Fee-Only Financial Planners in:
Wisconsin

These Wisconsin Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Wisconsin Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

William McDonald
Retirement Planning Solutions, LLC
Middleton WI, Madison WI
Fee-Only Financial Advisor serving Middleton, WI area.
Kevin Reardon, CFP®
Shakespeare Wealth Management Inc.
Brookfield WI, PEWAUKEE WI, Waukesha Wi, Oconomowoc WI, Delafield WI, Milwaukee WI, Milwaukee WI
Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area
Thomas Batterman, JD, CTFA
Financial Fiduciaries
Appleton WI, Wausau WI, Green Bay WI, Eau Claire WI
Fee-Only Fiduciary Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.
Mark Ziety, CFP®
Shakespeare Wealth Management Inc.
PEWAUKEE WI, Milwaukee WI, Waukesha WI, Brookfield WI, Milwaukee WI
Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area
James Cantrell, CFP®
Financial Strategies Inc.
Brookfield WI, Milwaukee WI
Fee-Only Financial Advisor serving the Brookfield, WI area.
Erik Kroll, CFP®
Hilltop Financial Advisors
Wauwatosa WI
Fee-Only Financial Planner serving the Milwaukee, WI area and clients across the country
Andrea Bulen, CFP®
Shakespeare Wealth Management Inc.
Pewaukee WI, Brookfield WI, Milwaukee WI, Oconomowoc Wi, Waukesha WI
Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area
Paula Hogan, CFP®, CFA®
Hogan Financial
Milwaukee WI
Fee-Only Financial Advisor serving the Milwaukee, WI area.
D. Alfred Jones, CFP®, MBA, JD
Jones Financial Consulting, LLC
Eau Claire WI
Fee Only Financial Planner Located in Eau Claire and Serving Clients throughout Wisconsin
Clint Wondra, CFP®, CPA/PFS
Hogan Financial
Milwaukee WI
Fee-Only Financial Planner serving the Milwaukee, WI area.
Michael Haubrich, CFP® and Certified Senior Advisor (CSA)™
Financial Service Group, Inc.
Mount Pleasant WI, Milwaukee WI, Racine WI
Fee Only Financial Planner Serving Racine, Kenosha, Burlington and the greater Milwaukee, WI Area
Grant Moore, MBA, CFP®, CRPC®, AIF®, CRPS®
SAVANT Capital Management
Rockford IL, Freeport IL, Geneva IL, Madison WI, Hoffman Estates IL
Kirt Rezek, CFP® - Professional Financial Management - Little Chute WI
Justin Moilanen - Financial Service Group, Inc. - Mount Pleasant WI
Jason Lacey, CFP® - PJS Investment Management - Cedarburg WI Milwaukee WI
John Scherer - Trinity Financial Planning, LLC - Middleton WI
Jason Schmitt - Jacobson & Schmitt Advisors, LLC - Madison WI
Kurt Mueller, CFP®, CRPC® - Family Investment Planning, LLC - Elm Grove WI
Diane Esser, CFP®, CPA, RICP® - Direction Financial Management, LLC - Germantown WI
Robert Anderson - Voyager Capital Management, LLC - Lake Geneva WI
William Baxter - Paladin Partners, LLC - Milwaukee WI
Justus Morgan - Financial Service Group, Inc. - Mount Pleasant WI
Jeffrey Lokken - Financial & Investment Management Group - Onalaska WI
Brent Lindell - SAVANT Capital Management, Inc. - Madison WI
Michael Dubis, CFP® - Michael A. Dubis Financial Planning, LLC - Madison WI
Ryan Wempe - Financial Planning and Information Services, Inc. - De Pere WI
Lisa Andrews, CFP® - Perk Planning - Madison WI
Eric Korbitz, CFP®, CPA/PFS - Korbitz Financial Planning LLC - Milwaukee WI
Shannon Wegner, CFP® - Wegner Asset Management - Middleton WI
Brian Clarke, CFP® - Financial Strategies Inc. - Brookfield WI
Kathryn Hankard, BS, CFP® - Fiscal Fitness, LLC - Verona WI
Matthew Goihl - SJA Financial Advisory, LLC - Menomonee Falls WI