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

I can work with clients anywhere!

Matt Fizell

CFP®

Harmony Wealth

Madison, WI

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

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

I can work with clients anywhere!

Bryan Minogue

CFP®, CFA

Kardinal Financial

Madison, WI

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow & Budgeting, Company Benefits, Stock Compensation, Retirement & Education Planning

A flat fee financial advisor for young families and professionals.

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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!

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Robert L. Riedl

CPA, CFP®, AWMA®, CFC®

Endowment Wealth Management Inc.

Madison, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning

Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 23 states.

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 and caregivers across the United States.

Michael Dubis

CFP®

Michael A. Dubis Financial Planning

Middleton, WI

Susan Peck

CFP®

Evolution Financial LLC

Madison, WI

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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)

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