{
  "path": "/advisors/wi/flat-fee",
  "url": "https://advisorcensus.com/advisors/wi/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Wisconsin",
  "filters": {},
  "scope_total": 208,
  "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 208 investment advisory firms with a principal office in Wisconsin that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Wisconsin: 208 firms from Form ADV filings as of October 2026.",
  "total_firms": 208,
  "page": 1,
  "total_pages": 5,
  "sort": "name",
  "registration_types": {
    "sec": 111,
    "state": 97,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 78
    },
    {
      "code": "percentage_of_aum",
      "count": 189
    },
    {
      "code": "hourly",
      "count": 129
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 208
    },
    {
      "code": "commissions",
      "count": 10
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 30
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 76
    },
    {
      "code": "5_to_9",
      "count": 38
    },
    {
      "code": "10_to_19",
      "count": 52
    },
    {
      "code": "20_plus",
      "count": 42
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 45
    },
    {
      "code": "25m_100m",
      "count": 33
    },
    {
      "code": "100m_500m",
      "count": 58
    },
    {
      "code": "500m_1b",
      "count": 21
    },
    {
      "code": "1b_5b",
      "count": 21
    },
    {
      "code": "over_5b",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 19
    }
  ],
  "firms": [
    {
      "crd_number": 148566,
      "name": "1492 Capital Management, LLC",
      "name_as_filed": "1492 CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/1492-capital-management-llc-milwaukee-wi-148566",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105435,
      "name": "1834 Investment Advisors Co.",
      "name_as_filed": "1834 INVESTMENT ADVISORS CO.",
      "url": "https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 50,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282495,
      "name": "401K Investment Professionals",
      "name_as_filed": "401K INVESTMENT PROFESSIONALS",
      "url": "https://advisorcensus.com/firm/401k-investment-professionals-waunakee-wi-282495",
      "city": "Waunakee",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113020,
      "name": "Advisors Management Group Inc",
      "name_as_filed": "ADVISORS MANAGEMENT GROUP INC",
      "url": "https://advisorcensus.com/firm/advisors-management-group-inc-la-crosse-wi-113020",
      "city": "La Crosse",
      "state": "WI",
      "years_registered": 37,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143387,
      "name": "Alliance Wealth Management Milwaukee, Inc.",
      "name_as_filed": "ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.",
      "url": "https://advisorcensus.com/firm/alliance-wealth-management-milwaukee-inc-milwaukee-wi-143387",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139721,
      "name": "Alpha Investment Consulting Group, LLC",
      "name_as_filed": "ALPHA INVESTMENT CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277134,
      "name": "Andrae Financial Services LLC",
      "name_as_filed": "ANDRAE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/andrae-financial-services-llc-277134",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316462,
      "name": "Anew Advisors, LLC",
      "name_as_filed": "ANEW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462",
      "city": "Wauwatosa",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127987,
      "name": "Annex Wealth Management, LLC",
      "name_as_filed": "ANNEX WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/annex-wealth-management-llc-brookfield-wi-127987",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312256,
      "name": "Anthony Capital Management, LLC",
      "name_as_filed": "ANTHONY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/anthony-capital-management-llc-de-pere-wi-312256",
      "city": "De Pere",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313555,
      "name": "Apex Fiduciary Advisors LLC",
      "name_as_filed": "APEX FIDUCIARY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/apex-fiduciary-advisors-llc-middleton-wi-313555",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113576,
      "name": "Appleton Investment Management Inc.",
      "name_as_filed": "APPLETON INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/appleton-investment-management-inc-hortonville-wi-113576",
      "city": "Hortonville",
      "state": "WI",
      "years_registered": 38,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 220516,
      "name": "ASC 401(K) Management",
      "name_as_filed": "ASC 401(K) MANAGEMENT",
      "url": "https://advisorcensus.com/firm/asc-401-k-management-appleton-wi-220516",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284036,
      "name": "Atlatl Advisers",
      "name_as_filed": "ATLATL ADVISERS",
      "url": "https://advisorcensus.com/firm/atlatl-advisers-madison-wi-284036",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298165,
