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".
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Every Wisconsin Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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!
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
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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
Clint Walkner
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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.
Keith Poniewaz
Ph.D.
Walkner Condon Financial Advisors
Madison, WI
Specialties: Investing as an American abroad, U.S. & International Currency, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Brian Clarke
CFP®, MBA
Clarke Financial Counsel, LLC
Milwaukee, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Hourly Financial Planner
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
Polly Price
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Michael Haubrich
CFP®, 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
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
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 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
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.
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
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.
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 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
Nate Condon
Walkner Condon Financial Advisors
Madison, WI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Real Estate
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
Andrew Ish
CFA, CPA, CFP®
Prepared Financial Planning LLC
Milwaukee, WI
Specialties: Comprehensive retirement planning, Customized, tax-aware investment management, Tax planning advice, Insurance and risk management assessments, Estate planning recommendations, Strategic philanthropic gifting strategies, College 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.
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
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
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.
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.
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
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
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 clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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
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
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 focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination.
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
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
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.
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.
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
We help our clients look forward to their financial futures with confidence and clarity. We meet clients locally in Madison, WI and across the U.S. and world through virtual and secure meetings.
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 focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination.
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
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
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.
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 focus is designing, building, and monitoring your personal investment blueprint that will allow you to make financial decisions in the proper order, moving you to your desired destination.
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
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
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)
