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:

Kirk Hackbarth

CFP®, CPA/PFS

Liberty Financial Group, Inc.

Elm Grove, WI

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

Fee-Only Financial Planner serving the greater Milwaukee, WI area

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 Inc.

PEWAUKEE, 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

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

Andrea Bulen

CFP®

Shakespeare Wealth Management Inc.

Pewaukee, 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

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.

Mark Ziety

CFP®

Shakespeare Wealth Management Inc.

PEWAUKEE, 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

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

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

Grant Moore

MBA, CFP®, CRPC®, AIF®, CRPS®

SAVANT Capital Management

Madison, WI

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

Fee-Only financial planner located in Rockford, IL, serving clients locally and across the country

Erik Kroll

CFP®

Hilltop Financial Advisors

Wauwatosa, WI

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

Fee-Only Financial Planner serving the Milwaukee, WI area and clients across the country

Travis Brock

CFP®

Financial Fiduciaries

Wausau, WI

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

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

Thomas Batterman

JD, CTFA

Financial Fiduciaries

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.

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.

Michael Dubis

Michael A. Dubis Financial Planning, LLC

Middleton, WI

Shannon Wegner

Wegner Asset Management

Middleton, WI

Jeffrey Lokken

Financial & Investment Management Group

Onalaska, WI

Jason Sobolik

Financial & Investment Management Group

Onalaska, WI

Kurt Mueller

Family Investment Planning, LLC

Elm Grove, WI

Robert Anderson

Voyager Capital Management, LLC

Lake Geneva, WI

Diane Esser

Direction Financial Management, LLC

Germantown, WI

Kathleen Dougherty-Klein

Strategic Wealth Partners

Milwaukee, WI

Justin Moilanen

Financial Service Group, Inc.

Mount Pleasant, WI

Mike Rodenbaugh

Boardwalk Financial Strategies LLC

Delafield, WI

Ryan Wempe

Financial Planning and Information Services, Inc.

De Pere, WI

Jason Lacey

PJS Investment Management

Cedarburg, WI

Darcy McCallson

Financial & Investment Management Group

Onalaska, WI

Nathan Byers

JBC Wealth Advisors

Madison, WI

Brian Clarke

Financial Strategies Inc.

Brookfield, WI

Susan Peck

Evolution Financial LLC

Madison, WI

Jason Schmitt

Jacobson & Schmitt Advisors, LLC

Madison, WI

Kathryn Hankard

Fiscal Fitness, LLC

Verona, WI

Kirt Rezek

Professional Financial Management

Little Chute, WI

Lisa Andrews

Perk Planning

Madison, WI

Lucas Schwaller

Financial & Investment Management Group

Onalaska, WI

Brian Leben

Midwest Wealth Solutions LLC

Wauwatosa, WI

Brent Lindell

Savant Capital Management

Madison, WI

John Scherer

Trinity Financial Planning, LLC

Middleton, WI

Justus Morgan

Financial Service Group, Inc.

Mount Pleasant, WI

Eric Korbitz

Korbitz Financial Planning LLC

Milwaukee, WI

Jared Andreoli

Simplicity Financial, LLC

Milwaukee, WI

William Baxter

Paladin Partners, LLC

Milwaukee, WI

Scott Witt

Witt Actuarial Services, LLC

New Berlin, WI

  • 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

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