Financial advisors for tax planning in Wisconsin
Which financial advisor should I talk to about tax planning in Wisconsin?
For tax planning in Wisconsin, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Diane Esser of Direction Financial Management, LLC, Austin Preece of Preece Financial Planning and Andrew Ish of Prepared Financial Planning LLC.
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 CPA and CFP. Fees on file: subscription, one-time planning fee.
- Austin Preece Preece Financial Planning, Eau Claire Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Eric Korbitz Korbitz Financial Planning LLC, Milwaukee Holds the CPA and CFP. Fees on file: hourly, one-time planning fee.
- Jared Andreoli Simplicity Financial, LLC, Milwaukee Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Ben Smith Cove Financial Planning, LLC, Milwaukee Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Wisconsin work on tax planning?
The Wellspent public graph lists 121 fee-only advisors for tax planning in Wisconsin, at 43 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Wisconsin located?
Of the 121 fee-only advisors for tax planning in Wisconsin, 16 are in Madison, followed by 15 in Verona and 13 in Platteville.
Plus 56 in other cities.
How do fee-only advisors for tax planning in Wisconsin charge?
The most common fee among fee-only advisors for tax planning in Wisconsin is a percentage of assets, used by 89% of the 121 with fees on file. Many use more than one: 35% charge fixed fees and 32% charge an ongoing planning fee.
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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Wisconsin, 43% of the 121 advisors listed hold the CFP.
- EA1% in Wisconsin
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Wisconsin
- CPAs bring broad tax and accounting depth.
- CFP43% in Wisconsin
- The CFP connects tax decisions to the rest of the plan.
How do Wisconsin advisors for tax planning compare with the rest of the US?
32% of fee-only advisors for tax planning in Wisconsin charge an ongoing planning fee, compared with 16% of the 5,860 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 tax planning.
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 about tax planning in Wisconsin?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Wisconsin tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 121 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Adam Kierzek | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Andrew Klein | Walkner Condon Financial Advisors | Madison | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Tranel | Rosemeyer Management Group | Platteville | CFP | Percentage of assets, Fixed fees |
| Brady Storhoff | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| Brayden Zettle | FORM Wealth Advisors | Lake Geneva | CFP | Percentage of assets |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Clinton Walkner | Walkner Condon Financial Advisors | Verona | Not listed | Percentage of assets, Ongoing planning fee |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
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