Hourly financial advisors in Wisconsin and their rates
Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.
The median published hourly rate in Wisconsin is $300, from 91 firms that filed as hourly financial advisors and list a price. The middle half charge $250-$400 an hour. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250-$400/hr | 91 firms |
Hourly financial advisors in Wisconsin and their published fees
91 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Red Granite Wealth ManagementManitowoc | $50-$200/hr | Not published | Not published |
| Iag Wealth Partners, LLCWaukesha | $75-$300/hr | $1,200 | Not published |
| John F Suby Wealth Management LLCMadison | $100-$500/hr | $500-$25,000 | Not published |
| Mbe Wealth Management, LLCTomah | $100-$300/hr | $500-$2,500 | Not published |
| Resonant Capital Advisors, LLCMadison | $100-$350/hr | $1,000-$5,000 | $5,000/yr |
| Review Services IncBrookfield | $100-$300/hr | $500 | $4,000/yr |
| T/r Financial Management Group, LLCNew Richmond | $100-$250/hr | Not published | Not published |
| Forward Investment Advisors, Inc.Madison | $120/hr | Not published | Not published |
| Kom Wealth Management Group, LLCAppleton | $125-$400/hr | Not published | $1,250-$14,000/yr |
| Alliance Wealth Management Milwaukee, Inc.Milwaukee | $150-$300/hr | Not published | Not published |
| Avaii Wealth Management, LLCAppleton | $150-$300/hr | Not published | $5,000-$30,000/yr |
| Capital Coordinators CompanyEau ClaireNo AUM fee | $150/hr | Not published | Not published |
| Gentian Financial, Inc.Mequon | $150-$300/hr | $250-$25,000 | Not published |
| GTG Wealth Management, LLCElm GroveNo AUM fee | $150/hr | Not published | Not published |
| Prophet Wealth ManagementKenosha | $150/hr | Not published | Not published |
| Adler FinancialOregon | $175/hr | Not published | Not published |
| Paladin PartnersHartland | $175-$750/hr | Not published | Not published |
| CLF Asset Management, Inc.Madison | $195/hr | $1,000-$3,000 | Not published |
| Client First Investment Management LLCWest Bend | $200/hr | $250-$3,000 | $49/mo |
| CWP Private Wealth ManagementWest Bend | $200-$300/hr | Not published | Not published |
| Diversified Capital Wealth Management, LLCMequon | $200-$300/hr | Not published | Not published |
| J Kaiser Management, LLCLadysmith | $200/hr | Not published | Not published |
| Jones Financial Consulting, LLCEau Claire | $200/hr | $1,000-$2,000 | $1,000-$5,000/yr |
| Kramer Investment Services, LLCLake Geneva | $200/hr | $2,500 | Not published |
| Larson Wealth Management, LLCWest Bend | $200/hr | Not published | Not published |
| Windward Wealth Strategies, Inc.Oshkosh | $200-$400/hr | $1,000-$3,500 | Not published |
| Kolash Wealth Strategies, LLCAppleton | $210/hr | $200-$5,000 | Not published |
| 401K Investment ProfessionalsWaunakee | $250/hr | Not published | Not published |
| Anew Advisors, LLCWauwatosa | $250-$2,000/hr | Not published | Not published |
| Buena Vista Investment Management LLCWisconsin Rapids | $250/hr | $1,000-$25,000 | Not published |
| C.r. Haupt LLCEau Claire | Up to $250/hr | Up to $5,000 | Not published |
| Financial Service Group IncMount Pleasant | $250/hr | Not published | $200/mo |
| Gallatin Financial Advisors, LLCMequon | $250/hr | $1,200 | $129/mo |
| Harvest Horizon Wealth StrategiesAmery | $250/hr | $1,200 | Not published |
| Hilltop Financial AdvisorsMilwaukee | $250/hr | $2,000-$4,000 | Not published |
