# Flat-fee financial advisors in Wisconsin

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wi/flat-fee/page/4

## At a glance

- Investment advisory firms: 208
- Registration: SEC-registered investment adviser: 111, State-registered investment adviser: 97
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 78 (38%); Percentage of assets 189 (91%); Hourly charges 129 (62%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 208 (100%); Commissions 10 (5%); Performance-based fees 7 (3%); Other 30 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 45 (22%); $25 million to $100 million 33 (16%); $100 million to $500 million 58 (28%); $500 million to $1 billion 21 (10%); $1 billion to $5 billion 21 (10%); Over $5 billion 11 (5%); Not reported 19 (9%)
- Years registered: Under 5 years 76 (37%); 5 to 9 years 38 (18%); 10 to 19 years 52 (25%); 20 years or more 42 (20%)

## Firms (page 4 of 5, 151 to 200 of 208, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Operose Advisors LLC](https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465) ([md](https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465.md)) | 287465 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Orgel Wealth Management, LLC](https://advisorcensus.com/firm/orgel-wealth-management-llc-altoona-wi-168219) ([md](https://advisorcensus.com/firm/orgel-wealth-management-llc-altoona-wi-168219.md)) | 168219 | Altoona, WI | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee |
| [Packerland Brokerage Services, Inc.](https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031) ([md](https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031.md)) | 37031 | Green Bay, WI | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Paladin Partners](https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024) ([md](https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024.md)) | 132024 | Hartland, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Pamela Otten LLC](https://advisorcensus.com/firm/pamela-otten-llc-156826) ([md](https://advisorcensus.com/firm/pamela-otten-llc-156826.md)) | 156826 | Not reported, Not reported | State-registered investment adviser | Not reported | 15 | % of assets, Fixed fee |
| [Park Capital Management, LLC](https://advisorcensus.com/firm/park-capital-management-llc-madison-wi-158965) ([md](https://advisorcensus.com/firm/park-capital-management-llc-madison-wi-158965.md)) | 158965 | Madison, WI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Perk Planning](https://advisorcensus.com/firm/perk-planning-madison-wi-166369) ([md](https://advisorcensus.com/firm/perk-planning-madison-wi-166369.md)) | 166369 | Madison, WI | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [PJS Investment Management](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701) ([md](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701.md)) | 104701 | Cedarburg, WI | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets, Fixed fee |
| [Point Wealth, LLC](https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625) ([md](https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625.md)) | 315625 | Wausau, WI | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Portfolio Design Services, LLC](https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506) ([md](https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506.md)) | 131506 | River Falls, WI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Precision Capital Planning LLC](https://advisorcensus.com/firm/precision-capital-planning-llc-342875) ([md](https://advisorcensus.com/firm/precision-capital-planning-llc-342875.md)) | 342875 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Professional Financial Management, Inc.](https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016) ([md](https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016.md)) | 154016 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Prosperilux LLC](https://advisorcensus.com/firm/prosperilux-llc-334864) ([md](https://advisorcensus.com/firm/prosperilux-llc-334864.md)) | 334864 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Quintessence Wealth Collective LLC](https://advisorcensus.com/firm/quintessence-wealth-collective-llc-milwaukee-wi-342821) ([md](https://advisorcensus.com/firm/quintessence-wealth-collective-llc-milwaukee-wi-342821.md)) | 342821 | Milwaukee, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [RB Investment Management Inc.](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967) ([md](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967.md)) | 318967 | Little Suamico, WI | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Real Wealth Advisors LLC](https://advisorcensus.com/firm/real-wealth-advisors-llc-brookfield-wi-318143) ([md](https://advisorcensus.com/firm/real-wealth-advisors-llc-brookfield-wi-318143.md)) | 318143 | Brookfield, WI | State-registered investment adviser | Not reported | 3 | Fixed fee, Other |
| [Regal Bay Investment Group, LLC](https://advisorcensus.com/firm/regal-bay-investment-group-llc-milwaukee-wi-121829) ([md](https://advisorcensus.com/firm/regal-bay-investment-group-llc-milwaukee-wi-121829.md)) | 121829 | Milwaukee, WI | State-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee, Commissions |
| [Resonant Capital Advisors, LLC](https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451) ([md](https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451.md)) | 298451 | Madison, WI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Retirement Income Planning LLC](https://advisorcensus.com/firm/retirement-income-planning-llc-madison-wi-330113) ([md](https://advisorcensus.com/firm/retirement-income-planning-llc-madison-wi-330113.md)) | 330113 | Madison, WI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Retirement Wealth Solutions LLC](https://advisorcensus.com/firm/retirement-wealth-solutions-llc-marshfield-wi-317253) ([md](https://advisorcensus.com/firm/retirement-wealth-solutions-llc-marshfield-wi-317253.md)) | 317253 | Marshfield, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Review Services Inc](https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277) ([md](https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277.md)) | 110277 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Richardson Capital Management, LLC](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985) ([md](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985.md)) | 130985 | Menomonee Falls, WI | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Richmond Investment Services LLC](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451) ([md](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451.md)) | 327451 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Robert W. Baird & Co. Incorporated](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158) ([md](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158.md)) | 8158 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Rosales Wealth Management