Fee-Only Financial Planners in Madison, 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 Madison, WI:

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.

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!

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

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.

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

Michael Dubis

CFP®

Michael A. Dubis Financial Planning

Middleton, WI

Susan Peck

CFP®

Evolution Financial LLC

Madison, WI

Lisa Andrews

Perk Planning

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)

    NAPFA Consumer Tools PDF

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