# Fee-only financial advisors in Milwaukee, WI

> AdvisorCensus lists 50 investment advisory firms with a principal office in the Milwaukee metro area 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.

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

## At a glance

- Investment advisory firms: 50
- Registration: SEC-registered investment adviser: 34, State-registered investment adviser: 16
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 50 (100%); Percentage of assets 47 (94%); Hourly charges 18 (36%); Fixed fees 27 (54%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (12%); $25 million to $100 million 9 (18%); $100 million to $500 million 16 (32%); $500 million to $1 billion 7 (14%); $1 billion to $5 billion 6 (12%); Over $5 billion 3 (6%); Not reported 3 (6%)
- Years registered: Under 5 years 11 (22%); 5 to 9 years 7 (14%); 10 to 19 years 12 (24%); 20 years or more 20 (40%)

## Firms (page 1 of 1, 1 to 50 of 50, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1834 Investment Advisors Co.](https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435) ([md](https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435.md)) | 105435 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 50 | % of assets, Fixed fee |
| [Allison & Company Financial Counselors, LLC](https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665) ([md](https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665.md)) | 129665 | Milwaukee, WI | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Alpha Investment Consulting Group, LLC](https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721) ([md](https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721.md)) | 139721 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [Arcataur Capital Management LLC](https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663) ([md](https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663.md)) | 124663 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Aurea Investments LLC](https://advisorcensus.com/firm/aurea-investments-llc-milwaukee-wi-336580) ([md](https://advisorcensus.com/firm/aurea-investments-llc-milwaukee-wi-336580.md)) | 336580 | Milwaukee, WI | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Beadell a D Investment Counsel Inc](https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946) ([md](https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946.md)) | 106946 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 51 | % of assets |
| [Behl Wealth Management](https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281) ([md](https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281.md)) | 300281 | Delafield, WI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Bluemound Asset Management, LLC](https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995) ([md](https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995.md)) | 153995 | Muskego, WI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Boardwalk Financial Strategies LLC](https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048) ([md](https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048.md)) | 165048 | Hartland, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Broadview Financial Management, LLC](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550) ([md](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550.md)) | 143550 | Wauwatosa, WI | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly |
| [Bultman Investment Management, Inc.](https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283) ([md](https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283.md)) | 106283 | Brookfield, WI | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Capital Innovations, LLC](https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329) ([md](https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329.md)) | 145329 | Waukesha, WI | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee |
| [Capital Investment Services of America Inc](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639) ([md](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639.md)) | 110639 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets |
| [Capital Wealth Advisors, Ltd.](https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263) ([md](https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263.md)) | 155263 | West Bend, WI | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Cushing Capital Partners, LLC](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497) ([md](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497.md)) | 313497 | Delafield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Denali Wealth Management, Inc.](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323) ([md](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323.md)) | 153323 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Direction Financial Management, LLC](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985) ([md](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985.md)) | 165985 | Germantown, WI | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Diversified Management Inc](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680) ([md](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680.md)) | 106680 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Entasis Asset Management LLC](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711) ([md](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711.md)) | 282711 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Envision Financial LLC](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365) ([md](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365.md)) | 314365 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Fiduciary Management, Inc.](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149) ([md](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149.md)) | 109149 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 46 | % of assets |
| [Financial Strategies, Inc.](https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097) ([md](https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097.md)) | 113097 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Fortress Planning Group](https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900) ([md](https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900.md)) | 157900 | Pewaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Francis LLC](https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687) ([md](https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687.md)) | 130687 | Brookfield, WI | SEC-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Friedlander & Co Inc](https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150) ([md](https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150.md)) | 105150 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets, Fixed fee |
