Fee-Only Financial Planners in Wisconsin

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 Wisconsin:

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 Wauwatosa, WI, serving clients locally and across the country

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

Matt Fizell

CFP®

Harmony Wealth

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

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

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.

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.

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

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.

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

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

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

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

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.

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!

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

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

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

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

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, caregivers, and people affected by major health events across the United States.

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

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

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

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!

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

Robert Riedl

CPA, CFP®, AWMA®

Endowment Wealth Management

Appleton, 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.

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

Thomas Batterman

JD, CTFA

Fiduciary First Advisors

Appleton, WI

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

Fee-Only Fiduciary Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.

Rachael Nickelsen

AWMA®, CFP®

Voyager Capital Management, LLC

Lake Geneva, 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

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

Robert Anderson

AIF®, CFP®, RFC®

Voyager Capital Management, LLC

Lake Geneva, 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

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.

Diane Esser

Direction Financial Management, LLC

Germantown, WI

John Cress

Practical Portfolios LLC

Manitowoc, WI

Dara Biederman

RMR Wealth Advisors LLC

Monona, WI

Bryan Minogue

Kardinal Financial

Madison, WI

Zachary Hidden

Perk Planning

Madison, WI

Brian Clarke

CFP®

Financial Strategies Inc.

Brookfield, WI

John Scherer

Trinity Financial Planning, LLC

Middleton, WI

Eric Korbitz

Korbitz Financial Planning LLC

Milwaukee, WI

Brent Lindell

Savant Wealth Management

Madison, WI

Scott Witt

Witt Actuarial Services, LLC

New Berlin, WI

Justus Morgan

Financial Service Group, Inc.

Mount Pleasant, WI

Kathryn Hankard

Fiscal Fitness, LLC

Verona, WI

Susan Peck

CFP®

Evolution Financial LLC

Madison, WI

Justin Moilanen

Financial Service Group, Inc.

Mount Pleasant, WI

Paul Borges

Borges Financial

Brookfield, WI

William Baxter

Paladin Partners, LLC

Milwaukee, WI

Chris Johnson

Jacobson & Schmitt Advisors, LLC

Middleton, WI

Jason Sobolik

Financial & Investment Management Group

Onalaska, WI

K Robert Batchelor

Entasis Asset Management, LLC

Brookfield, WI

Dan Budinger

Financial Planning and Information Services, Inc.

De Pere, WI

Kurt Mueller

Family Investment Planning, LLC

Elm Grove, WI

Lisa Andrews

Perk Planning

Madison, WI

Ryan Wempe

Financial Planning and Information Services, Inc.

De Pere, WI

Jarodd White

Vitalize Capital Management

Milwaukee, WI

Michael Dubis

CFP®

Michael A. Dubis Financial Planning

Middleton, WI

Shannon Wegner

Wegner Asset Management

Middleton, WI

Kirt Rezek

Professional Financial Management

Little Chute, WI

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser