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Find Top Financial Advisors in Middleton, Wisconsin

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Middleton, Wisconsin

Last Updated - February 23, 2024

Middleton has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Middleton, Wisconsin have an average of 23 years of experience.

NOTE: The list of vetted financial advisors in Middleton, Wisconsin mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Middleton, Wisconsin.

Qualified Financial Advisors in Middleton, Wisconsin

Financial Advisor Experience AUM Minimum Assets Fee Structure
Zach Kuehl
CFP®
MADISON PARTNERS
1502 W Broadway Ste 301,
Madison, WI 53713
11 Years $58,000,000 $100,000 Fee-Based
Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
8333 Greenway Blvd Ste 330,
Middleton, WI 53562
Not Disclosed $450,000,000 $0 Fee-Only
Savant Wealth Management
1011 Loras Drive,
Freeport, IL 61032
35 Years $0 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Middleton, Wisconsin

Qualifications CRD# 6051170
Firm CRD# 305824

Compensation/Fee Fee-Based


Office Location 1502 W Broadway Ste 301,
Madison,
WI
53713
Phone Number 608-204-5992

At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come. My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities. I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them. As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter. As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.

About Madison Partners

Madison Partners

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.

We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.
We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 140431
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 8333 Greenway Blvd Ste 330,
Middleton,
WI
53562
Phone Number 608-662-7500

About Jacobson & Schmitt Advisors, LLC

Jacobson & Schmitt Advisors, LLC

We are a Fee-Only wealth management firm for investors who want their money to help fulfill their mission in life. Our goal is to optimize your wealth to create the most impact possible on you, your loved ones, and the causes you care about.

As fiduciaries, we are required by the Securities and Exchange Commission (SEC) to act in our clients' best interest 100% of the time. This separates us from other brokers and advisors not registered as Registered Investment Advisors (RIA).

Everyone at our firm is united in a goal to change the status quo of our industry by providing purpose-driven financial guidance. We live and breathe commitment to the overall well-being of our clients and obsessively seek ways to provide the highest value possible to every aspect of their lives.

Discover what our clients have to say about their experiences with Jacobson & Schmitt Advisors by clicking the Indyfin Green Star Rating listed above.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 107271

Compensation/Fee Fee-Only, Based on Assets


Office Location 1011 Loras Drive,
Freeport,
IL
61032
Phone Number 815-297-0400

About Savant Wealth Management

Savant Wealth Management

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Middleton, Wisconsin (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CANOPY WEALTH MANAGEMENT
8215 Greenway Boulevard, Suite 540, Middleton, WI 53562
22 3596 $1,075,968,949
A Percentage of AUM, Hourly charges
MILESTONE INVESTMENT ADVISORS, LLC
6702 Stonefield Road, Suite 201, Middleton, WI 53562
5 1202 $681,062,445
A Percentage of AUM, Hourly charges
JACOBSON & SCHMITT ADVISORS, LLC
8333 Greenway Blvd, Suite 330, Middleton, WI 53562
12 985 $364,350,203
A Percentage of AUM, Fixed Fees
GOOGINS ADVISORS, INC.
6417 University Avenue, Middleton, WI 53562
8 1528 $360,245,750
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
T. ANTON INVESTMENT HOUSE, INC.
6300 University Avenue, Suite 100, Middleton, WI 53562
5 869 $235,079,119
A Percentage of AUM
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
8383 Greenway Blvd., Suite 600, Middleton, WI 53562
1 286 $195,462,425
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Wisconsin can support you, learn more about the different types of financial advisors and their areas of expertise.

    A financial advisor in our directory for the state of Wisconsin can help you with your investment strategy by providing guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments that align with your goals and risk tolerance. Additionally, they can help you navigate market fluctuations and make necessary adjustments to your investment portfolio. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.

    When choosing a financial advisor in Wisconsin, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials an advisor can hold, read more about advisor designations.

    A financial advisor in Wisconsin can help you develop a comprehensive retirement plan that takes into account your retirement goals, income needs, and overall financial situation. They may provide advice on topics such as when to retire, how much to save for retirement, and how to maximize your retirement income. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They may also help you navigate complex retirement planning issues, such as Social Security benefits and tax implications. If you are seeking to connect with a financial advisor that can assist you in securing your financial future in retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.

    The cost of hiring a financial advisor in Wisconsin varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    Many financial planners and wealth managers in Wisconsin are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.