Advice-Only Financial Advisors in Wisconsin

Browse verified advice-only financial advisors in Wisconsin. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Zach Hidden

Zach Hidden, CFP®

Perk Planning

One-time$4,080+
Hourly$340/hr
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I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

Ideal for
DIY Investors • Business Owners
Specializes in
Tax StrategiesSmall BusinessRetirement
Diane Esser

Diane Esser, CPA, CFP®, RICP®, CEPS

Direction Financial Management, LLC

Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.

Ideal for
Pre-Retirees • Retirees
Specializes in
RetirementSocial SecurityPre-Retirement Planning
Brian Clarke

Brian Clarke, CFP®, MBA

Clarke Financial Counsel, LLC

Hourly$325+/hr
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I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.

Ideal for
Pre-Retirees • Retirees
Specializes in
Pre-Retirement PlanningInvestmentsRetirement