Fee-only financial advisors in Milwaukee, Wisconsin
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Ish Prepared Financial Planning LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Eric Korbitz Korbitz Financial Planning LLC Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Mitchell Carlson Capital Investment Services of America Holds the CFP and CFA. Fees on file: percentage of assets.
- Ben Smith Cove Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jared Andreoli Simplicity Financial, LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Zach Hidden Perk Planning Holds the CFP. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 73
- Firms
- 19
- Hold the CFP
- 36%
- Other credentials: CFA 15% · CPA 3% · ChFC 3%
- How they charge (of 73 with fees on file): percentage of assets 96% · fixed fees 41% · hourly 27% · ongoing planning fee 5%
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 Milwaukee by what you need
Find an advisor in Wisconsin by fee, assets, or credential
Questions about fee-only advisors in Milwaukee
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.
All 73 advisors in Milwaukee
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Jared Andreoli | Simplicity Financial, LLC | Milwaukee | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Jacob Sheaf | LRC Aviation Advisors | Milwaukee | ChFC | Percentage of assets |
| Alicia Theisen | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Amy Finley | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Drew Lanphear | Dickmeyer Boyce Financial Mgmt., Inc. | Milwaukee | CFP, RICP, BA | Percentage of assets, Hourly |
| Jacob Hornak | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Jacqueline Schneider | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Matthew Miler | The MilWealth Group | Milwaukee | CFP | Percentage of assets |
| Benjamin Kebbekus | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Brent Schneider | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Carter Abbott | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Derek Pawlak | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Eric Suttmiller | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Jaclyn Gruber | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Joshua Bruckert | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Kurt Mihelich | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Lautmann | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Peter Schumacher | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Robert Phelps | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Tyler Skutnik | LRC Aviation Advisors | Milwaukee | Not listed | Percentage of assets |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| John Bleidorn | Bleidorn Tax & Investment Services | Milwaukee | Not listed | Percentage of assets, Hourly |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Amanda Nowaczynski | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Ann Megan | NBT Capital Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Blaine Bancker | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Bradley Bodus | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Brian Gigl | Riverwater Partners | Milwaukee | CFP | Percentage of assets, Hourly |
| Chad Thistle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Christopher Evers | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Garren Agle | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Guy Eckman | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Egan | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Michael Schmidt | Diversified Management | Milwaukee | CFP | Percentage of assets, Hourly |
| Mitchell Carlson | Capital Investment Services of America | Milwaukee | CFP, CFA | Percentage of assets |
| Patrick Weyer | Operose Advisors | Milwaukee | CFP | Percentage of assets, Fixed fees |
| Steven Muzzey | Capital Investment Services of America | Milwaukee | CFP | Percentage of assets |
| Adam France | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Adam Peck | Riverwater Partners | Milwaukee | CFA | Percentage of assets, Hourly |
| Daniel Stier | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Jason Kausalik | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Jeffrey Allsop | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Joseph Frohna | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Mark Shank | Lsia | Milwaukee | CFA | Percentage of assets |
| Nicholas Bauer | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
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