# Financial advisors for equity compensation in Wisconsin > For equity compensation in Wisconsin, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Bryan Minogue of Kardinal Financial, Richard Farmer of Walkner Condon Financial Advisors and Scott Wellens of Fortress Planning Group. Page: https://find.wellspent.co/specialties/equity-compensation/wisconsin/ 30 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Wisconsin? For equity compensation in Wisconsin, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Bryan Minogue of Kardinal Financial, Richard Farmer of Walkner Condon Financial Advisors and Scott Wellens of Fortress Planning Group. - [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue/), Kardinal Financial, Madison. Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee. - [Richard Farmer](https://find.wellspent.co/advisors/richard-farmer/), Walkner Condon Financial Advisors, Verona. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Scott Wellens](https://find.wellspent.co/advisors/scott-wellens/), Fortress Planning Group, Pewaukee. Holds the CFP. Fees on file: percentage of assets. - [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol/), MAPT Capital, Madison. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan/), Canopy Wealth Management, Middleton. Holds the CFP. Fees on file: percentage of assets. - [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke/), Clarke Financial Counsel, LLC, Whitefish Bay. Holds the CFP. Fees on file: one-time planning fee, hourly. ## How many fee-only financial advisors in Wisconsin work on equity compensation? The Wellspent public graph lists 30 fee-only advisors for equity compensation in Wisconsin, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Wisconsin located? Of the 30 fee-only advisors for equity compensation in Wisconsin, 14 are in Verona, followed by 8 in Middleton and 5 in Madison. ## How do fee-only advisors for equity compensation in Wisconsin charge? The most common fee among fee-only advisors for equity compensation in Wisconsin is a percentage of assets, used by 93% of the 30 with fees on file. Many use more than one: 53% charge an ongoing planning fee and 17% charge a one-time planning fee. ## 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 much does a one-time financial plan cost in Wisconsin? A one-time financial plan from a fee-only firm in Wisconsin has a median price of $1,900. We found this across the published prices of 13 Wisconsin firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the CFP and CFA. In Wisconsin, 37% of the 30 advisors listed hold the CFP. - CFP (37% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (10% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Wisconsin advisors for equity compensation compare with the rest of the US? 53% of fee-only advisors for equity compensation in Wisconsin charge an ongoing planning fee, compared with 24% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Wisconsin? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Wisconsin can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Wisconsin? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How will you plan for Wisconsin tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Wisconsin? 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 | |---|---|---|---|---| | [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke.md) | Clarke Financial Counsel, LLC | Whitefish Bay, Wisconsin | CFP, MBA | One-time planning fee, Hourly | | [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Scott Wellens](https://find.wellspent.co/advisors/scott-wellens.md) | Fortress Planning Group | Pewaukee, Wisconsin | CFP | Percentage of assets | | [Alicia Vande Ven](https://find.wellspent.co/advisors/alicia-vande-ven.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Evan Waltz](https://find.wellspent.co/advisors/evan-waltz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [Mitchell DeWitt](https://find.wellspent.co/advisors/mitchell-dewitt.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Richard Farmer](https://find.wellspent.co/advisors/richard-farmer.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Felipe Quaassdorff Molina](https://find.wellspent.co/advisors/felipe-quaassdorff-molina.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee | | [Melodie Ace](https://find.wellspent.co/advisors/melodie-ace.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Sylvain Michelin](https://find.wellspent.co/advisors/sylvain-michelin.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee | | [Andrew Klein](https://find.wellspent.co/advisors/andrew-klein.md) | Walkner Condon Financial Advisors | Madison, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Brady Storhoff](https://find.wellspent.co/advisors/brady-storhoff.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Brian Kopp](https://find.wellspent.co/advisors/brian-kopp.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Clinton Walkner](https://find.wellspent.co/advisors/clinton-walkner.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [David Muehl](https://find.wellspent.co/advisors/david-muehl.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr-8099267.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Grace Trewartha](https://find.wellspent.co/advisors/grace-trewartha.md) | MAPT Capital | Madison, Wisconsin | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Ian Beardsley](https://find.wellspent.co/advisors/ian-beardsley.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Keith Poniewaz](https://find.wellspent.co/advisors/keith-poniewaz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Mary Jo Staniszewski](https://find.wellspent.co/advisors/mary-jo-staniszewski.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Nathan Condon](https://find.wellspent.co/advisors/nathan-condon.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Paulina Price](https://find.wellspent.co/advisors/paulina-price.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Tahlia Micoley](https://find.wellspent.co/advisors/tahlia-micoley.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | | Percentage of assets, Ongoing planning fee | | [Trent Hinton](https://find.wellspent.co/advisors/trent-hinton.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Liran Amir](https://find.wellspent.co/advisors/liran-amir.md) | SKP Wealth | Glendale, Wisconsin | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Wisconsin](https://find.wellspent.co/specialties/retirement-planning/wisconsin.md) - [Tax planning in Wisconsin](https://find.wellspent.co/specialties/tax-planning/wisconsin.md) - [Estate planning in Wisconsin](https://find.wellspent.co/specialties/estate-planning/wisconsin.md) - [Retirees in Wisconsin](https://find.wellspent.co/audiences/retirees/wisconsin.md) - [Pre-retirees in Wisconsin](https://find.wellspent.co/audiences/pre-retirees/wisconsin.md) - [Small business owners in Wisconsin](https://find.wellspent.co/specialties/small-business-owners/wisconsin.md) ## 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).