{
  "path": "/advisors/wi/flat-fee",
  "url": "https://advisorcensus.com/advisors/wi/flat-fee/page/2",
  "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": 2,
  "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": 281520,
      "name": "CWP Private Wealth Management",
      "name_as_filed": "CWP PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cwp-private-wealth-management-west-bend-wi-281520",
      "city": "West Bend",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105879,
      "name": "Dana Investment Advisors Inc",
      "name_as_filed": "DANA INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879",
      "city": "Waukesha",
      "state": "WI",
      "years_registered": 47,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153323,
      "name": "Denali Wealth Management, Inc.",
      "name_as_filed": "DENALI WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168989,
      "name": "Denarius Wealth Management",
      "name_as_filed": "DENARIUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/denarius-wealth-management-appleton-wi-168989",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321866,
      "name": "Diamond Wealth Partners",
      "name_as_filed": "DIAMOND WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/diamond-wealth-partners-321866",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165985,
      "name": "Direction Financial Management, LLC",
      "name_as_filed": "DIRECTION FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985",
      "city": "Germantown",
      "state": "WI",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106680,
      "name": "Diversified Management Inc",
      "name_as_filed": "DIVERSIFIED MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 32,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323117,
      "name": "Dream Bigger Financial, LLC",
      "name_as_filed": "DREAM BIGGER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/dream-bigger-financial-llc-323117",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329789,
      "name": "Dream Lake Financial LLC",
      "name_as_filed": "DREAM LAKE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/dream-lake-financial-llc-329789",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140283,
      "name": "Duell Financial Strategies",
      "name_as_filed": "DUELL FINANCIAL STRATEGIES",
      "url": "https://advisorcensus.com/firm/duell-financial-strategies-appleton-wi-140283",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301432,
      "name": "Ecio, Inc.",
      "name_as_filed": "ECIO, INC.",
      "url": "https://advisorcensus.com/firm/ecio-inc-madison-wi-301432",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137734,
      "name": "Eclipse Asset Management LLC",
      "name_as_filed": "ECLIPSE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/eclipse-asset-management-llc-137734",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333159,
      "name": "Elite Wealth Management, Inc.",
      "name_as_filed": "ELITE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/elite-wealth-management-inc-plover-wi-333159",
      "city": "Plover",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173851,
      "name": "Ellenbecker Investment Group",
      "name_as_filed": "ELLENBECKER INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851",
      "city": "Waukesha",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108652,
      "name": "Endowment Wealth Management, Inc.",
      "name_as_filed": "ENDOWMENT WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/endowment-wealth-management-inc-appleton-wi-108652",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111234,
      "name": "Enrich Financial Partners LLC",
      "name_as_filed": "ENRICH FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/enrich-financial-partners-llc-madison-wi-111234",
      "city": "Madison",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282711,
      "name": "Entasis Asset Management LLC",
      "name_as_filed": "ENTASIS ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330359,
      "name": "Entirement Financial Planning LLC",
      "name_as_filed": "ENTIREMENT FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/entirement-financial-planning-llc-watertown-wi-330359",
      "city": "Watertown",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341524,
      "name": "Epiphany Health & Wealth",
      "name_as_filed": "EPIPHANY HEALTH & WEALTH",
      "url": "https://advisorcensus.com/firm/epiphany-health-and-wealth-341524",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323788,
      "name": "Evexia Wealth, LLC",
      "name_as_filed": "EVEXIA WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788",
      "city": "Stevens Point",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289745,
      "name": "Evolution Financial LLC",
      "name_as_filed": "EVOLUTION FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/evolution-financial-llc-madison-wi-289745",
      "city": "Madison",
      "state": "WI",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342341,
      "name": "Fahey Retirement Partners",
      "name_as_filed": "FAHEY RETIREMENT PARTNERS",
      "url": "https://advisorcensus.com/firm/fahey-retirement-partners-342341",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156132,
      "name": "Family Investment Planning, LLC",
      "name_as_filed": "FAMILY INVESTMENT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132",
      "city": "Elm Grove",
      "state": "WI",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327737,
      "name": "Fiduciaone",
      "name_as_filed": "FIDUCIAONE",
      "url": "https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737",
      "city": "Pewaukee",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313361,
      "name": "Fiduciary Financial Planning Network",
      "name_as_filed": "FIDUCIARY FINANCIAL PLANNING NETWORK",
      "url": "https://advisorcensus.com/firm/fiduciary-financial-planning-network-onalaska-wi-313361",
      "city": "Onalaska",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312125,
      "name": "Fiduciary Insight, LLC",
      "name_as_filed": "FIDUCIARY INSIGHT, LLC",
      "url": "https://advisorcensus.com/firm/fiduciary-insight-llc-312125",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337686,
      "name": "Financial Advisory Group, Inc.",
      "name_as_filed": "FINANCIAL ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/financial-advisory-group-inc-appleton-wi-337686",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107893,
      "name": "Financial Service Group Inc",
      "name_as_filed": "FINANCIAL SERVICE GROUP INC",
      "url": "https://advisorcensus.com/firm/financial-service-group-inc-mount-pleasant-wi-107893",
      "city": "Mount Pleasant",
      "state": "WI",
      "years_registered": 34,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105422,
      "name": "Financial Services of Northeast Wisconsin, Inc.",
      "name_as_filed": "FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.",
      "url": "https://advisorcensus.com/firm/financial-services-of-northeast-wisconsin-inc-hortonville-wi-105422",
      "city": "Hortonville",
      "state": "WI",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113097,
      "name": "Financial Strategies, Inc.",
      "name_as_filed": "FINANCIAL STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140148,
      "name": "Fiscal Fitness, LLC",
      "name_as_filed": "FISCAL FITNESS, LLC",
      "url": "https://advisorcensus.com/firm/fiscal-fitness-llc-verona-wi-140148",
      "city": "Verona",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326519,
      "name": "Form Wealth Advisors, LLC",
      "name_as_filed": "FORM WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/form-wealth-advisors-llc-lake-geneva-wi-326519",
      "city": "Lake Geneva",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339296,
      "name": "FOUNDER360° Family Office",
      "name_as_filed": "FOUNDER360° FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/founder360-family-office-339296",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130687,
      "name": "Francis LLC",
      "name_as_filed": "FRANCIS LLC",
      "url": "https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105150,
      "name": "Friedlander & Co Inc",
      "name_as_filed": "FRIEDLANDER & CO INC",
      "url": "https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 44,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335273,
      "name": "Future First Finance, LLC",
      "name_as_filed": "FUTURE FIRST FINANCE, LLC",
      "url": "https://advisorcensus.com/firm/future-first-finance-llc-335273",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
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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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}