Fee-OnlyFinder

Advisers in Madison, WI

36 advisers in Madison — 36 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (30)Hourly fees (18)Flat / fixed fees (23)Retirement plan consulting (13)

All advisers

2nd Market Capital Advisory Corp.650 N. High Point Road · Madison, WI 53717 · (608) 833-7793 · % of assets managedCRD 111562 · % of assets, Performance-based fees, Other · $47.2 million AUMState registeredNo commissions reportedAmerican Investment Advisors INC3330 University Ave Ste 120 · Madison, WI 53705 · (608) 238-3500 · Financial planningCRD 104579 · % of assets · $137.9 million AUMSEC registeredNo commissions reportedAtlatl Advisers2921 Landmark Place, Ste 501 · Madison, WI 53713 · (608) 351-4500 · Financial planningCRD 284036 · % of assets, Hourly charges, Fixed fees · $392.7 million AUMSEC registeredNo commissions reportedBaker Tilly Wealth Management, LLC4807 Innovate Lane · Madison, WI 53718 · (833) 761-0673 · Financial planningCRD 167811 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedBridgeport Asset Management, LLC.414 D'onofrio Drive,, Suite 220 · Madison, WI 53719 · (608) 695-5396 · Financial planningCRD 290939 · % of assets, Hourly charges · $30.4 million AUMState registeredNo commissions reportedButtonwood Partners, INC.701 Deming Way, Suite 100 · Madison, WI 53717 · (608) 827-6400 · % of assets managedCRD 27108 · % of assets · $16.4 million AUMState registeredNo commissions reportedCalculated Wealth2921 Landmark Place, Suite 215-#332 · Madison, WI 53713 · (608) 400-4072 · Financial planningCRD 318985 · % of assets, Hourly charges, Fixed fees · $200.8 million AUMSEC registeredNo commissions reportedCentral Wealth Management LLC1111 Deming Way, Suite 103 · Madison, WI 53717 · (608) 841-1555 · Financial planningCRD 293172 · % of assets, Fixed fees · $136.8 million AUMSEC registeredNo commissions reportedClf Asset Management, INC.999 Fourier Drive, Suite 301 · Madison, WI 53717 · (888) 505-3956 · Financial planningCRD 284060 · % of assets, Hourly charges, Fixed fees · $146.9 million AUMSEC registeredNo commissions reportedCmg Wealth Advisors LLC8020 Excelsior Drive Suite 100 · Madison, WI 53717 · (608) 897-9265 · % of assets managedCRD 340600 · % of assets · $138.4 million AUMSEC registeredNo commissions reported
Ecio, INC.821 E Washington Avenue, Suite 200 · Madison, WI 53703 · (608) 291-4646 · Flat / fixed feesCRD 301432 · % of assets, Fixed fees · $395.6 million AUMSEC registeredNo commissions reportedEnrich Financial Partners LLC6502 Grand Teton Plaza, Suite 201 · Madison, WI 53719 · (608) 275-3442 · Financial planningCRD 111234 · % of assets, Hourly charges, Fixed fees · $556.8 million AUMSEC registeredNo commissions reportedEvolution Financial LLC2701 International Lane, Suite 203 · Madison, WI 53704 · (608) 229-1335 · Financial planningCRD 289745 · % of assets, Hourly charges, Fixed fees · $38.8 million AUMState registeredNo commissions reportedForward Investment Advisors, INC.702 N High Point Road, Suite 202 · Madison, WI 53717 · (608) 833-9400 · Financial planningCRD 106143 · % of assets, Hourly charges · $60.9 million AUMState registeredNo commissions reportedGoldstein Advisors, LLC1241 John Q Hammons Dr, Suite 302 · Madison, WI 53717 · (608) 831-3230 · Financial planningCRD 323125 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedIsthmus Partners, LLC1 South Pinckney Street, Suite 800 · Madison, WI 53703 · (608) 729-0949 · Financial planningCRD 171279 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedJohn F Suby Wealth Management LLC2901 West Beltline Hwy, Suite 201 · Madison, WI 53713 · (608) 273-3100 · Financial planningCRD 150824 · % of assets, Hourly charges, Fixed fees · $464.9 million AUMSEC registeredNo commissions reportedLeach, Bickmore & Weiss Wealth Management, LLC6410 Enterprise Lane, Suite 120 · Madison, WI 53719 · (608) 286-1321 · Financial