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Find Retirement Advisors for Retirement Planning in Middleton, Wisconsin

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Middleton, Wisconsin

Last Updated - May 2, 2025

Middleton has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Middleton, Wisconsin have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Middleton, Wisconsin

VERIFIED

Zach Kuehl
CFP^®
Madison Partners

Qualifications
CRD# 6051170
Firm CRD# 305824

Minimum Assets Required
$100,000

Address

1502 W Broadway Ste 301,
Madison, WI 53713 See Details

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

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

2501 West Beltline Highway,
Suite 103,
Madison, WI 53713 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

1011 Loras Drive,
Freeport, IL 61032 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

N16W23217 Stone Ridge Drive,
Suite 100,
Waukesha, WI 53188 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 5 Retirement Planning firms in Middleton, Wisconsin (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	8215 Greenway Boulevard, Suite 540 Middleton, WI, 53562	$1,474,786,629	4059	20	A percentage of AUM, Hourly charges
2	6702 Stonefield Road, Suite 201 Middleton, WI, 53562	$824,244,648	1247	8	A percentage of AUM, Hourly charges
3	8333 Greenway Blvd, Suite 330 Middleton, WI, 53562	$461,151,832	1046	14	A percentage of AUM, Fixed fees
4	6417 University Avenue, Middleton, WI, 53562	$429,066,062	1659	8	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
5	8383 Greenway Blvd., Suite 600 Middleton, WI, 53562	$228,901,454	302	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Middleton, Wisconsin

CANOPY WEALTH MANAGEMENT

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QualificationsFirm CRD# 297717

Assets Under Management $1,474,786,629

No. Of Clients4059

Clients Per Financial Advisor203

CANOPY WEALTH MANAGEMENT is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4059 clients. The team consists of 20 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

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MILESTONE INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 168429

Assets Under Management $824,244,648

No. Of Clients1247

Clients Per Financial Advisor156

MILESTONE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $824M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1247 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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JACOBSON & SCHMITT ADVISORS, LLC

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QualificationsFirm CRD# 140431

Assets Under Management $461,151,832

No. Of Clients1046

Clients Per Financial Advisor75

JACOBSON & SCHMITT ADVISORS, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1046 clients. The team consists of 14 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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GOOGINS ADVISORS, INC.

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QualificationsFirm CRD# 13985

Assets Under Management $429,066,062

No. Of Clients1659

Clients Per Financial Advisor207

GOOGINS ADVISORS, INC. is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $429M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1659 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
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

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QualificationsFirm CRD# 121419

Assets Under Management $228,901,454

No. Of Clients302

Clients Per Financial Advisor302

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC is a financial advisory firm situated in Middleton, Wisconsin. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 1 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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