Advice only financial planners in Wisconsin

Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.

9 firms in Wisconsin that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.

What advisors in Wisconsin charge, from their filed brochures
Fee	Median	Middle half of firms	Firms with a published fee
Hourly rate	$355/hr	$325⁠-⁠$400/hr	8 firms
Flat or project fee	$2,525	$1,900⁠-⁠$8,125	4 firms

Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Advice only financial planners in Wisconsin and their published fees

9 firms with published fees

Firm	Hourly rate	Flat or project fee	Ongoing fee
Borges FinancialBrookfield	$395/hr	$1,000	$500⁠-⁠$1,000/mo
Capital Coordinators CompanyEau Claire	$150/hr	Not published	Not published
Clarke Financial Counsel, LLCWhitefish Bay	$325/hr	$3,250⁠-⁠$13,000	Not published
Direction Financial Management, LLCGermantown	$360/hr	Not published	Not published
Fiscal Fitness, LLCVerona	$350/hr	Not published	Not published
GTG Wealth Management, LLCElm Grove	$150/hr	Not published	Not published
Korbitz Financial Planning LLCMilwaukee	$460/hr	Not published	Not published
Perk PlanningMadison	Not published	$1,900	Not published
Threshold Compass Strategies, Inc.Sheboygan	$300⁠-⁠$500/hr	$1,800⁠-⁠$4,500	$300⁠-⁠$2,000/yr

Also filed as advice only financial planners, without a published price (4)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.