Flat fee financial advisors in Wisconsin
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Wisconsin is $3,000, from 72 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,750-$8,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,000 | $1,750-$8,000 | 72 firms |
Flat fee financial advisors in Wisconsin and their published fees
72 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Kolash Wealth Strategies, LLCAppleton | $210/hr | $200-$5,000 | Not published |
| Client First Investment Management LLCWest Bend | $200/hr | $250-$3,000 | $49/mo |
| Diamond Wealth PartnersLodi | Not published | $250 | Not published |
| Gentian Financial, Inc.Mequon | $150-$300/hr | $250-$25,000 | Not published |
| Leverty Financial Group, LLCHudson | Not published | $250-$25,000 | Not published |
| Prosperilux LLCDenmark | $250/hr | $250-$5,000 | Not published |
| Bertram Financial Advisor ServicesMineral Point | Not published | $299-$2,999 | Not published |
| Dream Bigger Financial, LLCMilwaukee | Not published | $299 | $100-$700/mo |
| Park Capital Management, LLCMadison | $250/hr | $300-$10,000 | Not published |
| Advisors Management Group IncLa Crosse | Not published | $500 | Not published |
| Dream Lake Financial LLCSaukville | Not published | $500-$3,000 | Not published |
| Elite Wealth Management, Inc.Plover | Not published | $500 | Not published |
| Isthmus Partners, LLCMadison | $250/hr | $500-$5,000 | Not published |
| John F Suby Wealth Management LLCMadison | $100-$500/hr | $500-$25,000 | Not published |
| Jordan Financial Life PlanningKenosha | $250/hr | $500 | Not published |
| Mbe Wealth Management, LLCTomah | $100-$300/hr | $500-$2,500 | Not published |
| Review Services IncBrookfield | $100-$300/hr | $500 | $4,000/yr |
| Simplicity Financial, LLCMilwaukee | Not published | $500-$2,000 | Not published |
| Wisconsin Wealth Advisors, LLCSun Prairie | $300/hr | $500-$5,000 | Not published |
| Apex Fiduciary Advisors LLCMiddleton | Not published | $600-$5,000 | Not published |
| Quintessence Wealth Collective LLCMilwaukee | $350/hr | $600-$15,000 | Not published |
| Retirement Income Planning LLCMadison | Not published | $750-$10,000 | Not published |
| Bluemound Asset Management, LLCFranklin | $400/hr | $800 | $1,600/yr |
| Annex Wealth Management, LLCBrookfield | Not published | $1,000 | Not published |
| Borges FinancialBrookfieldNo AUM fee | $395/hr | $1,000 | $500-$1,000/mo |
| Buena Vista Investment Management LLCWisconsin Rapids | $250/hr | $1,000-$25,000 | Not published |
| Castle FinancialVerona | Not published | $1,000-$5,000 | Not published |
| CLF Asset Management, Inc.Madison | $195/hr | $1,000-$3,000 | Not published |
| Epiphany Health & WealthGreen Bay | Not published | $1,000-$5,000 | Not published |
| Financial Strategies, Inc.Brookfield | $300/hr | $1,000-$15,000 | Not published |
| Form Wealth Advisors, LLCLake Geneva | Not published | $1,000-$4,000 | Not published |
| Jones Financial Consulting, LLCEau Claire | $200/hr | $1,000-$2,000 | $1,000-$5,000/yr |
| Milborn Advisors, LTDMilwaukee | Not published | $1,000-$10,000 | Not published |
| Resonant Capital Advisors, LLCMadison | $100-$350/hr | $1,000-$5,000 | $5,000/yr |
| Summit Financial Management LLCMequon | $250-$500/hr | $1,000-$25,000 | Not published |
| Windward Wealth Strategies, Inc.Oshkosh | $200-$400/hr | $1,000-$3,500 | Not published |
