Financial advisors
Fee-only financial advisors in Wisconsin
183 fee-only investment advisers in Wisconsin serve individuals, across 62 cities. 122 offer hourly or flat-fee arrangements and 118 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Milwaukee 34
- Madison 23
- Appleton 14
- Brookfield 8
- Mequon 7
- Waukesha 6
- Green Bay 6
- Middleton 6
- Oshkosh 4
- Elm Grove 4
- Wauwatosa 3
- Delafield 3
- Wausau 3
- Kenosha 3
- Eau Claire 3
Fee-only advisers in Wisconsin serving the most individuals
- Gateway Wealth Partners, LLC Appleton · 7,312 individual clients
- Nicolet Wealth Management Green Bay · 3,791 individual clients
- Orgel Wealth Management, LLC Altoona · 3,786 individual clients
- North Star Asset Management Inc Neenah · 3,442 individual clients
- Mbe Wealth Management, LLC Tomah · 2,536 individual clients
- Iag Wealth Partners, LLC Waukesha · 2,339 individual clients
- Ellenbecker Investment Group Waukesha · 2,277 individual clients
- Johnson Wealth Inc. Milwaukee · 2,238 individual clients
- Madison Partners Madison · 2,042 individual clients
- Advisors Management Group Inc La Crosse · 1,912 individual clients
Looking for an adviser in Wisconsin?
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Other Wisconsin cities
Altoona
Amery
Bayfield
Belgium
Casco
- LNB Financial LLC $37M
Cedarburg
- PJS Wealth Partners $852M
De Pere
- Verus Wealth Management $143M
East Troy
- Coast Advisory LLC $122M
Fitchburg
Germantown
- Direction Financial Management, LLC Not reported
Grafton
Greenfield
Hartland
Hayward
- Franson Financial LLC $2.2M
Hobart
- Vestura, LLC $337M
Hortonville
La Crosse
Ladysmith
- J Kaiser Management, LLC $305K
Lake Geneva
- Form Wealth Advisors, LLC $1.1B
- Geneva Partners, LLC $424M
Little Suamico
Manitowoc
McFarland
Menasha
Mount Pleasant
Muskego
Oak Creek
Onalaska
Pewaukee
Platteville
Port Washington
Rhinelander
- Heck Capital Advisors, LLC $11.3B
River Falls
Sharon
Sister Bay
Somers
Stevens Point
- Evexia Wealth, LLC $386M
Superior
- JMR Financial Group $68M
Thiensville
- The Milwaukee Company $1.3B
Tomah
Two Rivers
Verona
- Fiscal Fitness, LLC Not reported
- Walkner Condon Financial Advisors LLC $1.0B
Waterford
Watertown
Waunakee
West Bend
Wisconsin Rapids
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.