Fee-only financial advisors in Neenah, Wisconsin
Which fee-only financial advisor should I talk to in Neenah?
Start with a fee-only advisor in Neenah whose record matches what you need, then check their fees and SEC record before you call.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Brusda North Star Asset Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Thomas Rippl Schaper Benz & Wise Investment Counsel Holds the CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 25
- Firms
- 2
- Hold the CFP
- 4%
- Other credentials: CFA 52%
- How they charge (of 25 with fees on file): percentage of assets 100% · hourly 52% · fixed fees 52%
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 Neenah by what you need
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Questions about fee-only advisors in Neenah
How many fee-only advisors in Neenah are there?
The Wellspent public graph lists 25 fee-only advisors in Neenah, at 2 firms. We counted every advisor record that fits, as of October 2026.
How do fee-only advisors in Neenah charge?
All 25 fee-only advisors in Neenah with fees on file charge a percentage of assets. Many use more than one: 52% charge by the hour and 52% charge fixed fees.
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 Neenah hold the CFP?
4% of the 25 fee-only advisors in Neenah 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 Neenah?
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 25 advisors in Neenah
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Alex Brusda | North Star Asset Management | Neenah | CFP, CFA | Percentage of assets |
| Benjamin Van Handel | North Star Asset Management | Neenah | CFA | Percentage of assets |
| David Hackfort | North Star Asset Management | Neenah | CFA | Percentage of assets |
| David Risgaard | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Drew Krepline | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Emil Haque | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Geoffry Penn | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Jacob Johnson | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Cole Seigworth | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Jonathan Wilburn | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Mark Reilly | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Nathaniel Penn | North Star Asset Management | Neenah | Not listed | Percentage of assets |
| Blake Bartlett | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Bradley Benz | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Christi Salm | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Mark Sprtel | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Thomas Rippl | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Anthony Seashore | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Jack Fischer | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Kimberly Petersen | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Laura Guy | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Shane Wiegert | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Spencer Schultz | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
| Trevor Rabbach | Schaper Benz & Wise Investment Counsel | Neenah | Not listed | Percentage of assets, Hourly |
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