Fee-Only Financial Advisors in Wisconsin

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Wisconsin area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Wisconsin Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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.

I can work with clients anywhere!

Bryan Minogue

CFP®, CFA

Kardinal Financial

Madison, WI

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Flow & Budgeting, Company Benefits, Stock Compensation, Retirement & Education Planning

A flat fee financial advisor for young families and professionals.

I can work with clients anywhere!

Ryan Rink

CFP®, EA, 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

I can work with clients anywhere!

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

I can work with clients anywhere!

James Cantrell

CFP®

Financial Strategies Inc.

Brookfield, WI

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jared Andreoli

CFP®, CSLP®

Simplicity Financial, LLC

Milwaukee, WI

Specialties: Comprehensive Financial Planning, Student Loan Strategy, Cash Flow Management, Tax Planning, Investment Management

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

I can work with clients anywhere!

Michael Haubrich

CFP®, Certified Senior Advisor (CSA)®

Financial Service Group, Inc.

Mount Pleasant, WI

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

Fee Only Financial Planner Serving Racine, Kenosha, Burlington and the greater Milwaukee, WI Area

I can work with clients anywhere!

Paul Borges

CFA®, CFP®, MSc

Contra Investments

Brookfield, WI

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

Holistic portfolio management and goals based financial planning. Serving clients locally and across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

Robert L. Riedl

CPA, CFP®, AWMA®, CFC®

Endowment Wealth Management Inc.

Appleton, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning

Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 23 states.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Matt Fizell

CFP®

Harmony Wealth

Madison, WI

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Mitch DeWitt

CFP®, MBA

Walkner Condon Financial Advisors

Madison, WI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation

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

I can work with clients anywhere!

D. Alfred Jones

CFP®, MBA, JD

Jones Financial Consulting, LLC

Eau Claire, WI

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

Fee Only Financial Planner Located in Eau Claire and Serving Clients throughout Wisconsin

I can work with clients anywhere!

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!

I can work with clients anywhere!

Sarah Paulson

CFP®

Valkyrie Financial, LLC

Appleton, WI

Specialties: Comprehensive Financial Planning, Spending Analysis & Budgeting, Investment Management, Debt Analysis, College Education Planning

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

I can work with clients anywhere!

Brian Leben

CFP®, PFS, CPA, MBA, CGMA, CCFC

Midwest Wealth Solutions LLC

Brookfield, WI

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

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

I can work with clients anywhere!

Andrew Ish

CFA, CPA, and CFP®

Prepared Financial Planning LLC

Milwaukee, WI

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

Tax-optimized financial planning and investment management tailored for retirement-focused couples, medical professionals, and growing families. Located in Milwaukee, WI, serving 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

I can work with clients anywhere!

Jonathon Jordan

CFP®, CEPA

Walkner Condon Financial Advisors

Madison, WI

Specialties: Comprehensive Financial Planning, Special Needs Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Exit Planning

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

I can work with clients anywhere!

Freeman Linde

CFP®, EA

La Crosse Financial Planning

La Crosse, WI

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning & Prep

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

I can work with clients anywhere!

Rachael Nickelsen

CFP®, AWMA®

Voyager Wealth Management, LLC

Lake Geneva, WI

Specialties: Comprehensive Financial Planning, Wealth Management, Small Business Retirement, Second Opinion Services

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

I can work with clients anywhere!

Nick Ziarek

CFP®, CFA®

Shakespeare Wealth Management, LLC

Pewaukee, WI

Specialties: Retirement Income Planning, Investment Analysis & Management, Tax Planning

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

I can work with clients anywhere!

Stan Farmer

CFP®, J.D.

Walkner Condon Financial Advisors

Madison, WI

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

We help our U.S. expatriate clients achieve confidence and clarity about what they will be able to accomplish in the future.

I can work with clients anywhere!

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 and caregivers across the United States.

I can work with clients anywhere!

Alicia Vande Ven

Candidate for CFP® Certification

Walkner Condon Financial Advisors

Madison, WI

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

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

I can work with clients anywhere!

Brian Clarke

CFP®, MBA

Clarke Financial Counsel, LLC

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

I can work with clients anywhere!

Michael T. Swartz

CFP®

Swartz Financial Planning

La Crosse, WI

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

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

I can work with clients anywhere!

Robert Anderson

AIF®, CFP®

Voyager Wealth Management, LLC

Lake Geneva, WI

Specialties: Comprehensive Financial Planning, Wealth Management, Small Business Retirement, Second Opinion Services

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

I can work with clients anywhere!

Brian Behl

CFP®, CRPC®

Behl Wealth Management

Delafield, WI

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

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

John Cress

Practical Portfolios LLC

Manitowoc, WI

Jarodd White

Vitalize Capital Management

Milwaukee, WI

Susan Peck

CFP®

Evolution Financial LLC

Madison, WI

Michael Dubis

CFP®

Michael A. Dubis Financial Planning

Middleton, WI

John Scherer

CFP®

Trinity Financial Planning, LLC

Middleton, WI

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    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

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    Legally sworn and obligated to always place the interest of the client ahead of their own.

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    Not affiliated with any brokerage firm, bank, or insurance company.


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