Ways to browse Flat-fee advisors serving Wisconsin

Pick a specialty to browse more Flat-fee advisors serving Wisconsin.

Browse by specialty

Find advisors serving Wisconsin who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,703
Retired	3,728
Wealth management	3,031
Tax-loss harvesting	3,016
Retirement plans for business owners (SEP, solo 401k)	1,932
Executive	1,926
Retirement income strategy	1,153
College savings (529s, UTMA, etc.)	1,114
Options & derivatives strategies	897
Annuities	882
Private / alternative investments	752
Business exit / sale strategy	578
ESG / Sustainable investing	573
Active portfolio management	567
HENRY (High Earners, Not Rich Yet)	559
General retirement planning	511
Approaching retirement	461
Self-Employed	375
Charitable giving & philanthropy	291
Concentrated stock management	285
Cash flow / budgeting	254
Business succession planning	245
Passive / index investing	245
Mid-Career Professionals	227
Financial Professional	173
Income planning	131
Social Security optimization	121
Established Professionals	110
General estate planning guidance	107
Business ownership considerations	99
General tax planning	99
Real estate investing	95
Tax strategies for small businesses	80
Women Professionals	79
Factor investing / smart beta	75
Debt management	65
Educators, Teachers, and Academics	45
Retirement withdrawal strategies	41
Roth conversion strategy	35
Equity compensation tax strategy	34
Business sale tax planning	31
Long-term care insurance	27
Doctor or Medical Professional	23
Divorce financial planning	20
Life insurance needs analysis	17
Young Professionals	17
Disability insurance	8
Charitable giving tax strategies	6
Intergenerational Families	4
Christian Faith Based	3
Student loan debt	3

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