Jennifer Michelle Hipkiss
Advisor at FiduciaOne — Pewaukee, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
11 years
Location
Pewaukee, WI 53072
FiduciaOne
Independent
Total advisors
1Clients per advisor
42 HighAvg AUM per client
$842,623 HighHNW client ratio
40% HighJennifer Hipkiss is a CFP® professional with 11 years of industry experience, currently serving at FiduciaOne since 2023. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and her own firm, Hipkiss Financial. She serves as a volunteer Board of Director for Adeline Montessori School. FiduciaOne works with individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, providing discretionary portfolio management, retirement plan consulting, and comprehensive financial planning. The firm’s investment process integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, and its team includes licensed insurance agents and Enrolled Agents to offer a combination of advisory and insurance services.
Based on FiduciaOne
Comprehensive financial planning on a project basis: $1,800 to $6,000; ongoing planning fixed fees $100 to $1,000 per month
$5,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.80% $2,500,000 - $4,999,999: 0.65% $5,000,000+: Negotiable
$250 to $500 per hour for comprehensive financial planning
Account minimum: $5,000 Fee-only: Financial planning fees: fixed fees $100-$1,000 per month; project fees $1,800-$6,000; hourly fees $250-$500 per hour
Pewaukee, WI
N27 W23953 Paul Rd., Suite 105
Pewaukee WI 53072
Advisors at this office
1
California · Wisconsin
11 years of industry experience
FiduciaOne
2023 - Present • 3 years
Pewaukee, WI
Tax Management
2019 - 2023 • 4 years
Menomonee Falls, WI
Harbour Investments, Inc
2019 - 2023 • 4 years
Madison, WI
Thrivent Investment Management Inc
2017 - 2019 • 2 years
Minnepolis, MN
Hipkiss Financial
2005 - 2019 • 14 years
Pewaukee, WI
University of CA Irvine Extension
2005 - 2017 • 12 years
Irvine, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)