      "name": "Avaii Wealth Management, LLC",
      "name_as_filed": "AVAII WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/avaii-wealth-management-llc-appleton-wi-298165",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167811,
      "name": "Baker Tilly Wealth Management, LLC",
      "name_as_filed": "BAKER TILLY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/baker-tilly-wealth-management-llc-madison-wi-167811",
      "city": "Madison",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300281,
      "name": "Behl Wealth Management",
      "name_as_filed": "BEHL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281",
      "city": "Delafield",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335431,
      "name": "Bernicke Wealth Management",
      "name_as_filed": "BERNICKE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bernicke-wealth-management-altoona-wi-335431",
      "city": "Altoona",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147987,
      "name": "Bertram Financial Advisor Services",
      "name_as_filed": "BERTRAM FINANCIAL ADVISOR SERVICES",
      "url": "https://advisorcensus.com/firm/bertram-financial-advisor-services-mineral-point-wi-147987",
      "city": "Mineral Point",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323928,
      "name": "BKM Wealth Management",
      "name_as_filed": "BKM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158020,
      "name": "Blackhawk Capital Partners, LLC",
      "name_as_filed": "BLACKHAWK CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/blackhawk-capital-partners-llc-thiensville-wi-158020",
      "city": "Thiensville",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342294,
      "name": "Blackhorn Partners",
      "name_as_filed": "BLACKHORN PARTNERS",
      "url": "https://advisorcensus.com/firm/blackhorn-partners-middleton-wi-342294",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149544,
      "name": "Bleidorn Tax & Investment Services, LLC",
      "name_as_filed": "BLEIDORN TAX & INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/bleidorn-tax-and-investment-services-llc-149544",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153995,
      "name": "Bluemound Asset Management, LLC",
      "name_as_filed": "BLUEMOUND ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995",
      "city": "Muskego",
      "state": "WI",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323065,
      "name": "Borger Capital Management LLC",
      "name_as_filed": "BORGER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/borger-capital-management-llc-wausau-wi-323065",
      "city": "Wausau",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311906,
      "name": "Borges Financial",
      "name_as_filed": "BORGES FINANCIAL",
      "url": "https://advisorcensus.com/firm/borges-financial-311906",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130919,
      "name": "Brook Capital",
      "name_as_filed": "BROOK CAPITAL",
      "url": "https://advisorcensus.com/firm/brook-capital-brookfield-wi-130919",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331360,
      "name": "Bruce Wood Capital, LLC",
      "name_as_filed": "BRUCE WOOD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bruce-wood-capital-llc-mequon-wi-331360",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123252,
      "name": "Buena Vista Investment Management LLC",
      "name_as_filed": "BUENA VISTA INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/buena-vista-investment-management-llc-wisconsin-rapids-wi-123252",
      "city": "Wisconsin Rapids",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106283,
      "name": "Bultman Investment Management, Inc.",
      "name_as_filed": "BULTMAN INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170627,
      "name": "Buska Wealth Management, LLC",
      "name_as_filed": "BUSKA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buska-wealth-management-llc-wausau-wi-170627",
      "city": "Wausau",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157149,
      "name": "C.R. Haupt LLC",
      "name_as_filed": "C.R. HAUPT LLC",
      "url": "https://advisorcensus.com/firm/c-r-haupt-llc-eau-claire-wi-157149",
      "city": "Eau Claire",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318985,
      "name": "Calculated Wealth",
      "name_as_filed": "CALCULATED WEALTH",
      "url": "https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107003,
      "name": "Campbell Newman Asset Management Inc",
      "name_as_filed": "CAMPBELL NEWMAN ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 54,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145329,
      "name": "Capital Innovations, LLC",
      "name_as_filed": "CAPITAL INNOVATIONS, LLC",
      "url": "https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329",
      "city": "Waukesha",
      "state": "WI",
      "years_registered": 15,
      "raum_band": "500m_1b",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}