Fee only financial advisors in Appleton, Wisconsin: hourly and flat fee prices

17 registered advisers based in Appleton offer financial planning for an hourly, fixed or subscription fee, with no commissions.

8 of the 17 fee only firms based in Appleton publish dollar fees. Their median hourly rate is $250 and their median flat or project fee is $7,050. Updated October 2026.

What advisors in Appleton charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$250/hr$225⁠-⁠$350/hr7 firms
Flat or project fee$7,050$2,600⁠-⁠$15,0004 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Appleton and their published fees

8 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Avaii Wealth Management, LLC$150⁠-⁠$300/hrNot published$5,000⁠-⁠$30,000/yr
Gateway Wealth Partners, LLC$400/hr$15,000Not published
Kolash Wealth Strategies, LLC$210/hr$200⁠-⁠$5,000Not published
Kom Wealth Management Group, LLC$125⁠-⁠$400/hrNot published$1,250⁠-⁠$14,000/yr
Mcglone Suttner Wealth Management, Inc.$250/hrNot publishedNot published
Professional Financial Management, Inc.$250/hr$1,500$125/qtr
Valkyrie Financial$350/hrNot published$200⁠-⁠$700/mo
Winch FinancialNot published$3,000⁠-⁠$20,000Not published
Other registered firms that don't publish dollar fees (9)

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

See all fee only advisors in Wisconsin