LLC](https://advisorcensus.com/firm/rosales-wealth-management-llc-324172) ([md](https://advisorcensus.com/firm/rosales-wealth-management-llc-324172.md)) | 324172 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Rosemeyer Management Group](https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363) ([md](https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363.md)) | 310363 | Platteville, WI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Schaper Benz & Wise Investment Counsel Inc](https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630) ([md](https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630.md)) | 107630 | Neenah, WI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Sentinel Advisory Group, LLC](https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121) ([md](https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121.md)) | 338121 | Middleton, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Shellcrest Financial LLC](https://advisorcensus.com/firm/shellcrest-financial-llc-middleton-wi-340316) ([md](https://advisorcensus.com/firm/shellcrest-financial-llc-middleton-wi-340316.md)) | 340316 | Middleton, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Simplicity Financial, LLC](https://advisorcensus.com/firm/simplicity-financial-llc-milwaukee-wi-284578) ([md](https://advisorcensus.com/firm/simplicity-financial-llc-milwaukee-wi-284578.md)) | 284578 | Milwaukee, WI | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee, Other |
| [Spectrum Investment Advisors, Inc.](https://advisorcensus.com/firm/spectrum-investment-advisors-inc-mequon-wi-108669) ([md](https://advisorcensus.com/firm/spectrum-investment-advisors-inc-mequon-wi-108669.md)) | 108669 | Mequon, WI | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee, Other |
| [Sterling Capital Management Inc](https://advisorcensus.com/firm/sterling-capital-management-inc-brookfield-wi-106822) ([md](https://advisorcensus.com/firm/sterling-capital-management-inc-brookfield-wi-106822.md)) | 106822 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sugar Maple Asset Management, LLC](https://advisorcensus.com/firm/sugar-maple-asset-management-llc-sister-bay-wi-282632) ([md](https://advisorcensus.com/firm/sugar-maple-asset-management-llc-sister-bay-wi-282632.md)) | 282632 | Sister Bay, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Summit Financial Management LLC](https://advisorcensus.com/firm/summit-financial-management-llc-mequon-wi-285353) ([md](https://advisorcensus.com/firm/summit-financial-management-llc-mequon-wi-285353.md)) | 285353 | Mequon, WI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Sumnicht & Associates, LLC](https://advisorcensus.com/firm/sumnicht-and-associates-llc-appleton-wi-111421) ([md](https://advisorcensus.com/firm/sumnicht-and-associates-llc-appleton-wi-111421.md)) | 111421 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee, Other |
| [Sycamore Investment Consulting Services, LLC](https://advisorcensus.com/firm/sycamore-investment-consulting-services-llc-madison-wi-125081) ([md](https://advisorcensus.com/firm/sycamore-investment-consulting-services-llc-madison-wi-125081.md)) | 125081 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Thompson Investment Management, Inc.](https://advisorcensus.com/firm/thompson-investment-management-inc-madison-wi-129609) ([md](https://advisorcensus.com/firm/thompson-investment-management-inc-madison-wi-129609.md)) | 129609 | Madison, WI | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Threshold Compass Strategies, Inc.](https://advisorcensus.com/firm/threshold-compass-strategies-inc-sheboygan-wi-337749) ([md](https://advisorcensus.com/firm/threshold-compass-strategies-inc-sheboygan-wi-337749.md)) | 337749 | Sheboygan, WI | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Tidal Investments LLC](https://advisorcensus.com/firm/tidal-investments-llc-milwaukee-wi-164201) ([md](https://advisorcensus.com/firm/tidal-investments-llc-milwaukee-wi-164201.md)) | 164201 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee |
| [Titletown Wealth Management, LLC](https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752) ([md](https://advisorcensus.com/firm/titletown-wealth-management-llc-green-bay-wi-307752.md)) | 307752 | Green Bay, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Tower View Wealth Management LLC](https://advisorcensus.com/firm/tower-view-wealth-management-llc-oshkosh-wi-108739) ([md](https://advisorcensus.com/firm/tower-view-wealth-management-llc-oshkosh-wi-108739.md)) | 108739 | Oshkosh, WI | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Transcend Advisor Group, LLC](https://advisorcensus.com/firm/transcend-advisor-group-llc-milwaukee-wi-311746) ([md](https://advisorcensus.com/firm/transcend-advisor-group-llc-milwaukee-wi-311746.md)) | 311746 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Transform Retirement](https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252) ([md](https://advisorcensus.com/firm/transform-retirement-green-bay-wi-317252.md)) | 317252 | Green Bay, WI | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Trinity Financial Planning](https://advisorcensus.com/firm/trinity-financial-planning-middleton-wi-115924) ([md](https://advisorcensus.com/firm/trinity-financial-planning-middleton-wi-115924.md)) | 115924 | Middleton, WI | State-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [Trustage Investment Management](https://advisorcensus.com/firm/trustage-investment-management-madison-wi-105960) ([md](https://advisorcensus.com/firm/trustage-investment-management-madison-wi-105960.md)) | 105960 | Madison, WI | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Fixed fee, Other |
| [Valkyrie Financial](https://advisorcensus.com/firm/valkyrie-financial-313178) ([md](https://advisorcensus.com/firm/valkyrie-financial-313178.md)) | 313178 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Verus Wealth Management](https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130) ([md](https://advisorcensus.com/firm/verus-wealth-management-de-pere-wi-323130.md)) | 323130 | De Pere, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Vision Financial Services LLC](https://advisorcensus.com/firm/vision-financial-services-llc-grafton-wi-129462) ([md](https://advisorcensus.com/firm/vision-financial-services-llc-grafton-wi-129462.md)) | 129462 | Grafton, WI | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Walkner Condon Financial Advisors LLC](https://advisorcensus.com/firm/walkner-condon-financial-advisors-llc-verona-wi-160109) ([md](https://advisorcensus.com/firm/walkner-condon-financial-advisors-llc-verona-wi-160109.md)) | 160109 | Verona, WI | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee |
| [Warden Wealth Management, LLC](https://advisorcensus.com/firm/warden-wealth-management-llc-milwaukee-wi-150493) ([md](https://advisorcensus.com/firm/warden-wealth-management-llc-milwaukee-wi-150493.md)) | 150493 | Milwaukee, WI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Wisconsin?**
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.