| Gallatin Financial Advisors, LLCMequon | $250/hr | $1,200 | $129/mo |
| Harvest Horizon Wealth StrategiesAmery | $250/hr | $1,200 | Not published |
| Iag Wealth Partners, LLCWaukesha | $75-$300/hr | $1,200 | Not published |
| Jby Financial PlanningSun Prairie | Not published | $1,200-$6,000 | Not published |
| Entirement Financial Planning LLCWatertown | Not published | $1,500-$20,000 | Not published |
| Granite Financial GroupBrookfield | $350/hr | $1,500-$10,000 | Not published |
| Mueller WealthMishicot | $500/hr | $1,500-$25,000 | Not published |
| Professional Financial Management, Inc.Appleton | $250/hr | $1,500 | $125/qtr |
| Wismed Financial, Inc.Fitchburg | $250/hr | $1,500-$12,000 | Not published |
| Threshold Compass Strategies, Inc.SheboyganNo AUM fee | $300-$500/hr | $1,800-$4,500 | $300-$2,000/yr |
| Perk PlanningMadisonNo AUM fee | Not published | $1,900 | Not published |
| Hilltop Financial AdvisorsMilwaukee | $250/hr | $2,000-$4,000 | Not published |
| Prepared Financial PlanningMilwaukee | $400/hr | $2,000-$20,000 | $1,250-$6,250/qtr |
| Atlatl AdvisersMadison | $500/hr | $2,500 | Not published |
| Buska Wealth Management, LLCWausau | Not published | $2,500 | Not published |
| Compound Wealth, Advisory and Tax LLCWaunakee | Not published | $2,500-$10,000 | $5,000/yr |
| Kramer Investment Services, LLCLake Geneva | $200/hr | $2,500 | Not published |
| Launch Wealth ManagementWaukesha | $300/hr | $2,500 | Not published |
| Richardson Capital Management, LLCMenomonee Falls | $350/hr | $2,500 | Not published |
| Walkner Condon Financial Advisors LLCVerona | Not published | $2,500 | Not published |
| Evolution Financial LLCMadison | $300/hr | $3,000-$5,000 | Not published |
| Lindenwood Financial LLCMadison | Not published | $3,000-$20,000 | Not published |
| Mapt CapitalMadison | Not published | $3,000-$20,000 | Not published |
| Winch FinancialAppleton | Not published | $3,000-$20,000 | Not published |
| Windermere Wealth Advisors, LLCElm Grove | $500/hr | $3,000 | $10,000/yr |
| Clarke Financial Counsel, LLCWhitefish BayNo AUM fee | $325/hr | $3,250-$13,000 | Not published |
| Behl Wealth ManagementDelafield | $300/hr | $3,500-$15,000 | $300-$1,500/mo |
| Verus Wealth ManagementDe Pere | Not published | $4,000-$10,000 | $6,000/yr |
| Calculated WealthMadison | $400/hr | $4,500-$60,000 | $10,000-$60,000/yr |
| C.r. Haupt LLCEau Claire | Up to $250/hr | Up to $5,000 | Not published |
| Jacobson & Schmitt Advisors, LLCMiddleton | Not published | $5,000 | Not published |
| Rosemeyer Management GroupPlatteville | $100-$500/hr | $5,000-$20,000 | Not published |
| SKP WealthGlendale | $350-$550/hr | $6,000-$10,000 | $125/mo |
| Midwest Wealth Solutions LLCBrookfield | $400/hr | $8,000 | Not published |
| Gateway Wealth Partners, LLCAppleton | $400/hr | $15,000 | Not published |
| Shellcrest Financial LLCMiddleton | $800/hr | $30,000-$75,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (91)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 401K Investment Professionals, Waunakee
- 808 Investments, Ellsworth
- A-Team Advisors, Medford
- Alliance Wealth Management Milwaukee, Inc., Milwaukee
- Anew Advisors, LLC, Wauwatosa
- Avaii Wealth Management, LLC, Appleton
- Blackhorn Partners, Middleton
- Borger Capital Management LLC, Wausau
