# Fee-only financial advisors in Milwaukee, Wisconsin > Start with a fee-only advisor in Milwaukee whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Eric Korbitz of Korbitz Financial Planning LLC and Mitchell Carlson of Capital Investment Services of America, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/wisconsin/milwaukee/ 73 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Milwaukee? Start with a fee-only advisor in Milwaukee whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Eric Korbitz of Korbitz Financial Planning LLC and Mitchell Carlson of Capital Investment Services of America, chosen for their credentials and fees on file. ## How many fee-only advisors in Milwaukee are there? The Wellspent public graph lists 73 fee-only advisors in Milwaukee, at 19 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Milwaukee focus on? The most common focus among fee-only advisors in Milwaukee is retirement planning (21), followed by retirees (18) and people close to retirement (17). Advisors can list more than one. ## How do fee-only advisors in Milwaukee charge? The most common fee among fee-only advisors in Milwaukee is a percentage of assets, used by 96% of the 73 with fees on file. Many use more than one: 41% charge fixed fees and 27% 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 Milwaukee hold the CFP? 36% of the 73 fee-only advisors in Milwaukee 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 Milwaukee? 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 | |---|---|---|---|---| | [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ben Smith](https://find.wellspent.co/advisors/ben-smith.md) | Cove Financial Planning, LLC | Milwaukee, Wisconsin | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee | | [Eric Korbitz](https://find.wellspent.co/advisors/eric-korbitz.md) | Korbitz Financial Planning LLC | Milwaukee, Wisconsin | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee | | [Zach Hidden](https://find.wellspent.co/advisors/zach-hidden.md) | Perk Planning | Milwaukee, Wisconsin | CFP | One-time planning fee, Hourly | | [Charles Allison](https://find.wellspent.co/advisors/charles-allison.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | CFP, ChFC | Percentage of assets | | [Jacob Sheaf](https://find.wellspent.co/advisors/jacob-sheaf.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | ChFC | Percentage of assets | | [Alicia Theisen](https://find.wellspent.co/advisors/alicia-theisen.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Amy Finley](https://find.wellspent.co/advisors/amy-finley.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Drew Lanphear](https://find.wellspent.co/advisors/drew-lanphear.md) | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee, Wisconsin | CFP, RICP, BA | Percentage of assets, Hourly, Fixed fees | | [Jacob Hornak](https://find.wellspent.co/advisors/jacob-hornak.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Jacqueline Schneider](https://find.wellspent.co/advisors/jacqueline-schneider.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Matthew Miler](https://find.wellspent.co/advisors/matthew-miler.md) | The MilWealth Group | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Benjamin Kebbekus](https://find.wellspent.co/advisors/benjamin-kebbekus.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Brent Schneider](https://find.wellspent.co/advisors/brent-schneider.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Carter Abbott](https://find.wellspent.co/advisors/carter-abbott.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Derek Pawlak](https://find.wellspent.co/advisors/derek-pawlak.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Eric Suttmiller](https://find.wellspent.co/advisors/eric-suttmiller.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Jaclyn Gruber](https://find.wellspent.co/advisors/jaclyn-gruber.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Joshua Bruckert](https://find.wellspent.co/advisors/joshua-bruckert.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Kurt Mihelich](https://find.wellspent.co/advisors/kurt-mihelich.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Peter Lautmann](https://find.wellspent.co/advisors/peter-lautmann.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Peter Schumacher](https://find.wellspent.co/advisors/peter-schumacher.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Robert Phelps](https://find.wellspent.co/advisors/robert-phelps.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Tyler Skutnik](https://find.wellspent.co/advisors/tyler-skutnik.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | | Percentage of assets | | [Drew Ashland](https://find.wellspent.co/advisors/drew-ashland.md) | Milborn Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [John Bleidorn](https://find.wellspent.co/advisors/john-bleidorn.md) | Bleidorn Tax & Investment Services | Milwaukee, Wisconsin | | Percentage of assets, Hourly, Ongoing planning fee | | [Mark Hoffman](https://find.wellspent.co/advisors/mark-hoffman.md) | Milborn Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Amanda Nowaczynski](https://find.wellspent.co/advisors/amanda-nowaczynski.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Ann Megan](https://find.wellspent.co/advisors/ann-megan.md) | NBT Capital Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Blaine Bancker](https://find.wellspent.co/advisors/blaine-bancker.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Bradley Bodus](https://find.wellspent.co/advisors/bradley-bodus.