Aimee Hatlestad
The Hatlestad Group · Edina, Minnesota
Aimee Hatlestad is a fee-only financial advisor at The Hatlestad Group in Edina, Minnesota, who holds the CFP credential. Aimee focuses on retirement planning. The Hatlestad Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | The Hatlestad Group |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $47.9M across 195 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 3230060 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thehatlestadgroup.com |
| Profile |
How Aimee's firm compares
- The Hatlestad Group's average account is about $246,000, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Aimee
Is Aimee Hatlestad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aimee holds no broker registration, and The Hatlestad Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aimee charge for financial advice?
Aimee's firm, The Hatlestad Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aimee Hatlestad based?
Aimee Hatlestad is based in Edina, Minnesota.
What does Aimee specialize in?
Aimee's specialties include retirement planning. Aimee works with executives and pre-retirees.
What credentials does Aimee Hatlestad hold?
Aimee Hatlestad holds the CFP credential.
Is Aimee Hatlestad registered with the SEC?
Yes. Aimee Hatlestad is registered as an investment adviser representative in MN and TX (CRD 3230060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Hatlestad Group manage?
The Hatlestad Group reports $47.9M across 195 accounts in assets under management.
How do I contact Aimee Hatlestad?
Through Aimee's website, www.thehatlestadgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Hatlestad Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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