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

Mark Ziety

CFP®

Shakespeare Wealth Management Inc.

Milwaukee, WI

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

Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area

Clint Wondra

CFP®, CPA/PFS

Hogan Financial

Milwaukee, WI

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

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

Paula Hogan

CFP®, CFA

Hogan Financial

Milwaukee, WI

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

Fee-Only Financial Advisor serving the Milwaukee, WI area.

Kevin Reardon

CFP®

Shakespeare Wealth Management Inc.

Milwaukee, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Succession Planning

Fee-Only Financial Advisor Serving Milwaukee, WI and Lake Country Area

Andrea Bulen

CFP®

Shakespeare Wealth Management Inc.

Milwaukee, WI

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

Fee-Only Financial Advisor Serving Milwaukee, WI and the Entire Lake Country Area

Jared Andreoli

Simplicity Financial, LLC

Milwaukee, WI

Eric Korbitz

Korbitz Financial Planning LLC

Milwaukee, WI

William Baxter

Paladin Partners, LLC

Milwaukee, WI

  • 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

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