Fee-only financial advisors in Wisconsin who charge hourly or a flat fee
198 fee-only advisers in Wisconsin offer financial planning for an hourly, fixed or subscription fee. 137 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Wisconsin, the median published hourly rate is $300 (96 firms; middle half $250–$400), and the median flat or project fee is $3,000 (74 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$400/hr | 96 firms |
| Flat or project fee | $3,000 | $1,649–$8,000 | 74 firms |
| Annual retainer | $5,000/yr | $2,000–$9,000/yr | 26 firms |
Fee-only advisors in Wisconsin and their published fees
137 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 401K Investment ProfessionalsWaunakee | $250/hr | Not published | Not published |
| 808 InvestmentsEllsworth | Not published | Not published | $200–$500/mo |
| A-Team AdvisorsMedford | $500/hr | Not published | Not published |
| Adler FinancialOregon | $175/hr | Not published | Not published |
| Advisors Management Group IncLa Crosse | Not published | $500 | Not published |
| Alliance Wealth Management Milwaukee, Inc.Milwaukee | $150–$300/hr | Not published | Not published |
| Allison & Company Financial Counselors, LLCMilwaukee | $375–$500/hr | Not published | Not published |
| Anew Advisors, LLCWauwatosa | $250–$2,000/hr | Not published | Not published |
| Annex Wealth Management, LLCBrookfield | Not published | $1,000 | Not published |
| Apex Fiduciary Advisors LLCMiddleton | Not published | $600–$5,000 | Not published |
| Atlatl AdvisersMadison | $500/hr | $2,500 | Not published |
| Avaii Wealth Management, LLCAppleton | $150–$300/hr | Not published | $5,000–$30,000/yr |
| Behl Wealth ManagementDelafield | $300/hr | $3,500–$15,000 | $300–$1,500/mo |
| Bertram Financial Advisor ServicesMineral Point | Not published | $299–$2,999 | Not published |
| Blackhorn PartnersMiddleton | Not published | Not published | $300–$2,000/yr |
| Bluemound Asset Management, LLCFranklin | $400/hr | $800 | $1,600/yr |
| Boardwalk Financial Strategies LLCHartland | $500/hr | Not published | Not published |
| Borger Capital Management LLCWausau | $300/hr | Not published | Not published |
| Borges FinancialBrookfieldNo AUM fee | $395/hr | $1,000 | $500–$1,000/mo |
| Breakthru Advisory Services, LLCMuskego | $500/hr | Not published | Not published |
| Broadview Financial Management, LLCWauwatosa | $400/hr | Not published | Not published |
| Brook CapitalBrookfield | Not published | Not published | $1,000/yr |
| Buena Vista Investment Management LLCWisconsin Rapids | $250/hr | $1,000–$25,000 | Not published |
| Buska Wealth Management, LLCWausau | Not published | $2,500 | Not published |
| C.r. Haupt LLCEau Claire | Up to $250/hr | Up to $5,000 | Not published |
| Calculated WealthMadison | $400/hr | $4,500–$60,000 | $10,000–$60,000/yr |
| Capital Coordinators CompanyEau ClaireNo AUM fee | $150/hr | Not published | Not published |
| Castle FinancialVerona | Not published | $1,000–$5,000 | Not published |
| Circle R Wealth LLCCrivitz | Not published | Not published | $100/mo |
| Clarke Financial Counsel, LLCWhitefish BayNo AUM fee | $325/hr | $3,250–$13,000 | 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 |
| Compound Wealth, Advisory and Tax LLCWaunakee | Not published | $2,500–$10,000 | $5,000/yr |
| Cushing Capital Partners, LLCDelafield | Not published | Not published | $20,000/yr |
| CWP Private Wealth ManagementWest Bend | $200–$300/hr | Not published | Not published |
| Denali Wealth Management, Inc.Mequon | $150–$500/hr | Not published | $100/mo |
| Diamond Wealth PartnersLodi | Not published | $250 | Not published |
| Direction Financial Management, LLCGermantownNo AUM fee | $360/hr | Not published | Not published |
| Diversified Capital Wealth Management, LLCMequon | $200–$300/hr | Not published | Not published |
| Dream Bigger Financial, LLCMilwaukee | Not published | $299 | $100–$700/mo |
| Dream Lake Financial LLCSaukville | Not published | $500–$3,000 | Not published |
| Elite Wealth Management, Inc.Plover | Not published | $500 | Not published |
| Enrich Financial Partners LLCMadison | $300–$750/hr | Not published | Not published |
| Entasis Asset Management LLCBrookfield | Not published | Not published | $4,000/yr |
| Entirement Financial Planning LLCWatertown | Not published | $1,500–$20,000 | Not published |
| Epiphany Health & WealthGreen Bay | Not published | $1,000–$5,000 | Not published |
