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Find Retirement Advisors for Retirement Planning in Madison, Wisconsin

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Madison, Wisconsin

Last Updated - July 7, 2024

Madison has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Madison, Wisconsin have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Madison, Wisconsin

advisor-photo
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Dean Hessler
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2652956
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Zach Kuehl
CFP®
Madison Partners

Qualifications
CRD# 6051170
Firm CRD# 305824

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Fee-Based

advisor-photo
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Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®

Qualifications
Firm CRD# 140431
Series 65

Minimum Assets Required
$0

Advisory Services:

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Madison, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd,
Madison, WI, 53705
$32,032,395,00036162
A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.)
2
MADISON INVESTMENT ADVISORS, LLC
550 Science Drive,
Madison, WI, 53711
$12,949,877,5111426196
A Percentage of AUM, Fixed Fees
3
BAKER TILLY WEALTH MANAGEMENT, LLC
4807 Innovate Lane,
Madison, WI, 53718
$4,800,233,228356937
A Percentage of AUM, Hourly charges, Fixed Fees
4
HARBOUR INVESTMENTS, INC.
575 D'Onofrio Drive, Suite 300
Madison, WI, 53719
$4,468,811,81928573219
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Commission Based
5
MADISON ASSET MANAGEMENT
550 Science Drive,
Madison, WI, 53711
$3,920,106,7325096
A Percentage of AUM, Fixed Fees
6
THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive, Suite 200
Madison, WI, 53717
$2,425,678,00077919
A Percentage of AUM, Fixed Fees
7
JOHN F SUBY WEALTH MANAGEMENT LLC
2901 West Beltline Hwy, Suite 201
Madison, WI, 53713
$1,750,916,6983225
A Percentage of AUM, Hourly charges, Fixed Fees
8
RESONANT CAPITAL ADVISORS, LLC
33 E. Main Street, Suite 440
Madison, WI, 53703
$1,345,426,552170217
A Percentage of AUM, Hourly charges, Fixed Fees
9
ISTHMUS PARTNERS, LLC
1 South Pinckney Street, Suite 818
Madison, WI, 53703
$977,296,272129315
A Percentage of AUM, Hourly charges, Fixed Fees
10
GOLDSTEIN ADVISORS, LLC
1241 John Q Hammons Dr, Suite 302
Madison, WI, 53717
$634,882,604340117
A Percentage of AUM, Fixed Fees
11
WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street,
Madison, WI, 53711
$486,677,461200711
A Percentage of AUM, Hourly charges, Fixed Fees
12
MADISON PARTNERS
1502 W Broadway, Suite 301
Madison, WI, 53713
$461,551,362300610
A Percentage of AUM
13
WEA FINANCIAL ADVISORS, INC.
660 John Nolen Drive,
Madison, WI, 53713
$400,469,9376663
A Percentage of AUM, Hourly charges
14
ENRICH FINANCIAL PARTNERS LLC
6502 Grand Teton Plaza, Suite 201,
Madison, WI, 53719
$347,100,5713848
A Percentage of AUM, Hourly charges, Fixed Fees
15
RMR WEALTH ADVISORS LLC
400 Interlake Drive, Suite 200
Madison, WI, 53716-3808
$344,225,1745175
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Madison, Wisconsin

QualificationsFirm CRD# 105960

Assets Under Management $32,032,395,000

No. Of Clients361

Clients Per Financial Advisor6

TRUSTAGE INVESTMENT MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 361 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (FEE FROM AFFILIATES.)

Financial Planning Services

  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110297

Assets Under Management $12,949,877,511

No. Of Clients14261

Clients Per Financial Advisor149

MADISON INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14261 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 167811

Assets Under Management $4,800,233,228

No. Of Clients3569

Clients Per Financial Advisor96

BAKER TILLY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3569 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 19258

Assets Under Management $4,468,811,819

No. Of Clients28573

Clients Per Financial Advisor130

HARBOUR INVESTMENTS, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28573 clients. The team consists of 219 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 130874

Assets Under Management $3,920,106,732

No. Of Clients50

Clients Per Financial Advisor1

MADISON ASSET MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 129609

Assets Under Management $2,425,678,000

No. Of Clients779

Clients Per Financial Advisor41

THOMPSON INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 779 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 150824

Assets Under Management $1,750,916,698

No. Of Clients322

Clients Per Financial Advisor64

JOHN F SUBY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 322 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 298451

Assets Under Management $1,345,426,552

No. Of Clients1702

Clients Per Financial Advisor100

RESONANT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1702 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 171279

Assets Under Management $977,296,272

No. Of Clients1293

Clients Per Financial Advisor86

ISTHMUS PARTNERS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1293 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 323125

Assets Under Management $634,882,604

No. Of Clients3401

Clients Per Financial Advisor200

GOLDSTEIN ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $635M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3401 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 160109

Assets Under Management $486,677,461

No. Of Clients2007

Clients Per Financial Advisor182

WALKNER CONDON FINANCIAL ADVISORS LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $487M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2007 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 305824

Assets Under Management $461,551,362

No. Of Clients3006

Clients Per Financial Advisor301

MADISON PARTNERS is a financial advisory firm situated in Madison, Wisconsin. With a nearly $462M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3006 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 144919

Assets Under Management $400,469,937

No. Of Clients666

Clients Per Financial Advisor222

WEA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 111234

Assets Under Management $347,100,571

No. Of Clients384

Clients Per Financial Advisor48

ENRICH FINANCIAL PARTNERS LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 151173

Assets Under Management $344,225,174

No. Of Clients517

Clients Per Financial Advisor103

RMR WEALTH ADVISORS LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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