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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 - April 17, 2024Madison 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 23 years of experience.
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List of Qualified Retirement Planning Advisors in Madison, Wisconsin
VERIFIEDZach 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
VERIFIEDJacobson & 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
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Madison, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705 | $32,032,395,000 | 361 | 62 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.) |
| 2 | MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711 | $12,949,877,511 | 14261 | 96 | A Percentage of AUM, Fixed Fees |
| 3 | BAKER TILLY WEALTH MANAGEMENT, LLC 4807 Innovate Lane, Madison, WI, 53718 | $4,800,233,228 | 3569 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | HARBOUR INVESTMENTS, INC. 575 D'Onofrio Drive, Suite 300 Madison, WI, 53719 | $4,468,811,819 | 28573 | 219 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Commission Based |
| 5 | MADISON ASSET MANAGEMENT 550 Science Drive, Madison, WI, 53711 | $3,920,106,732 | 50 | 96 | A Percentage of AUM, Fixed Fees |
| 6 | THOMPSON INVESTMENT MANAGEMENT, INC. 1255 Fourier Drive, Suite 200 Madison, WI, 53717 | $2,425,678,000 | 779 | 19 | A Percentage of AUM, Fixed Fees |
| 7 | JOHN F SUBY WEALTH MANAGEMENT LLC 2901 West Beltline Hwy, Suite 201 Madison, WI, 53713 | $1,750,916,698 | 322 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | RESONANT CAPITAL ADVISORS, LLC 33 E. Main Street, Suite 440 Madison, WI, 53703 | $1,345,426,552 | 1702 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | ISTHMUS PARTNERS, LLC 1 South Pinckney Street, Suite 818 Madison, WI, 53703 | $977,296,272 | 1293 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | GOLDSTEIN ADVISORS, LLC 1241 John Q Hammons Dr, Suite 302 Madison, WI, 53717 | $634,882,604 | 3401 | 17 | A Percentage of AUM, Fixed Fees |
| 11 | WALKNER CONDON FINANCIAL ADVISORS LLC 3418 Monroe Street, Madison, WI, 53711 | $486,677,461 | 2007 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MADISON PARTNERS 1502 W Broadway, Suite 301 Madison, WI, 53713 | $461,551,362 | 3006 | 10 | A Percentage of AUM |
| 13 | WEA FINANCIAL ADVISORS, INC. 660 John Nolen Drive, Madison, WI, 53713 | $400,469,937 | 666 | 3 | A Percentage of AUM, Hourly charges |
| 14 | ENRICH FINANCIAL PARTNERS LLC 6502 Grand Teton Plaza, Suite 201, Madison, WI, 53719 | $347,100,571 | 384 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | RMR WEALTH ADVISORS LLC 400 Interlake Drive, Suite 200 Madison, WI, 53716-3808 | $344,225,174 | 517 | 5 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Altoona, Wisconsin
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Looking for more choices? Use our free match service to compare retirement planners serving your area.