Financial advisors for retirement planning in Wisconsin
Which financial advisor should I talk to about retirement planning in Wisconsin?
For retirement planning in Wisconsin, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Diane Esser of Direction Financial Management, LLC, Kathryn Hankard of Fiscal Fitness, LLC and Austin Preece of Preece Financial Planning.
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 RICP, CFP and CPA. Fees on file: subscription, one-time planning fee.
- Kathryn Hankard Fiscal Fitness, LLC, Verona Holds the RICP and CFP. Fees on file: hourly, one-time planning fee.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Eric Korbitz Korbitz Financial Planning LLC, Milwaukee Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Marie Schuett Entirement Financial Planning, Watertown Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Wisconsin work on retirement planning?
The Wellspent public graph lists 159 fee-only advisors for retirement planning in Wisconsin, at 58 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Wisconsin located?
Of the 159 fee-only advisors for retirement planning in Wisconsin, 26 are in Madison, followed by 21 in Milwaukee and 15 in Verona.
Plus 70 in other cities.
How do fee-only advisors for retirement planning in Wisconsin charge?
The most common fee among fee-only advisors for retirement planning in Wisconsin is a percentage of assets, used by 86% of the 159 with fees on file. Many use more than one: 36% charge fixed fees and 28% 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 retirement planning have?
For retirement planning, look for the RICP, CFP and EA. In Wisconsin, 43% of the 159 advisors listed hold the CFP.
- RICP1% in Wisconsin
- The RICP is built around retirement income specifically.
- CFP43% in Wisconsin
- The CFP covers income, tax, insurance, and estate decisions together.
- EA1% in Wisconsin
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA3% in Wisconsin
- CPAs help with the tax side of withdrawals.
How do Wisconsin advisors for retirement planning compare with the rest of the US?
28% of fee-only advisors for retirement planning in Wisconsin charge by the hour, compared with 45% of the 7,304 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 retirement planning.
Does Wisconsin tax Social Security?
No. Wisconsin doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Wisconsin?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Wisconsin tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 159 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 |
| Bryan Minogue | Kardinal Financial | Madison | CFA, 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 |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Ben Smith | Cove Financial Planning, LLC | Milwaukee | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| 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 |
| Chris Johnson | Jacobson & Schmitt Advisors, LLC | Middleton | CFP, CPWA | Percentage of assets, Flat fee or retainer |
| Eric Korbitz | Korbitz Financial Planning LLC | Milwaukee | BBA, CFP, CPA/PFS, MS | Hourly, One-time planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Zach Hidden Hourly, fee-only advice for everyone from new professionals to high-net-worth families, including comprehensive and student loan planning. | Perk Planning | Milwaukee | CFP | One-time planning fee, Hourly |
| Andrew Polzin | Behl Wealth Management | Delafield | CFP | Ongoing planning fee |
| Brian Behl | Behl Wealth Management | Delafield | CFP, CRPC | Ongoing planning fee |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Marie Schuett | Entirement Financial Planning | Watertown | CFP, EA | Percentage of assets, Ongoing planning fee |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Michael Macco | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Morgan Cain | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Patrick Stoa | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |
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