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.
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
Refine Your Search
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)