| Isthmus Partners, LLCMadison | $250/hr | $500-$5,000 | Not published |
| Jordan Financial Life PlanningKenosha | $250/hr | $500 | Not published |
| Liberty Financial Group, Inc.Elm Grove | $250-$500/hr | Not published | Not published |
| Mcglone Suttner Wealth Management, Inc.Appleton | $250/hr | Not published | Not published |
| Medvest Wealth Management, LLCAltoona | $250/hr | Not published | Not published |
| Park Capital Management, LLCMadison | $250/hr | $300-$10,000 | Not published |
| Point Wealth, LLCWausau | $250/hr | Not published | $50-$1,000/mo |
| Portfolio Design Services, LLCRiver Falls | $250/hr | Not published | Not published |
| Professional Financial Management, Inc.Appleton | $250/hr | $1,500 | $125/qtr |
| Prosperilux LLCDenmark | $250/hr | $250-$5,000 | Not published |
| Summit Financial Management LLCMequon | $250-$500/hr | $1,000-$25,000 | Not published |
| Warden Wealth Management, LLCMilwaukee | $250/hr | Not published | Not published |
| Wismed Financial, Inc.Fitchburg | $250/hr | $1,500-$12,000 | Not published |
| Behl Wealth ManagementDelafield | $300/hr | $3,500-$15,000 | $300-$1,500/mo |
| Borger Capital Management LLCWausau | $300/hr | Not published | Not published |
| Enrich Financial Partners LLCMadison | $300-$750/hr | Not published | Not published |
| Evolution Financial LLCMadison | $300/hr | $3,000-$5,000 | Not published |
| Family Investment Planning, LLCElm GroveNo AUM fee | $300/hr | Not published | Not published |
| Financial Strategies, Inc.Brookfield | $300/hr | $1,000-$15,000 | Not published |
| Launch Wealth ManagementWaukesha | $300/hr | $2,500 | Not published |
| Leach, Bickmore & Weiss Wealth Management, LLCMadison | $300/hr | Not published | $1,500/mo |
| Midwest Asset Management, Inc.Verona | $300-$500/hr | Not published | Not published |
| Milestone Investment Advisors, LLCMiddleton | $300/hr | Not published | $2,500/yr |
| Threshold Compass Strategies, Inc.SheboyganNo AUM fee | $300-$500/hr | $1,800-$4,500 | $300-$2,000/yr |
| Uncommon Cents InvestingJanesville | $300/hr | Not published | Not published |
| Wisconsin Wealth Advisors, LLCSun Prairie | $300/hr | $500-$5,000 | Not published |
| Clarke Financial Counsel, LLCWhitefish BayNo AUM fee | $325/hr | $3,250-$13,000 | Not published |
| Fiscal Fitness, LLCVeronaNo AUM fee | $350/hr | Not published | Not published |
| Global View Capital Management LLCWaukesha | $350/hr | Not published | Not published |
| Granite Financial GroupBrookfield | $350/hr | $1,500-$10,000 | Not published |
| Quintessence Wealth Collective LLCMilwaukee | $350/hr | $600-$15,000 | Not published |
| Retirement Income Strategies, LLCEvansville | $350/hr | $1,500 | Not published |
| Richardson Capital Management, LLCMenomonee Falls | $350/hr | $2,500 | Not published |
| SKP WealthGlendale | $350-$550/hr | $6,000-$10,000 | $125/mo |
| Sterling Capital Management IncBrookfield | $350/hr | Not published | Not published |
| Valkyrie FinancialAppleton | $350/hr | Not published | $200-$700/mo |
| Direction Financial Management, LLCGermantownNo AUM fee | $360/hr | Not published | Not published |
| Allison & Company Financial Counselors, LLCMilwaukee | $375-$500/hr | Not published | Not published |
| Plus Group Wealth Advisors, LLCBelgium | $385/hr | Not published | $6,249/yr |
| Borges FinancialBrookfieldNo AUM fee | $395/hr | $1,000 | $500-$1,000/mo |
| Bluemound Asset Management, LLCFranklin | $400/hr | $800 | $1,600/yr |
