Financial advisors for retirement planning in Madison, Wisconsin
Which financial advisor should I talk to about retirement planning in Madison?
For retirement planning in Madison, 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 Nancy Metzger of MAPT Capital, Matt Fizell of Harmony Wealth and Bryan Minogue of Kardinal Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Nancy Metzger MAPT Capital, Madison City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Matt Fizell Harmony Wealth, Madison City Holds the CFP. Fees on file: ongoing planning fee.
- Bryan Minogue Kardinal Financial, Madison City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Susan Peck Evolution Financial LLC, Madison City Holds the CFP. Fees on file: percentage of assets.
- Nate Byers Calculated Wealth, Madison City Holds the CPA. Fees on file: percentage of assets, hourly.
- Daniel Gresch Mendota Financial Group, Madison City Holds the CFP. Fees on file: one-time planning fee.
How many fee-only financial advisors in Madison work on retirement planning?
The Wellspent public graph lists 26 fee-only advisors for retirement planning in Madison, at 11 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Madison charge?
The most common fee among fee-only advisors for retirement planning in Madison is a percentage of assets, used by 69% of the 26 with fees on file. Many use more than one: 42% charge a one-time planning fee and 42% 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 retirement planning have?
For retirement planning, look for the CFP and CPA. In Madison, 46% of the 26 advisors listed hold the CFP.
- CFP46% in Madison
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA4% in Madison
- CPAs help with the tax side of withdrawals.
How do Madison advisors for retirement planning compare with the rest of the US?
42% of fee-only advisors for retirement planning in Madison charge a one-time planning fee, compared with 12% 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 Madison. 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 Madison?
- 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 Madison?
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 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Katheryn Lindquist | Lindenwood Financial LLC | Madison | ABFP, AWMA, CFP, MPAS | Percentage of assets, Fixed fees |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Daniel Gresch | Mendota Financial Group | Madison | CFP, ChFC | One-time planning fee |
| Nicholas Toman | John F. Suby Wealth Management | Madison | CFP | 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 |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Kurt Ahrens | Mendota Financial Group | Madison | ChFC | One-time planning fee |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Amy Butrymowicz | John F. Suby Wealth Management | Madison | Not listed | Percentage of assets, Hourly |
| Ethan Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
| Owen Ahrens | Mendota Financial Group | Madison | Not listed | One-time planning fee |
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