Financial advisors for family wealth transfer in Wisconsin

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..

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.

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.

See every fee-only advisor fee in Wisconsin

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. If I own property in another state, could its estate tax apply?
6. 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.