- Brook Capital, Brookfield
- Circle R Wealth LLC, Crivitz
- Cushing Capital Partners, LLC, Delafield
- CWP Private Wealth Management, West Bend
- Denali Wealth Management, Inc., Mequon
- Direction Financial Management, LLC, Germantown
- Enrich Financial Partners LLC, Madison
- Entasis Asset Management LLC, Brookfield
- Evexia Wealth, LLC, Stevens Point
- Family Investment Planning, LLC, Elm Grove
- Financial Service Group Inc, Mount Pleasant
- Fiscal Fitness, LLC, Verona
- Founder360° Family Office, Mequon
- Global View Capital Management LLC, Waukesha
- GTG Wealth Management, LLC, Elm Grove
- Kardinal Financial, Verona
- Kom Wealth Management Group, LLC, Appleton
- Korbitz Financial Planning LLC, Milwaukee
- Larson Wealth Management, LLC, West Bend
- Liberty Financial Group, Inc., Elm Grove
- Longevity Wealth Advisory LLC, Sparta
- Macco Financial Group, Inc., Green Bay
- Mcglone Suttner Wealth Management, Inc., Appleton
- Paladin Partners, Hartland
- Point Wealth, LLC, Wausau
- Portfolio Design Services, LLC, River Falls
- Sentinel Advisory Group, LLC, Middleton
- Spectrum Investment Advisors, Inc., Mequon
- Sterling Capital Management Inc, Brookfield
- Transform Retirement, De Pere
- Trinity Financial Planning, Middleton
- Valkyrie Financial, Appleton
- Warden Wealth Management, LLC, Milwaukee
- Yahara Wealth Management LLC, Madison
- 1492 Capital Management, LLC, Milwaukee
- 1834 Investment Advisors Co., Milwaukee
- Andrae Financial Services LLC, Darlington
- BKM Wealth Management, Brookfield
- Bleidorn Tax & Investment Services, LLC, Milwaukee
- Cedar Road Capital LLC, Whitefish Bay
- Central Wealth Management LLC, Madison
- Collar Capital Management, LLC, Appleton
- Conceptual Financial Advisors, LLC, Appleton
- Cornerstone Financial Consulting, LLC, Depere
- Cornerstone Financial Group, Appleton
- Denarius Wealth Management, Appleton
- Diversified Management Inc, Milwaukee
- Ellenbecker Investment Group, Waukesha
- Endowment Wealth Management, Inc., Appleton
- Fiduciaone, Pewaukee
- Fiduciary Financial Planning Network, Onalaska
- Fiduciary Insight, LLC, Suamico
- Financial Advisory Group, Inc., Appleton
- Financial Services of Northeast Wisconsin, Inc., Hortonville
- Garbett Investments, Sister Bay
- Goalbridge Wealth Management, LLC, Appleton
- Harmony Wealth, Madison
- Heck Capital Advisors, LLC, Rhinelander
- JMR Financial Group, Superior
- Johnson Wealth Inc., Milwaukee
- Keystone Financial, Eau Claire
- Marchi Investments LLC, Waunakee
- Mendota Financial Group, LLC, Madison
- Morgan Kenwood Advisors, LLC, Greendale
- Myfamilycfo, Inc., Wausau
- Omni Financial LLC, Madison
- Operose Advisors LLC, Milwaukee
- Orgel Wealth Management, LLC, Altoona
- Pamela Otten LLC, Sheboygan
- PJS Investment Management, Cedarburg
- Precision Capital Planning LLC, Oregon
- RB Investment Management Inc., Little Suamico
- Real Wealth Advisors LLC, Brookfield
- Retirement Wealth Solutions LLC, Marshfield
- Richmond Investment Services LLC, Mequon
- Schaper Benz & Wise Investment Counsel Inc, Neenah
- Sugar Maple Asset Management, LLC, Sister Bay
- Sumnicht & Associates, LLC, Appleton
- Titletown Wealth Management, LLC, Green Bay
- Transcend Advisor Group, LLC, Milwaukee
- Vision Financial Services LLC, Grafton
- Wealth Planning Advisors LLC, Stoughton
- Wisco Investment Management LLC, Madison