What fee-only financial advisors charge in Wisconsin
Fee-only financial advisors in Wisconsin who publish their prices charge a median of $3,000 a year for ongoing planning, $1,900 for a one-time plan, or 1% of assets a year, from 40 firm websites. Ongoing planning here is 33% below the national median of $4,500.
| Fee | Wisconsin | United States |
|---|---|---|
| Ongoing planning (per year) | $3,000$1,050 to $6,000 · 14 firms | $4,500 |
| One-time financial plan | $1,900$500 to $3,250 · 13 firms | $2,000 |
| Hourly rate | Fewer than 12 firms publish this | $300 |
| Assets under management (first tier) | 1%0.89% to 1.2% · 14 firms | 1% |
| No account minimum | 43%of 14 firms that state one | 50% |
Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.
Find a fee-only advisor in Wisconsin
See fee-only advisors in Wisconsin on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.
Questions
How much does a fee-only financial advisor cost in Wisconsin?
Among fee-only firms in Wisconsin that publish prices, the median ongoing planning fee is $3,000 a year, with the middle half between $1,050 and $6,000. That's 33% below the national median of $4,500.
Do Wisconsin fee-only advisors have account minimums?
Of 14 Wisconsin firms that state an account minimum on their website, 43% say they have none.