Wealth Management | Middleton | CFP, CFA | Percentage of assets |
| Erik Barker | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Kathryn Schaller | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Lucy Cuff | Jacobson & Schmitt Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Richard Vanden Boogard | Jacobson & Schmitt Advisors | Middleton | CFA | Percentage of assets, Fixed fees |
| Angela Behm | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Brooke Wolverton | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Daniel Zawidowski | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Leah Halvorson | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Terri Van Den Einde | Jacobson & Schmitt Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
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