Financial advisors for equity compensation in Wisconsin

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.

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.

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.

See every fee-only advisor fee in Wisconsin

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How will you plan for Wisconsin tax alongside federal tax?
6. 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.