Financial advisors for founders in Wisconsin
Which financial advisor should I talk to as a founder in Wisconsin?
For founders in Wisconsin, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Ryan Moran of Highland Investment Advisors, Nate Byers of Calculated Wealth and Eric Raether of Canopy Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ryan Moran Highland Investment Advisors, Brookfield Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Nate Byers Calculated Wealth, Madison Holds the CPA. Fees on file: percentage of assets, hourly.
- Eric Raether Canopy Wealth Management, Middleton Holds the CFP. Fees on file: percentage of assets.
- William Baxter Paladin Partners, Hartland Holds the CFP. Fees on file: hourly, one-time planning fee.
- Susan Peck Evolution Financial LLC, Madison Holds the CFP. Fees on file: percentage of assets.
- Matt Fizell Harmony Wealth, Madison Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Wisconsin work with founders?
The Wellspent public graph lists 32 fee-only advisors for founders in Wisconsin, at 12 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for founders in Wisconsin located?
Of the 32 fee-only advisors for founders in Wisconsin, 13 are in Madison, followed by 8 in Middleton and 3 in Brookfield.
Plus 4 in other cities.
How do fee-only advisors for founders in Wisconsin charge?
The most common fee among fee-only advisors for founders in Wisconsin is a percentage of assets, used by 91% of the 32 with fees on file. Many use more than one: 38% charge by the hour and 38% 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 founders have?
For founders, look for the CPA, CFP and CFA. In Wisconsin, 34% of the 32 advisors listed hold the CFP.
- CPA3% in Wisconsin
- CPAs can model deal structure and the tax on proceeds.
- CFP34% in Wisconsin
- The CFP covers life after the exit, not only the sale.
- CFA6% in Wisconsin
- The CFA helps with investing a large sum at once.
How do Wisconsin advisors for founders compare with the rest of the US?
38% of fee-only advisors for founders in Wisconsin charge fixed fees, compared with 57% of the 3,000 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 founders.
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 as a founder in Wisconsin?
- How many clients have you taken through an exit, and at what size?
- How would you check whether my shares qualify for QSBS?
- What should I do before a term sheet that I can't do after?
- How would you invest the proceeds in the first year?
- 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 founders 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 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| 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 |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| Brian Donley | Walleye Partners | Madison | PFS | Percentage of assets |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Corbin McGuire | Walleye Partners | Madison | Not listed | Percentage of assets |
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