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:

Ben Smith

CFP®, CSRIC™®

Cove Financial Planning, LLC

Milwaukee, WI

Specialties: Comprehensive Financial Planning, Socially Responsible Investing (SRI), Cash Flow and Budgeting, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning

Fee-Only financial planner with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients locally and virtually across the country with no account minimums.

Scott Wellens

CFP®

Fortress Planning Group

Pewaukee, 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

Mark Ziety

CFP®, AIF®

WisMed Financial, Inc.

Ixonia, 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.

Kevin Reardon

CFP®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Planning Issues for Business Owners, Inheritance, Generational Wealth

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

Robert Riedl

CPA, CFP®, AWMA®

Endowment Wealth Management

Waukesha, 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.

I can work with clients anywhere!

Erik Kroll

CFP®

Hilltop Financial Advisors | Student Loans Over 50

Milwaukee, WI

Specialties: Comprehensive Financial Planning, Student Loans, Retirement Planning, Investment Management

Fee-Only Financial Planner serving the Milwaukee, WI area and clients across the country

Rachael Nickelsen

AWMA®, CFP®

Voyager Capital Management, LLC

Broookfield, WI

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

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

Jared Andreoli

CFP®, CSLP®

Simplicity Financial, LLC

Milwaukee, WI

Specialties: Comprehensive Financial Planning, Student Loan Strategy, Cash Flow Management, Small Business 401(k), Tax Planning

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

Brian Behl

CFP®, CDFA®, CRPC®

Behl Wealth Management

Delafield, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security Strategies

Fee-Only financial planner located in Delafield, WI, serving clients locally in Waukesha County and across the country.

Drew Lanphear

CFP®, RICP®

Dickmeyer Boyce Financial Management

Milwaukee, WI

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

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

Andrea Bulen

CFP®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Inheritance and Sudden Wealth, Medicare Planning, Strategies for Women and Wealth

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

Jason Lacey

CFA®, CFP®

PJS Investment Management

Cedarburg, WI

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

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

Ryan Rink

CFP®, ChFC®, CLTC®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Retirement Planning, Insurance Strategies, Charitable Planning

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

Brian Ellenbecker

CFP®, EA®, CPWA®, CIMA®, CLTC®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Tax Planning, Social Security Strategies, Estate Planning, Medicare Planning

Fee-Only Financial Advisor Serving those in Milwaukee, WI and Lake Country Area with Investable Assets of $1 Million or More

William Baxter

Paladin Partners, LLC

Milwaukee, WI

Jarodd White

Vitalize Capital Management

Milwaukee, WI

Eric Korbitz

Korbitz Financial Planning LLC

Milwaukee, 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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