{ "path": "/advisors/wi/fee-only", "url": "https://advisorcensus.com/advisors/wi/fee-only/page/3", "page_type": "state_fee", "title": "Fee-only financial advisors in Wisconsin", "filters": {}, "scope_total": 156, "faq": [ { "q": "How many financial advisory firms are there in Wisconsin?", "a": "AdvisorCensus lists 416 investment advisory firms with a principal office in Wisconsin, from Form ADV filings as of October 2026: 196 SEC-registered, 180 state-registered, and 40 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Wisconsin?", "a": "156 of the 416 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Wisconsin offer financial planning?", "a": "253 of the 376 firms in Wisconsin that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Wisconsin fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 156 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 156 investment advisory firms with a principal office in Wisconsin that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Wisconsin: 156 firms from Form ADV filings as of October 2026.", "total_firms": 156, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 70, "state": 86, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 156 }, { "code": "percentage_of_aum", "count": 149 }, { "code": "hourly", "count": 59 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 78 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 54 }, { "code": "5_to_9", "count": 22 }, { "code": "10_to_19", "count": 43 }, { "code": "20_plus", "count": 37 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 55 }, { "code": "25m_100m", "count": 27 }, { "code": "100m_500m", "count": 40 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 11 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 168429, "name": "Milestone Investment Advisors, LLC", "name_as_filed": "MILESTONE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/milestone-investment-advisors-llc-middleton-wi-168429", "city": "Middleton", "state": "WI", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301929, "name": "Navigant Consulting", "name_as_filed": "NAVIGANT CONSULTING", "url": "https://advisorcensus.com/firm/navigant-consulting-301929", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328297, "name": "Nelson Financial Services", "name_as_filed": "NELSON FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/nelson-financial-services-328297", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125179, "name": "Neuenschwander Asset Management, LLC", "name_as_filed": "NEUENSCHWANDER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/neuenschwander-asset-management-llc-mcfarland-wi-125179", "city": "McFarland", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106489, "name": "North Star Asset Management Inc", "name_as_filed": "NORTH STAR ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/north-star-asset-management-inc-neenah-wi-106489", "city": "Neenah", "state": "WI", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132006, "name": "Northlake Capital Management, LLC", "name_as_filed": "NORTHLAKE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northlake-capital-management-llc-bayfield-wi-132006", "city": "Bayfield", "state": "WI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169334, "name": "Omelina Group Wealth Management Inc.", "name_as_filed": "OMELINA GROUP WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/omelina-group-wealth-management-inc-169334", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287465, "name": "Operose Advisors LLC", "name_as_filed": "OPEROSE ADVISORS LLC", "url": "https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465", "city": "Milwaukee", "state": "WI", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168219, "name": "Orgel Wealth Management, LLC", "name_as_filed": "ORGEL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/orgel-wealth-management-llc-altoona-wi-168219", "city": "Altoona", "state": "WI", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132024, "name": "Paladin Partners", "name_as_filed": "PALADIN PARTNERS", "url": "https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024", "city": "Hartland", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156826, "name": "Pamela Otten LLC", "name_as_filed": "PAMELA OTTEN LLC", "url": "https://advisorcensus.com/firm/pamela-otten-llc-156826", "city": null, "state": null, "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111246, "name": "Pavlic Investment Advisors, Inc.", "name_as_filed": "PAVLIC INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/pavlic-investment-advisors-inc-delafield-wi-111246", "city": "Delafield", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104701, "name": "PJS Investment Management", "name_as_filed": "PJS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701", "city": "Cedarburg", "state": "WI", "years_registered": 44, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131506, "name": "Portfolio Design Services, LLC", "name_as_filed": "PORTFOLIO DESIGN SERVICES, LLC", "url": "https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506", "city": "River Falls", "state": "WI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342875, "name": "Precision Capital Planning LLC", "name_as_filed": "PRECISION CAPITAL PLANNING LLC", "url": "https://advisorcensus.com/firm/precision-capital-planning-llc-342875", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338140, "name": "Premium Alpha Capital, LLC", "name_as_filed": "PREMIUM ALPHA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/premium-alpha-capital-llc-338140", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281702, "name": "Prism Wealth Management", "name_as_filed": "PRISM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prism-wealth-management-middleton-wi-281702", "city": "Middleton", "state": "WI", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154016, "name": "Professional Financial Management, Inc.", "name_as_filed": "PROFESSIONAL FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016", "city": "Appleton", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113481, "name": "Prophet Wealth Management", "name_as_filed": "PROPHET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prophet-wealth-management-kenosha-wi-113481", "city": "Kenosha", "state": "WI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110118, "name": "Provident