# Financial advisors for family wealth transfer in Wisconsin > For family wealth transfer in Wisconsin, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Nick Ziarek of Shakespeare Wealth Management, LLC, Mark Buchanan of Canopy Wealth Management and Hannah Chavez of Financial Strategies Inc.. Page: https://find.wellspent.co/specialties/family-wealth-transfer/wisconsin/ 42 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 passing wealth to the next generation in Wisconsin? For family wealth transfer in Wisconsin, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Nick Ziarek of Shakespeare Wealth Management, LLC, Mark Buchanan of Canopy Wealth Management and Hannah Chavez of Financial Strategies Inc.. - [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek/), Shakespeare Wealth Management, LLC, Pewaukee. Holds the CFP and CPWA. Fees on file: percentage of assets. - [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan/), Canopy Wealth Management, Middleton. Holds the CFP. Fees on file: percentage of assets. - [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez/), Financial Strategies Inc., Brookfield. 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. - [Nate Byers](https://find.wellspent.co/advisors/nate-byers/), Calculated Wealth, Madison. Holds the CPA. Fees on file: percentage of assets, hourly. - [Michael Haubrich](https://find.wellspent.co/advisors/michael-haubrich/), Financial Service Group, Inc., Mount Pleasant. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in Wisconsin work on family wealth transfer? The Wellspent public graph lists 42 fee-only advisors for family wealth transfer in Wisconsin, at 10 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Wisconsin located? Of the 42 fee-only advisors for family wealth transfer in Wisconsin, 23 are in Madison, followed by 8 in Middleton and 4 in Brookfield. ## How do fee-only advisors for family wealth transfer in Wisconsin charge? The most common fee among fee-only advisors for family wealth transfer in Wisconsin is a percentage of assets, used by 98% of the 42 with fees on file. Many use more than one: 64% charge by the hour and 57% 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 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 family wealth transfer have? For family wealth transfer, look for the CFP, CPA and CPWA. In Wisconsin, 33% of the 42 advisors listed hold the CFP. - CFP (33% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (2% of advisors listed): CPAs handle gift tax returns and estate calculations. - CPWA (2% of advisors listed): The CPWA focuses on high-net-worth planning. ## How do Wisconsin advisors for family wealth transfer compare with the rest of the US? 64% of fee-only advisors for family wealth transfer in Wisconsin charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Wisconsin? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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 | |---|---|---|---|---| | [Michael Haubrich](https://find.wellspent.co/advisors/michael-haubrich.md) | Financial Service Group, Inc. | Mount Pleasant, Wisconsin | CFP, CSA | Ongoing planning fee | | [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek.md) | Shakespeare Wealth Management, LLC | Pewaukee, Wisconsin | CFA, CFP, BS, ChFC, CIMA, CPWA, EA | Percentage of assets | | [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets | | [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets | | [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 | | [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 | | [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Melodie Ace](https://find.wellspent.co/advisors/melodie-ace.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets | | [Sophia Zundel](https://find.wellspent.co/advisors/sophia-zundel.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Cynthia Farnsworth](https://find.wellspent.co/advisors/cynthia-farnsworth.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Fedenia](https://find.wellspent.co/advisors/ross-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Kopp](https://find.wellspent.co/advisors/brian-kopp.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [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 | | [Raman Ghei](https://find.wellspent.co/advisors/raman-ghei.md) | Tower View Wealth Management | Shorewood, Wisconsin | CFA | Percentage of assets, Hourly, Fixed fees | | [Trent Hinton](https://find.wellspent.co/advisors/trent-hinton.md) | Canopy Wealth Management | Middleton, Wisconsin | | Percentage of assets | | [Nate Byers](https://find.wellspent.co/advisors/nate-byers.md) | Calculated Wealth | Madison, Wisconsin | CPA | Percentage of assets, Hourly, One-time planning fee | | [Peter Wolynski](https://find.wellspent.co/advisors/peter-wolynski.md) | Calculated Wealth | Madison, Wisconsin | | Percentage of assets | | [Mariah Magana Mayorga](https://find.wellspent.co/advisors/mariah-magana-mayorga.md) | Tower View Wealth Management | Oshkosh, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Bradley O'Loughlin](https://find.wellspent.co/advisors/bradley-o-loughlin.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Candice Genrich](https://find.wellspent.co/advisors/candice-genrich.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Hunter Klus Wedel](https://find.wellspent.co/advisors/hunter-klus-wedel.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Jasper Vaccaro](https://find.wellspent.co/advisors/jasper-vaccaro.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Joshua Zahn](https://find.wellspent.co/advisors/joshua-zahn.md) | Resonant Capital Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Logan Knecht](https://find.wellspent.co/advisors/logan-knecht.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Fedenia](https://find.wellspent.co/advisors/mark-fedenia.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Mary Patch](https://find.wellspent.co/advisors/mary-patch.md) | Atlatl Advisers | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Richard Thompson](https://find.wellspent.co/advisors/richard-thompson.md) | Resonant Capital Advisors | Madison, Wisconsin | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Sarah Kopesky](https://find.wellspent.co/advisors/sarah-kopesky.md) | BREAKTHRU Family | Muskego, Wisconsin | | Percentage of assets, Hourly | | [Benjamin Dickey](https://find.wellspent.co/advisors/benjamin-dickey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Carlton Dewey](https://find.wellspent.co/advisors/carlton-dewey.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Colton Tubbs](https://find.wellspent.co/advisors/colton-tubbs.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Daniel Blake](https://find.wellspent.co/advisors/daniel-blake.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [David Devito](https://find.wellspent.co/advisors/david-devito.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Ian Joyce](https://find.wellspent.co/advisors/ian-joyce.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Isaac Gard](https://find.wellspent.co/advisors/isaac-gard.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Keturah Cox](https://find.wellspent.co/advisors/keturah-cox.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Nathan Alexander](https://find.wellspent.co/advisors/nathan-alexander.md) | Resonant Capital Advisors | Brookfield, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Samantha Williams](https://find.wellspent.co/advisors/samantha-williams.md) | Resonant Capital Advisors | Madison, Wisconsin | | Percentage of assets, Hourly, Fixed fees | | [Thomas Marini](https://find.wellspent.co/advisors/thomas-marini.md) | Resonant Capital Advisors | Brookfield, 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).