| [Fulton Investment Advisers, Inc.](https://advisorcensus.com/firm/fulton-investment-advisers-inc-wauwatosa-wi-110989) ([md](https://advisorcensus.com/firm/fulton-investment-advisers-inc-wauwatosa-wi-110989.md)) | 110989 | Wauwatosa, WI | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Geder Investment Management, Inc.](https://advisorcensus.com/firm/geder-investment-management-inc-elm-grove-wi-113237) ([md](https://advisorcensus.com/firm/geder-investment-management-inc-elm-grove-wi-113237.md)) | 113237 | Elm Grove, WI | State-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly |
| [Intrinsic Investors LLC](https://advisorcensus.com/firm/intrinsic-investors-llc-wauwatosa-wi-111968) ([md](https://advisorcensus.com/firm/intrinsic-investors-llc-wauwatosa-wi-111968.md)) | 111968 | Wauwatosa, WI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Johnson Wealth Inc.](https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557) ([md](https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557.md)) | 125557 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee |
| [KDHH Investments LLC](https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358) ([md](https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358.md)) | 110358 | West Bend, WI | State-registered investment adviser | Under $25 million | 25 | % of assets |
| [KLCM Advisors, Inc.](https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847) ([md](https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847.md)) | 107847 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [Korbitz Financial Planning LLC](https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361) ([md](https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361.md)) | 137361 | Milwaukee, WI | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Launch Wealth Management](https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414) ([md](https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414.md)) | 338414 | Waukesha, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Marietta Investment Partners, LLC](https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479) ([md](https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479.md)) | 108479 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets |
| [McDevitt & Bird Investment Management Co](https://advisorcensus.com/firm/mcdevitt-and-bird-investment-management-co-mequon-wi-109920) ([md](https://advisorcensus.com/firm/mcdevitt-and-bird-investment-management-co-mequon-wi-109920.md)) | 109920 | Mequon, WI | State-registered investment adviser | Under $25 million | 14 | % of assets, Fixed fee |
| [Midwest Wealth Solutions LLC](https://advisorcensus.com/firm/midwest-wealth-solutions-llc-brookfield-wi-291528) ([md](https://advisorcensus.com/firm/midwest-wealth-solutions-llc-brookfield-wi-291528.md)) | 291528 | Brookfield, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Pavlic Investment Advisors, Inc.](https://advisorcensus.com/firm/pavlic-investment-advisors-inc-delafield-wi-111246) ([md](https://advisorcensus.com/firm/pavlic-investment-advisors-inc-delafield-wi-111246.md)) | 111246 | Delafield, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [Provident Trust Company](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118) ([md](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118.md)) | 110118 | Waukesha, WI | SEC-registered investment adviser | Over $5 billion | 25 | % of assets |
| [RIVER1 Asset Management LLC](https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230) ([md](https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230.md)) | 329230 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Shakespeare Wealth Management, LLC](https://advisorcensus.com/firm/shakespeare-wealth-management-llc-pewaukee-wi-111950) ([md](https://advisorcensus.com/firm/shakespeare-wealth-management-llc-pewaukee-wi-111950.md)) | 111950 | Pewaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Significance Capital Management LLC](https://advisorcensus.com/firm/significance-capital-management-llc-milwaukee-wi-331940) ([md](https://advisorcensus.com/firm/significance-capital-management-llc-milwaukee-wi-331940.md)) | 331940 | Milwaukee, WI | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [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 |
| [The Kieckhefer Group](https://advisorcensus.com/firm/the-kieckhefer-group-mequon-wi-331128) ([md](https://advisorcensus.com/firm/the-kieckhefer-group-mequon-wi-331128.md)) | 331128 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [The Milwaukee Company](https://advisorcensus.com/firm/the-milwaukee-company-thiensville-wi-123452) ([md](https://advisorcensus.com/firm/the-milwaukee-company-thiensville-wi-123452.md)) | 123452 | Thiensville, WI | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets |
| [The Milwealth Group, LLC](https://advisorcensus.com/firm/the-milwealth-group-llc-milwaukee-wi-108931) ([md](https://advisorcensus.com/firm/the-milwealth-group-llc-milwaukee-wi-108931.md)) | 108931 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [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 |
| [Windermere Wealth Advisors, LLC](https://advisorcensus.com/firm/windermere-wealth-advisors-llc-elm-grove-wi-153114) ([md](https://advisorcensus.com/firm/windermere-wealth-advisors-llc-elm-grove-wi-153114.md)) | 153114 | Elm Grove, WI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Milwaukee, WI?**
AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, from Form ADV filings as of October 2026: 93 SEC-registered, 46 state-registered, and 21 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 Milwaukee, WI?**
50 of the 160 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 Milwaukee, WI offer financial planning?**
77 of the 139 firms in Milwaukee, WI 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 Milwaukee, WI 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 50 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)
- [Financial advisors in Milwaukee, WI](https://advisorcensus.com/advisors/wi/milwaukee) (https://advisorcensus.com/advisors/wi/milwaukee.md)
- [Fee-only financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/fee-only) (https://advisorcensus.com/advisors/wi/fee-only.md)
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- [Financial advisors in Kenosha](https://advisorcensus.com/advisors/wi/kenosha) (https://advisorcensus.com/advisors/wi/kenosha.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Milwaukee, WI: 50 firms from Form ADV filings as of October 2026.