Browse all Flat-fee advisors in Wisconsin

Every advisor below is licensed to work with clients in Wisconsin. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,690
Retired	3,709
Tax-loss harvesting	3,009
Wealth management	2,994
Retirement plans for business owners (SEP, solo 401k)	1,931
Executive	1,912
Retirement income strategy	1,144
College savings (529s, UTMA, etc.)	1,113
Options & derivatives strategies	894
Annuities	883
Private / alternative investments	730
ESG / Sustainable investing	585
Business exit / sale strategy	578
Active portfolio management	568
HENRY (High Earners, Not Rich Yet)	536
General retirement planning	521
Approaching retirement	461
Self-Employed	390
Charitable giving & philanthropy	304
Concentrated stock management	286
Cash flow / budgeting	256
Business succession planning	246
Passive / index investing	244
Mid-Career Professionals	225
Financial Professional	174
Social Security optimization	153
Income planning	129
Business ownership considerations	98
Real estate investing	95
Tax strategies for small businesses	93
General estate planning guidance	92
Established Professionals	89
General tax planning	85
Women Professionals	77
Factor investing / smart beta	75
Debt management	65
Educators, Teachers, and Academics	45
Retirement withdrawal strategies	40
Long-term care insurance	38
Roth conversion strategy	35
Equity compensation tax strategy	34
Business sale tax planning	32
Divorce financial planning	20
Doctor or Medical Professional	20
Life insurance needs analysis	17
Young Professionals	15
Liquidity event planning	8
Charitable giving tax strategies	6
Intergenerational Families	4
Christian Faith Based	3
Parents	3

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