Financial advisors for small business owners in Wisconsin
Which financial advisor should I talk to as a small business owner in Wisconsin?
For small business owners in Wisconsin, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Austin Preece of Preece Financial Planning, Nick Ziarek of Shakespeare Wealth Management, LLC and Francisco Aguilar Puyol of MAPT Capital.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Austin Preece Preece Financial Planning, Eau Claire Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Nick Ziarek Shakespeare Wealth Management, LLC, Pewaukee Holds the EA and CFP. Fees on file: percentage of assets.
- Francisco Aguilar Puyol MAPT Capital, Madison Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Megan Prochniak Paladin Partners, Hartland Holds the CFP. Fees on file: hourly, one-time planning fee.
- Jennifer Deets Advisors Management Group, La Crosse Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Eric Raether Canopy Wealth Management, Middleton Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Wisconsin work with small business owners?
The Wellspent public graph lists 47 fee-only advisors for small business owners in Wisconsin, at 16 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for small business owners in Wisconsin located?
Of the 47 fee-only advisors for small business owners in Wisconsin, 11 are in La Crosse, followed by 9 in Middleton and 6 in Madison.
Plus 11 in other cities.
How do fee-only advisors for small business owners in Wisconsin charge?
The most common fee among fee-only advisors for small business owners in Wisconsin is a percentage of assets, used by 91% of the 47 with fees on file. Many use more than one: 32% charge an ongoing planning fee and 23% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In Wisconsin, 40% of the 47 advisors listed hold the CFP.
- CPA2% in Wisconsin
- CPAs understand entity structure and business books.
- EA4% in Wisconsin
- Enrolled agents help with owner pay and business tax.
- CFP40% in Wisconsin
- The CFP keeps the business in the wider plan.
How do Wisconsin advisors for small business owners compare with the rest of the US?
23% of fee-only advisors for small business owners in Wisconsin charge by the hour, compared with 48% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Wisconsin?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Wisconsin tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 47 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Eric Jochimsen | JBY Financial Planning | Sun Prairie | CFP | Percentage of assets, Ongoing planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Nick Ziarek | Shakespeare Wealth Management, LLC | Pewaukee | CFA, CFP, BS, ChFC | Percentage of assets |
| 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 |
| Shannon Wegner | Wegner Asset Management | Middleton | CFP | Percentage of assets |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Francisco Aguilar Puyol | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Nancy Metzger | MAPT Capital | Madison | CFP | Percentage of assets, Flat fee or retainer |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Andrew Froelich | Macco Financial Group | Green Bay | CFP | Percentage of assets, Fixed fees |
| 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 |
| Ryan Robillard | Macco Financial Group | Green Bay | CFP | 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 |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Jennifer Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Nathan Deets | Advisors Management Group | La Crosse | CFP | Percentage of assets, Ongoing planning fee |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Liran Amir | SKP Wealth | Glendale | Not listed | Percentage of assets, Hourly |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Brent Neis | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Jay Lauer | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Matthew Dirkse | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Thomas Volkmann | Plus Group Wealth Advisors | Belgium | Not listed | Percentage of assets, Hourly |
| Ashley Vega | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Drew Ashland | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Julie Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Kate Pederson | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Luke Spink | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Hoffman | Milborn Advisors | Milwaukee | Not listed | Percentage of assets, Fixed fees |
| Maxwell Harcey | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Nicholas Letter | Advisors Management Group | Green Bay | Not listed | Percentage of assets, Ongoing planning fee |
| Rebecca Agamaite | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Roger Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Shay Benedict | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
| Warren Deets | Advisors Management Group | La Crosse | Not listed | Percentage of assets, Ongoing planning fee |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Wisconsin's 47 advisors to the few who fit.
Get matched in 2 minutes