planningCRD 281302 · % of assets, Hourly charges, Other · $115.3 million AUMSEC registeredNo commissions reportedLindenwood Financial LLC622 West Washington Avenue, Suite 100 · Madison, WI 53703 · (608) 218-4646 · Financial planningCRD 327390 · % of assets, Fixed fees · $6.7 million AUMState registeredNo commissions reportedMadison Investment Advisors, LLC550 Science Drive · Madison, WI 53711 · (608) 274-0300 · Financial planningCRD 110297 · % of assets, Fixed fees · $13.8 billion AUMSEC registeredNo commissions reportedMadison Partners1502 W Broadway, Suite 301 · Madison, WI 53713 · (608) 210-1021 · Financial planningCRD 305824 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedMapt Capital6709 Raymond Road, Suite 124 · Madison, WI 53719 · (608) 298-6489 · Financial planningCRD 341390 · % of assets, Fixed fees · $5.9 million AUMState registeredNo commissions reportedMendota Financial Group, LLC634 West Main Street, Suite 302 · Madison, WI 53703 · (608) 223-9211 · Financial planningCRD 136294 · % of assets, Fixed fees · $254.2 million AUMSEC registeredNo commissions reportedOmni Financial LLC5944 Seminole Centre, Suite 200 · Madison, WI 53711 · (608) 467-4333 · Financial planningCRD 314670 · % of assets, Hourly charges, Fixed fees · $116.9 million AUMSEC registeredNo commissions reportedPark Capital Management, LLC1601 Greenway Cross, Suite 201 · Madison, WI 53713 · (608) 440-8608 · Financial planningCRD 158965 · % of assets, Hourly charges, Fixed fees · $868.0 million AUMSEC registeredNo commissions reportedResonant Capital Advisors, LLC33 E. Main Street, Suite 440 · Madison, WI 53703 · (608) 733-6220 · Financial planningCRD 298451 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedRetirement Income Planning LLC2310 Crossroads Drive, Suite 4700 · Madison, WI 53718 · (608) 807-1100 · Financial planningCRD 330113 · % of assets, Fixed fees · $61.8 million AUMState registeredNo commissions reportedSycamore Investment Consulting Services, LLC701 Deming Way, Suite 100 · Madison, WI 53717 · (608) 827-6414 · Financial planningCRD 125081 · % of assets, Hourly charges, Fixed fees · $159.6 million AUMSEC registeredNo commissions reportedT. Anton Investment House, INC.708 Heartland Trail, Suite #3000 · Madison, WI 53717 · (608) 501-1549 · Financial planningCRD 174970 · % of assets · $366.6 million AUMSEC registeredNo commissions reportedThompson Investment Management, INC.1255 Fourier Drive, Suite 200 · Madison, WI 53717 · (608) 827-5700 · Flat / fixed feesCRD 129609 · % of assets, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedWalleye Partners LLC551 W Main Street, Suite 200 · Madison, WI 53703 · (608) 332-8434 · Financial planningCRD 333435 · % of assets · $276.7 million AUMSEC registeredNo commissions reportedWea Financial Advisors, INC.660 John Nolen Drive · Madison, WI 53713 · (800) 279-4030 · Financial planningCRD 144919 · % of assets, Hourly charges · $507.8 million AUMSEC registeredNo commissions reportedWisco Investment Management LLC402 Gammon Place, Suite 380 · Madison, WI 53719 · (608) 442-5507 · Financial planningCRD 156476 · % of assets, Fixed fees · $92.3 million AUMState registeredNo commissions reportedWisconsin Capital Management, LLC8020 Excelsior Drive Ste. 402 · Madison, WI 53717 · (608) 960-4616 · Financial planningCRD 110394 · % of assets · $293.6 million AUMSEC registeredNo commissions reportedWullschleger Group525 Junction Road, Ste 6500, Pmb #5 · Madison, WI 53717 · (608) 514-5328 · % of assets managedCRD 326769 · % of assets · $8.1 million AUMState registeredNo commissions reportedYahara Wealth Management LLC725 Heartland Trail, Suite 205 · Madison, WI 53717 · (608) 467-1010 · Financial planningCRD 168325 · % of assets, Hourly charges, Fixed fees · $112.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Madison? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.