Financial advisors for estate planning in Wisconsin
Which financial advisor should I talk to about estate planning in Wisconsin?
For estate planning in Wisconsin, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Diane Esser of Direction Financial Management, LLC, Andrew Ish of Prepared Financial Planning LLC and Tyson Ray of FORM Wealth Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Diane Esser Direction Financial Management, LLC, Germantown Holds the CFP and CPA. Fees on file: subscription, one-time planning fee.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Tyson Ray FORM Wealth Advisors, Lake Geneva Holds the CFP. Fees on file: percentage of assets.
- Mitchell DeWitt Walkner Condon Financial Advisors, Verona Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michael Haubrich Financial Service Group, Inc., Mount Pleasant Holds the CFP. Fees on file: ongoing planning fee.
- Nancy Metzger MAPT Capital, Madison Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Wisconsin work on estate planning?
The Wellspent public graph lists 112 fee-only advisors for estate planning in Wisconsin, at 33 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Wisconsin located?
Of the 112 fee-only advisors for estate planning in Wisconsin, 16 are in Milwaukee, followed by 15 in Verona and 13 in Platteville.
Plus 44 in other cities.
How do fee-only advisors for estate planning in Wisconsin charge?
The most common fee among fee-only advisors for estate planning in Wisconsin is a percentage of assets, used by 92% of the 112 with fees on file. Many use more than one: 36% 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 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 estate planning have?
For estate planning, look for the CFP and CPA. In Wisconsin, 38% of the 112 advisors listed hold the CFP.
- CFP38% in Wisconsin
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA2% in Wisconsin
- CPAs help with estate and gift tax filings.
How do Wisconsin advisors for estate planning compare with the rest of the US?
36% of fee-only advisors for estate planning in Wisconsin charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Wisconsin. Light bars are all US advisors for estate planning.
Does Wisconsin have an estate or inheritance tax?
No. Wisconsin has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Wisconsin a community property state?
Yes. Wisconsin is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Wisconsin?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning 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.
All 112 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Clarke Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next. | Clarke Financial Counsel, LLC | Whitefish Bay | CFP, MBA | One-time planning fee, Hourly |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Jared Andreoli | Simplicity Financial, LLC | Milwaukee | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| John Cress | Madison Wealth Partners, Inc. | Manitowoc | CFP | Percentage of assets |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Kathryn Hankard | Fiscal Fitness, LLC | Verona | CFP, MS, RICP | Hourly, One-time planning fee |
| Michael Haubrich | Financial Service Group, Inc. | Mount Pleasant | CFP, CSA | Ongoing planning fee |
| Scott Wellens | Fortress Planning Group | Pewaukee | CFP | Percentage of assets |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Alicia Vande Ven | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Evan Waltz | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mitchell DeWitt | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Richard Farmer | Walkner Condon Financial Advisors | Verona | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Felipe Quaassdorff Molina | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Kenneth Melotte | Melotte Financial Advisors | Green Bay | CFP | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Sylvain Michelin | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Brady Storhoff | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Charles Allison | LRC Aviation Advisors | Milwaukee | CFP, ChFC | Percentage of assets |
| Clinton Walkner | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Ian Beardsley | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| James McGlone | KOM Wealth Management | Appleton | CFP | Percentage of assets, Hourly |
| Jesse Schrock | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Keith Poniewaz | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Kirt Rezek | Professional Financial Management | Appleton | CFP | Percentage of assets, Hourly |
| Lucas Kuchenberg | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
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