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Brian Gigl](https://find.wellspent.co/advisors/brian-gigl.md) | Riverwater Partners | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly | | [Chad Thistle](https://find.wellspent.co/advisors/chad-thistle.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Evers](https://find.wellspent.co/advisors/christopher-evers.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Garren Agle](https://find.wellspent.co/advisors/garren-agle.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Guy Eckman](https://find.wellspent.co/advisors/guy-eckman.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Egan](https://find.wellspent.co/advisors/michael-egan.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Schmidt](https://find.wellspent.co/advisors/michael-schmidt.md) | Diversified Management | Milwaukee, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mitchell Carlson](https://find.wellspent.co/advisors/mitchell-carlson.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP, CFA | Percentage of assets | | [Patrick Weyer](https://find.wellspent.co/advisors/patrick-weyer.md) | Operose Advisors | Milwaukee, Wisconsin | CFP | Percentage of assets, Fixed fees | | [Steven Muzzey](https://find.wellspent.co/advisors/steven-muzzey.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFP | Percentage of assets | | [Adam France](https://find.wellspent.co/advisors/adam-france.md) | 1492 Capital Management | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Adam Peck](https://find.wellspent.co/advisors/adam-peck.md) | Riverwater Partners | Milwaukee, Wisconsin | CFA | Percentage of assets, Hourly | | [Daniel Stier](https://find.wellspent.co/advisors/daniel-stier.md) | Operose Advisors | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Jason Kausalik](https://find.wellspent.co/advisors/jason-kausalik.md) | Operose Advisors | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Jeffrey Allsop](https://find.wellspent.co/advisors/jeffrey-allsop.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFA | Percentage of assets | | [Joseph Frohna](https://find.wellspent.co/advisors/joseph-frohna.md) | 1492 Capital Management | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Mark Shank](https://find.wellspent.co/advisors/mark-shank.md) | Lsia | Milwaukee, Wisconsin | CFA | Percentage of assets | | [Nicholas Bauer](https://find.wellspent.co/advisors/nicholas-bauer.md) | Operose Advisors | Milwaukee, Wisconsin | CFA | Percentage of assets, Fixed fees | | [Paul Muzzey](https://find.wellspent.co/advisors/paul-muzzey.md) | Capital Investment Services of America | Milwaukee, Wisconsin | CFA | Percentage of assets | | [Amanda Stark](https://find.wellspent.co/advisors/amanda-stark.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Ameet Kamath](https://find.wellspent.co/advisors/ameet-kamath.md) | Capital Investment Services of America | Milwaukee, Wisconsin | | Percentage of assets | | [Brian Shank](https://find.wellspent.co/advisors/brian-shank.md) | Lsia | Milwaukee, Wisconsin | | Percentage of assets | | [Caroline Jankowski](https://find.wellspent.co/advisors/caroline-jankowski.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [David Becker](https://find.wellspent.co/advisors/david-becker.md) | 1834 Investment Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Elizabeth Gauthier](https://find.wellspent.co/advisors/elizabeth-gauthier.md) | Riverwater Partners | Milwaukee, Wisconsin | | Percentage of assets, Hourly | | [Hussain Fawaz](https://find.wellspent.co/advisors/hussain-fawaz.md) | 1834 Investment Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [John Doak](https://find.wellspent.co/advisors/john-doak.md) | Riverwater Partners | Milwaukee, Wisconsin | | Percentage of assets, Hourly | | [John McGregor](https://find.wellspent.co/advisors/john-mcgregor.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Kristin Stanek](https://find.wellspent.co/advisors/kristin-stanek.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Kylee Paradowski](https://find.wellspent.co/advisors/kylee-paradowski.md) | Diversified Management | Milwaukee, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Lucas Cahalane](https://find.wellspent.co/advisors/lucas-cahalane.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Martha Wurzburger](https://find.wellspent.co/advisors/martha-wurzburger.md) | Lsia | Milwaukee, Wisconsin | | Percentage of assets | | [Matthew Drvaric](https://find.wellspent.co/advisors/matthew-drvaric.md) | Riverwater Partners | Milwaukee, Wisconsin | | Percentage of assets, Hourly | | [Matthew Kulakow](https://find.wellspent.co/advisors/matthew-kulakow.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Michael Shone](https://find.wellspent.co/advisors/michael-shone.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Nancy Cleveland](https://find.wellspent.co/advisors/nancy-cleveland.md) | NBT Capital Management | Milwaukee, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Nathan Fredrick](https://find.wellspent.co/advisors/nathan-fredrick.md) | Riverwater Partners | Milwaukee, Wisconsin | | Percentage of assets, Hourly | | [Nicholas Newkirk](https://find.wellspent.co/advisors/nicholas-newkirk.md) | Capital Investment Services of America | Milwaukee, Wisconsin | | Percentage of assets | | [Ruth Benben](https://find.wellspent.co/advisors/ruth-benben.md) | Capital Investment Services of America | Milwaukee, Wisconsin | | Percentage of assets | | [Steven Backus](https://find.wellspent.co/advisors/steven-backus.md) | Operose Advisors | Milwaukee, Wisconsin | | Percentage of assets, Fixed fees | | [Thomas Warden](https://find.wellspent.co/advisors/thomas-warden.md) | Warden Wealth Management | Milwaukee, 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).