| Broadview Financial Management, LLCWauwatosa | $400/hr | Not published | Not published |
| Calculated WealthMadison | $400/hr | $4,500-$60,000 | $10,000-$60,000/yr |
| Gateway Wealth Partners, LLCAppleton | $400/hr | $15,000 | Not published |
| Midwest Wealth Solutions LLCBrookfield | $400/hr | $8,000 | Not published |
| Prepared Financial PlanningMilwaukee | $400/hr | $2,000-$20,000 | $1,250-$6,250/qtr |
| Korbitz Financial Planning LLCMilwaukeeNo AUM fee | $460/hr | Not published | Not published |
| A-Team AdvisorsMedford | $500/hr | Not published | Not published |
| Atlatl AdvisersMadison | $500/hr | $2,500 | Not published |
| Boardwalk Financial Strategies LLCHartland | $500/hr | Not published | Not published |
| Breakthru Advisory Services, LLCMuskego | $500/hr | Not published | Not published |
| Mckinley Money, LLCEau-claire | $500/hr | Not published | Not published |
| Mueller WealthMishicot | $500/hr | $1,500-$25,000 | Not published |
| Wegner Asset Management, LLCMiddleton | $500/hr | Not published | Not published |
| Windermere Wealth Advisors, LLCElm Grove | $500/hr | $3,000 | $10,000/yr |
| Shellcrest Financial LLCMiddleton | $800/hr | $30,000-$75,000 | Not published |
No firms match these filters.
Also filed as hourly financial advisors, without a published price (54)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Advisors Management Group Inc, La Crosse
- Annex Wealth Management, LLC, Brookfield
- Brook Capital, Brookfield
- Diamond Wealth Partners, Lodi
- Evexia Wealth, LLC, Stevens Point
- Franson Financial LLC, Hayward
- Leverty Financial Group, LLC, Hudson
- Perk Planning, Madison
- Riverwater Partners LLC, Milwaukee
- Spectrum Investment Advisors, Inc., Mequon
- Transform Retirement, De Pere
- Winch Financial, Appleton
- Yahara Wealth Management LLC, Madison
- Andrae Financial Services LLC, Darlington
- Associated Retirement Planners, Inc., Wausau
- BKM Wealth Management, Brookfield
- Bleidorn Tax & Investment Services, LLC, Milwaukee
- Bridgeport Asset Management, LLC., Madison
- Canopy Wealth Management, Middleton
- Cedar Road Capital LLC, Whitefish Bay
- Conceptual Financial Advisors, LLC, Appleton
- Copper Harbor Investment Advisors, LLC, Appleton
- Cornerstone Financial Group, Appleton
- D/b/a Financial Awareness Institute, Sharon
- Denarius Wealth Management, Appleton
- Diversified Management Inc, Milwaukee
- Drake & Associates, LLC, Waukesha
- Endowment Wealth Management, Inc., Appleton
- Fiduciaone, Pewaukee
- Fiduciary Insight, LLC, Suamico
- Financial Services of Northeast Wisconsin, Inc., Hortonville
- Geder Investment Management, Inc., Elm Grove
- Harmony Wealth, Madison
- Heck Capital Advisors, LLC, Rhinelander
- Jeske Asset Management, LLC, Eau Claire
- Keystone Financial, Eau Claire
- Kindness Financial Planning, Madison
- Marchi Investments LLC, Waunakee
- Morgan Kenwood Advisors, LLC, Greendale
- Myfamilycfo, Inc., Wausau
- Omni Financial LLC, Madison
- Precision Capital Planning LLC, Oregon
- RB Investment Management Inc., Little Suamico
- Retirement Wealth Solutions LLC, Marshfield
- Richmond Investment Services LLC, Mequon
- Schaper Benz & Wise Investment Counsel Inc, Neenah
- Spruce Hill Capital, Madison
- Sugar Maple Asset Management, LLC, Sister Bay
- Sumnicht & Associates, LLC, Appleton
- Titletown Wealth Management, LLC, Green Bay
- Transcend Advisor Group, LLC, Milwaukee
- Veritas Financial Services, LLC, Plymouth
- Vision Financial Services LLC, Grafton
- Vogel Consulting, LLC, Brookfield