**How many fee-only financial advisors are in Wisconsin?**
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.

**How many financial advisors in Wisconsin offer financial planning?**
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.

**Are the financial advisors in Wisconsin fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi) (https://advisorcensus.com/advisors/wi.md)
- [Fee-only financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/fee-only) (https://advisorcensus.com/advisors/wi/fee-only.md)
- [Hourly financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/hourly) (https://advisorcensus.com/advisors/wi/hourly.md)
- [Flat-fee financial advisors in Milwaukee, WI](https://advisorcensus.com/advisors/wi/milwaukee/flat-fee) (https://advisorcensus.com/advisors/wi/milwaukee/flat-fee.md)
- [Flat-fee financial advisors in Madison, WI](https://advisorcensus.com/advisors/wi/madison/flat-fee) (https://advisorcensus.com/advisors/wi/madison/flat-fee.md)
- [Flat-fee financial advisors in Appleton, WI](https://advisorcensus.com/advisors/wi/appleton/flat-fee) (https://advisorcensus.com/advisors/wi/appleton/flat-fee.md)
- [Flat-fee financial advisors in Green Bay, WI](https://advisorcensus.com/advisors/wi/green-bay/flat-fee) (https://advisorcensus.com/advisors/wi/green-bay/flat-fee.md)
- [Flat-fee financial advisors in Eau Claire, WI](https://advisorcensus.com/advisors/wi/eau-claire/flat-fee) (https://advisorcensus.com/advisors/wi/eau-claire/flat-fee.md)
- [Flat-fee financial advisors in Wausau, WI](https://advisorcensus.com/advisors/wi/wausau/flat-fee) (https://advisorcensus.com/advisors/wi/wausau/flat-fee.md)
- [Flat-fee financial advisors in Oshkosh, WI](https://advisorcensus.com/advisors/wi/oshkosh/flat-fee) (https://advisorcensus.com/advisors/wi/oshkosh/flat-fee.md)
- [Flat-fee financial advisors in La Crosse, WI](https://advisorcensus.com/advisors/wi/la-crosse/flat-fee) (https://advisorcensus.com/advisors/wi/la-crosse/flat-fee.md)
- [Flat-fee financial advisors in Kenosha, WI](https://advisorcensus.com/advisors/wi/kenosha/flat-fee) (https://advisorcensus.com/advisors/wi/kenosha/flat-fee.md)
- [Flat-fee financial advisors in Racine, WI](https://advisorcensus.com/advisors/wi/racine/flat-fee) (https://advisorcensus.com/advisors/wi/racine/flat-fee.md)
- [Flat-fee financial advisors in Sheboygan, WI](https://advisorcensus.com/advisors/wi/sheboygan/flat-fee) (https://advisorcensus.com/advisors/wi/sheboygan/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Wisconsin: 208 firms from Form ADV filings as of October 2026.