Fee-Only Financial Planners in Green Bay, WI

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Green Bay, WI:

Robert Riedl

CPA, CFP®, AWMA®

Endowment Wealth Management

Green Bay, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only SEC Registered Investment Advisory (RIA) firm that provides fiduciary financial planning and wealth management services. We have offices conviently located in Appleton, Green Bay, Madison, Milwaukee and Chicago to serve clients locally and across the country.

Sarah Paulson

CFP®

Valkyrie Financial, LLC

Appleton, WI

Specialties: Comprehensive Financial Planning, Spending Analysis & Budgeting, Investment Management, Debt Analysis, College Education Planning

Fee-Only financial planner located in Appleton, WI, serving clients locally and across the country

Thomas Batterman

JD, CTFA

Fiduciary First Advisors

Green Bay, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Fiduciary Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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