Fee-Only Financial Advisors in Madison, WI

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Madison, WI area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Madison, WI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Scott Wellens

CFP®

Fortress Planning Group

Madison, WI

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

Fee-Only financial planner with offices in Pewaukee and Madison, WI serving clients locally and across the country

Stan Farmer

CFP®, J.D.

Walkner Condon Financial Advisors

Madison, WI

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

We help our U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future.

Jason N. Schmitt

CFP®, CPWA®

Jacobson & Schmitt Advisors, LLC

Middleton, WI

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

Make your wealth a catalyst for good with a team of purpose-driven advisors!

Alicia Vande Ven

Candidate for CFP® Certification

Walkner Condon Financial Advisors

Madison, WI

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

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

William McDonald

Retirement Planning Solutions, LLC

Middleton, WI

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

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

I can work with clients anywhere!

Elliott Appel

CFP®, CLU®, RLP®

Kindness Financial Planning

Madison, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management that Fits Your Values, Reducing Taxes, Reviewing Insurance Policies

Fee-Only financial planner for widows, caregivers, and people affected by major health events across the United States.

Mark Ziety

CFP®, AIF®

WisMed Financial, Inc.

Fitchburg, WI

Specialties: Eliminating Med School Debt, Saving beyond 401(k) or 403(b), Retirement Income Planning, Investment Management, Tax Planning

Physician specific fee-only planner in Wisconsin.

Mitch DeWitt

CFP®, MBA

Walkner Condon Financial Advisors

Madison, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation

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

Jonathon Jordan

CFP®, CEPA

Walkner Condon Financial Advisors

Madison, WI

Specialties: Comprehensive Financial Planning, Special Needs Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Exit Planning

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

Robert Riedl

CPA, CFP®, AWMA®

Endowment Wealth Management

Madison, 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.

Susan Peck

CFP®

Evolution Financial LLC

Madison, WI

Bryan Minogue

Kardinal Financial

Madison, WI

Michael Dubis

CFP®

Michael A. Dubis Financial Planning

Middleton, WI

  • Refine Your Search

      Search By Zip Code or City


    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

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser