Andrew Kalenberg
The Financial Planning · Hutchinson, Minnesota
Andrew Kalenberg is a fee-only financial advisor at The Financial Planning in Hutchinson, Minnesota. The Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Financial Planning |
|---|---|
| Based in | Hutchinson, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.9M across 300 accounts |
| SEC registration | Investment adviser representative in MN · CRD 7594438 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.thefinancialplanningco.com |
How Andrew's firm compares
- The Financial Planning's average account is about $96,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Andrew
Is Andrew Kalenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and The Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, The Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Kalenberg based?
Andrew Kalenberg is based in Hutchinson, Minnesota.
Is Andrew Kalenberg registered with the SEC?
Yes. Andrew Kalenberg is registered as an investment adviser representative in MN (CRD 7594438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Financial Planning manage?
The Financial Planning reports $28.9M across 300 accounts in assets under management.
How do I contact Andrew Kalenberg?
Through Andrew's website, www.thefinancialplanningco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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
- 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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