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
Brooke Wolverton
CFP®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Andrew Polzin
CFP®
Behl Wealth Management
Delafield, WI
Specialties: Retirement Planning & Distribution Rules, Tax Planning, Comprehensive Financial Planning, Lifetime Tax Minimization , Investment Management, Social Security Strategies, Inheritance, Estate Planning
We provide tax-efficient retirement planning and Investment Management. Located in Delafield, WI, serving clients in the Greater Milwaukee area, Lake Country, and across the US.
Patrick Sommerfield
CFA
PJS Investment Management
Cedarburg, WI
Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Assessment, Life Transition Assistance
Our services are client-centric and team-based. We will work with you to develop, implement and monitor a strategy tailored to your short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management.
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
Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.
James Cantrell
CFP®
Financial Strategies Inc.
Brookfield, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Transfer, Insurance Planning
Fee-Only Financial Advisor serving the Brookfield, WI area.
Andrew Klein
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
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
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
Elliott Appel
CFP®, CLU®, RLP®
Kindness Financial Planning
Madison, WI
Specialties: Retirement Income Planning, Estate Planning Opportunities, Investment Management that Fits Your Values, Reducing Taxes, Reviewing Insurance Policies, Comprehensive Financial Planning
Fee-Only financial planner for kind people approaching or in retirement.
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.
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
Scott Wellens
CFP®
Fortress Planning Group
Madison, 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
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
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
Matt Fizell
CFP®
Harmony Wealth
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Helping Business Owners and Physicians create harmony between their work and personal life through Financial Planning. Located in Madison, WI, serving clients locally and across the country.
Syl Michelin
CFA®
Walkner Condon Financial Advisors
Madison, WI
Specialties: Cross-Border Financial Planning (U.S., French & Swiss citizenship), Comprehensive Financial 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.
Adam Sweet
CFA, CFP®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Michael Haubrich
CFP®, CSA®
Financial Service Group, Inc.
Mount Pleasant, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Elder Life Planning, Tax Planning, College Education Planning
Live your great life...now. Fee Only Financial Planner Serving Racine, Kenosha, Burlington and the greater Milwaukee, WI Area
Evan Waltz
CFP®
Walkner Condon Financial Advisors
Verona, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
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
Jason Schmitt
CFP®, CPWA®, CCFC®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
We are a fee-only wealth management firm for investors who want their money to help them fulfill their mission in life.
Lucy Cuff
CFP®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
Make your wealth a catalyst for good with a team of purpose-driven advisors!
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.
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
Nate Byers
CPA/PFS
Calculated Wealth, LLC
Madison, WI
Specialties: Retirement guardrails, Tax Bracket Management, Estate Plan Design and Maintenance , Tax-efficient withdrawal strategies
Fee-only fiduciary retirement planning firm headquartered in Madison, Wisconsin
Alicia Vande Ven
CFP®, MS
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
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Bryan Minogue
CFP®, CFA
Kardinal Financial
Madison, WI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement & Education Planning, Tax Planning, Cash Flow & Budgeting, Company Benefits, Stock Compensation
Flat-fee comprehensive financial planning and investment management
Sarah Paulson
CFP®
Valkyrie Financial, LLC
Appleton, WI
Specialties: Comprehensive Financial Planning, Spending Analysis & Budgeting, Investment Management, Debt Analysis, College Education Planning
Leading millennial women to create and wield their financial wealth
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
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
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
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
Clint Walkner
Walkner Condon Financial Advisors
Verona, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable Investing, Employee Equity Compensation
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Jason Lacey
CFA, CFP®, AEP®
PJS Investment Management
Cedarburg, WI
Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Assessment, Life Transition Assistance
Our services are client-centric and team-based. We will work with you to develop, implement and monitor a strategy tailored to your short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management.
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
Erik Barker
CFP®
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Brian Behl
CFP®, CRPC®
Behl Wealth Management
Delafield, WI
Specialties: Retirement Planning & Distribution Rules, Tax Planning, Comprehensive Financial Planning, Lifetime Tax Minimization , Investment Management, Social Security Strategies, Inheritance, Estate Planning
We Provide Tax-Efficient Retirement Planning and Investment Management. Located in Delafield, WI, serving clients locally and across the country.
Ian Beardsley
CPA, MS
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
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
Nate Condon
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
Financial Planning for Individuals, Families, Entrepreneurs -- As an independent, fee-only firm, we prioritize your best interests with tailored, flexible investment strategies and an education-first approach.
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 26 states.
Sarah McGinniss
CFP®, CRPS™, ABF
Savant Wealth Management
Madison, WI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Ben Gibson
CFP®, MBA, CRPC®
XY Financial Planning
La Crosse, WI
Specialties: Comprehensive Financial Planning, Retirement Income Design, Investment Management, Insurance Consulting, Tax Projection & Reduction, Tax Preparation, Estate Planning
Flat-Fee Fiduciary Financial Planning. Located in La Crosse, WI, serving clients locally and across the country. We Help Reduce Taxes · Invest Wisely · Enjoy Living
Kelsey Wagner
CFP®
PJS Investment Management
Cedarburg, WI
Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Assessment, Life Transition Assistance
Our services are client-centric and team-based. We will work with you to develop, implement and monitor a strategy tailored to your short- and long-term goals in two areas of personal finance: Financial Planning and Investment Management.
Brian Ellenbecker
CFP®, EA, CIMA®, AEP®, CPWA®, 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
Freeman Linde
CFP®, CKA®, EA
La Crosse Financial Planning
Onalaska, WI
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning & Prep
Fee-Only Fiduciary Financial Planners in La Crosse, WI focused on retirement planning, tax Strategy, and investment management.
Greg Betlach
AAMS™, CFP®, ChFC®, CLU®, CRPC™, RICP®
Credent Wealth Management
River Falls, WI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Eric Jochimsen
CFP®, MS - Family Financial Planning, TPCP®
JBY Financial Planning
Sun Prairie, WI
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning, Project-Based Financial Planning
Fee-Only financial planner located in Sun Prairie, WI, serving clients locally and across the country
Chris Johnson
CFP®, EA
Jacobson & Schmitt Advisors
Middleton, WI
Specialties: Comprehensive Financial Planning, Socially Responsible Investment Strategy, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Charitable Giving, Conscious Investing
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Paul Borges
CFA®, CFP®, MSc
Borges Financial
Brookfield, WI
Specialties: Advice Only Financial Planning, Customized Investment Planning/Strategy, Financial Goal Setting, Tax Planning, Retirement Planning, Debt Management, Estate Planning, Education Planning, Cash Flow Optimization, Risk Management/Insurance Planning, Employee Benefits Optimization, Equity Compensation Strategies
Hourly Advice-only financial planning and goals based wealth management for a flat fee. Serving clients locally in Milwaukee, WI across the country.
Brian Clarke
CFP®, MBA
Clarke Financial Counsel, LLC
Whitefish Bay, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hourly Financial Planner
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
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)