Trust Company", "name_as_filed": "PROVIDENT TRUST COMPANY", "url": "https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118", "city": "Waukesha", "state": "WI", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318967, "name": "RB Investment Management Inc.", "name_as_filed": "RB INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967", "city": "Little Suamico", "state": "WI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330066, "name": "Red Granite Wealth Management", "name_as_filed": "RED GRANITE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/red-granite-wealth-management-manitowoc-wi-330066", "city": "Manitowoc", "state": "WI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327778, "name": "Revise Capital LLC", "name_as_filed": "REVISE CAPITAL LLC", "url": "https://advisorcensus.com/firm/revise-capital-llc-327778", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113117, "name": "REX Leigh Jones", "name_as_filed": "REX LEIGH JONES", "url": "https://advisorcensus.com/firm/rex-leigh-jones-madison-wi-113117", "city": "Madison", "state": "WI", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329230, "name": "RIVER1 Asset Management LLC", "name_as_filed": "RIVER1 ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230", "city": "Milwaukee", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168983, "name": "RWH Asset Management", "name_as_filed": "RWH ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/rwh-asset-management-kenosha-wi-168983", "city": "Kenosha", "state": "WI", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111950, "name": "Shakespeare Wealth Management, LLC", "name_as_filed": "SHAKESPEARE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shakespeare-wealth-management-llc-pewaukee-wi-111950", "city": "Pewaukee", "state": "WI", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331940, "name": "Significance Capital Management LLC", "name_as_filed": "SIGNIFICANCE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/significance-capital-management-llc-milwaukee-wi-331940", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313417, "name": "Sperka Investment Management, LLC", "name_as_filed": "SPERKA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sperka-investment-management-llc-313417", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334549, "name": "Spruce Hill Capital", "name_as_filed": "SPRUCE HILL CAPITAL", "url": "https://advisorcensus.com/firm/spruce-hill-capital-334549", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171869, "name": "Stockbridge Private Wealth Management, LLC", "name_as_filed": "STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stockbridge-private-wealth-management-llc-171869", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289217, "name": "Sullivan Investment Management LLC", "name_as_filed": "SULLIVAN INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sullivan-investment-management-llc-wisconsin-rapids-wi-289217", "city": "Wisconsin Rapids", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285353, "name": "Summit Financial Management LLC", "name_as_filed": "SUMMIT FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/summit-financial-management-llc-mequon-wi-285353", "city": "Mequon", "state": "WI", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174970, "name": "T. Anton Investment House, Inc.", "name_as_filed": "T. ANTON INVESTMENT HOUSE, INC.", "url": "https://advisorcensus.com/firm/t-anton-investment-house-inc-madison-wi-174970", "city": "Madison", "state": "WI", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331128, "name": "The Kieckhefer Group", "name_as_filed": "THE KIECKHEFER GROUP", "url": "https://advisorcensus.com/firm/the-kieckhefer-group-mequon-wi-331128", "city": "Mequon", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123452, "name": "The Milwaukee Company", "name_as_filed": "THE MILWAUKEE COMPANY", "url": "https://advisorcensus.com/firm/the-milwaukee-company-thiensville-wi-123452", "city": "Thiensville", "state": "WI", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108931, "name": "The Milwealth Group, LLC", "name_as_filed": "THE MILWEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/the-milwealth-group-llc-milwaukee-wi-108931", "city": "Milwaukee", "state": "WI", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326874, "name": "The Olympia Group LLC", "name_as_filed": "THE OLYMPIA GROUP LLC", "url": "https://advisorcensus.com/firm/the-olympia-group-llc-326874", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 120726, "name": "Thomas Financial Planning, LLC", "name_as_filed": "THOMAS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/thomas-financial-planning-llc-120726", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129609, "name": "Thompson Investment Management, Inc.", "name_as_filed": "THOMPSON INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/thompson-investment-management-inc-madison-wi-129609", "city": "Madison", "state": "WI", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139873, "name": "Tone Financial Advisors, LLC", "name_as_filed": "TONE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tone-financial-advisors-llc-139873", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316463, "name": "Top Shelf Advisors", "name_as_filed": "TOP SHELF ADVISORS", "url": "https://advisorcensus.com/firm/top-shelf-advisors-316463", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108739, "name": "Tower View Wealth Management LLC", "name_as_filed": "TOWER VIEW WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tower-view-wealth-management-llc-oshkosh-wi-108739", "city": "Oshkosh", "state": "WI", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317252, "name": "Transform Retirement", "name_as_filed": "TRANSFORM RETIREMENT", "url": "https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252", "city": "Green Bay", "state": "WI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313178, "name": "Valkyrie Financial", "name_as_filed": "VALKYRIE FINANCIAL", "url": "https://advisorcensus.com/firm/valkyrie-financial-313178", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], 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