| Evexia Wealth, LLCStevens Point | Not published | Not published | $1,800–$30,000/yr |
| 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 Service Group IncMount Pleasant | $250/hr | Not published | $200/mo |
| Financial Strategies, Inc.Brookfield | $300/hr | $1,000–$15,000 | Not published |
| Fiscal Fitness, LLCVeronaNo AUM fee | $350/hr | Not published | Not published |
| Form Wealth Advisors, LLCLake Geneva | Not published | $1,000–$4,000 | Not published |
| Forward Investment Advisors, Inc.Madison | $120/hr | Not published | Not published |
| Founder360° Family OfficeMequon | $250/hr | Not published | $50/mo |
| Franson Financial LLCHayward | Not published | Not published | $2,000/qtr |
| Gallatin Financial Advisors, LLCMequon | $250/hr | $1,200 | $129/mo |
| Gateway Wealth Partners, LLCAppleton | $400/hr | $15,000 | Not published |
| Gentian Financial, Inc.Mequon | $150–$300/hr | $250–$25,000 | Not published |
| Global View Capital Management LLCWaukesha | $350/hr | Not published | Not published |
| Granite Financial GroupBrookfield | $350/hr | $1,500–$10,000 | Not published |
| GTG Wealth Management, LLCElm GroveNo AUM fee | $150/hr | Not published | Not published |
| Harvest Horizon Wealth StrategiesAmery | $250/hr | $1,200 | Not published |
| Hilltop Financial AdvisorsMilwaukee | $250/hr | $2,000–$4,000 | Not published |
| Iag Wealth Partners, LLCWaukesha | $75–$300/hr | $1,200 | Not published |
| Isthmus Partners, LLCMadison | $250/hr | $500–$5,000 | Not published |
| J Kaiser Management, LLCLadysmith | $200/hr | Not published | Not published |
| Jacobson & Schmitt Advisors, LLCMiddleton | Not published | $5,000 | Not published |
| Jby Financial PlanningSun Prairie | Not published | $1,200–$6,000 | Not published |
| John F Suby Wealth Management LLCMadison | $100–$500/hr | $500–$25,000 | Not published |
| Jones Financial Consulting, LLCEau Claire | $200/hr | $1,000–$2,000 | $1,000–$5,000/yr |
| Jordan Financial Life PlanningKenosha | $250/hr | $500 | Not published |
| Kardinal FinancialVeronaNo AUM fee | Not published | Not published | $2,400–$12,000/yr |
| Kolash Wealth Strategies, LLCAppleton | $210/hr | $200–$5,000 | Not published |
| Kom Wealth Management Group, LLCAppleton | $125–$400/hr | Not published | $1,250–$14,000/yr |
| Korbitz Financial Planning LLCMilwaukeeNo AUM fee | $460/hr | Not published | Not published |
| Kramer Investment Services, LLCLake Geneva | $200/hr | $2,500 | Not published |
| Larson Wealth Management, LLCWest Bend | $200/hr | Not published | Not published |
| Launch Wealth ManagementWaukesha | $300/hr | $2,500 | Not published |
| Leach, Bickmore & Weiss Wealth Management, LLCMadison | $300/hr | Not published | $1,500/mo |
| Leverty Financial Group, LLCHudson | Not published | $250–$25,000 | Not published |
| Liberty Financial Group, Inc.Elm Grove | $250–$500/hr | Not published | Not published |
| Lindenwood Financial LLCMadison | Not published | $3,000–$20,000 | Not published |
| Longevity Wealth Advisory LLCSparta | Not published | Not published | $1,500/yr |
| Macco Financial Group, Inc.Green Bay | Not published | Not published | $150–$450/qtr |
| Mapt CapitalMadison | Not published | $3,000–$20,000 | Not published |
| Mbe Wealth Management, LLCTomah | $100–$300/hr | $500–$2,500 | Not published |
| Mcglone Suttner Wealth Management, Inc.Appleton | $250/hr | Not published | Not published |
| Mckinley Money, LLCEau-claire | $500/hr | Not published | Not published |
| Medvest Wealth Management, LLCAltoona | $250/hr | Not published | Not published |
| Midwest Asset Management, Inc.Verona | $300–$500/hr | Not published | Not published |
| Midwest Wealth Solutions LLCBrookfield | $400/hr | $8,000 | Not published |
| Milborn Advisors, LTDMilwaukee | Not published | $1,000–$10,000 | Not published |
| Milestone Investment Advisors, LLCMiddleton | $300/hr | Not published | $2,500/yr |
| Mueller WealthMishicot | $500/hr | $1,500–$25,000 | Not published |
| Paladin PartnersHartland | $175–$750/hr | Not published | Not published |
| Park Capital Management, LLCMadison | $250/hr | $300–$10,000 | Not published |
| Perk PlanningMadisonNo AUM fee | Not published | $1,900 | Not published |
| Plus Group Wealth Advisors, LLCBelgium | $385/hr | Not published | $6,249/yr |
| Point Wealth, LLCWausau | $250/hr | Not published | $50–$1,000/mo |
| Portfolio Design Services, LLCRiver Falls | $250/hr | Not published | Not published |
| Prepared Financial PlanningMilwaukee | $400/hr | $2,000–$20,000 | $1,250–$6,250/qtr |
| Professional Financial Management, Inc.Appleton | $250/hr | $1,500 | $125/qtr |
| Prophet Wealth ManagementKenosha | $150/hr | Not published | Not published |
| Prosperilux LLCDenmark | $250/hr | $250–$5,000 | Not published |
| Quintessence Wealth Collective LLCMilwaukee | $350/hr | $600–$15,000 | Not published |
| Red Granite Wealth ManagementManitowoc | $50–$200/hr | Not published | Not published |
| Resonant Capital Advisors, LLCMadison | $100–$350/hr | $1,000–$5,000 | $5,000/yr |
| Retirement Income Planning LLCMadison | Not published | $750–$10,000 | Not published |
| Retirement Income Strategies, LLCEvansville | $350/hr | $1,500 | Not published |
| Review Services IncBrookfield | $100–$300/hr | $500 | $4,000/yr |
| Richardson Capital Management, LLCMenomonee Falls | $350/hr | $2,500 | Not published |
| Riverwater Partners LLCMilwaukee | Not published | $3,000–$5,000 | Not published |
| Rosemeyer Management GroupPlatteville | $100–$500/hr | $5,000–$20,000 | Not published |
| Sentinel Advisory Group, LLCMiddleton | $500/hr | Not published | Not published |
| Shellcrest Financial LLCMiddleton | $800/hr | $30,000–$75,000 | Not published |
| Simplicity Financial, LLCMilwaukee | Not published | $500–$2,000 | Not published |
| SKP WealthGlendale | $350–$550/hr | $6,000–$10,000 | $125/mo |
| Spectrum Investment Advisors, Inc.Mequon | Not published | Not published | $2,000/yr |
| Sterling Capital Management IncBrookfield | $350/hr | Not published | Not published |
| Summit Financial Management LLCMequon | $250–$500/hr | $1,000–$25,000 | Not published |
| T/r Financial Management Group, LLCNew Richmond | $100–$250/hr | Not published | Not published |
| Threshold Compass Strategies, Inc.SheboyganNo AUM fee | $300–$500/hr | $1,800–$4,500 | $300–$2,000/yr |
| Transform RetirementDe Pere | Not published | Not published | $900–$2,000/yr |
| Trinity Financial PlanningMiddleton | $275–$625/hr | Not published | Not published |
| Uncommon Cents InvestingJanesville | $300/hr | Not published | Not published |
| Valkyrie FinancialAppleton | $350/hr | Not published | $200–$700/mo |
| Verus Wealth ManagementDe Pere | Not published | $4,000–$10,000 | $6,000/yr |
| Walkner Condon Financial Advisors LLCVerona | Not published | $2,500 | Not published |
| Warden Wealth Management, LLCMilwaukee | $250/hr | Not published | Not published |
| Wegner Asset Management, LLCMiddleton | $500/hr | Not published | Not published |
| Winch FinancialAppleton | Not published | $3,000–$20,000 | Not published |
| Windermere Wealth Advisors, LLCElm Grove | $500/hr | $3,000 | $10,000/yr |
| Windward Wealth Strategies, Inc.Oshkosh | $200–$400/hr | $1,000–$3,500 | Not published |
| Wisconsin Wealth Advisors, LLCSun Prairie | $300/hr | $500–$5,000 | Not published |
| Wismed Financial, Inc.Fitchburg | $250/hr | $1,500–$12,000 | Not published |
| Yahara Wealth Management LLCMadison | Not published | Not published | $2,500/qtr |
No firms match these filters.
Other registered firms that do not publish dollar fees (61)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 1492 Capital Management, LLC, Milwaukee
- 1834 Investment Advisors Co., Milwaukee
- 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
- Central Wealth Management LLC, Madison
- Collar Capital Management, LLC, Appleton
- Conceptual Financial Advisors, LLC, Appleton
- Copper Harbor Investment Advisors, LLC, Appleton
- Cornerstone Financial Consulting, LLC, Depere
- Cornerstone Financial Group, Appleton
- D/b/a Financial Awareness Institute, Sharon
- Denarius Wealth Management, Appleton
- Diversified Management Inc, Milwaukee
- Drake & Associates, LLC, Waukesha
- 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
- Geder Investment Management, Inc., Elm Grove
- Goalbridge Wealth Management, LLC, Appleton
- Harmony Wealth, Madison
- Heck Capital Advisors, LLC, Rhinelander
- Jeske Asset Management, LLC, Eau Claire
- JMR Financial Group, Superior
- Johnson Wealth Inc., Milwaukee
- Keystone Financial, Eau Claire
- Kindness Financial Planning, Madison
- 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
- 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
- Wealth Planning Advisors LLC, Stoughton
- Wisco Investment Management LLC, Madison