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
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)
