# Bjorn Amundson

> Bjorn Amundson is a fee-only financial advisor at Quarry Hill Advisors in St Paul, Minnesota, who holds the CFP credential. Bjorn charges a percentage of assets and focuses on small business owners, retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/bjorn-amundson/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Quarry Hill Advisors
- **Based in:** St Paul, Minnesota
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Equity compensation, Family wealth transfer, Pension planning, Tax planning
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Executives, Founders, Pre-retirees, Retirees
- **CRD:** 5049255 (https://adviserinfo.sec.gov/individual/summary/5049255)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2005), Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** www.quarryhilladvisors.com

## About

Our systematic approach to wealth management and tax planning can help you achieve your financial goals and give you confidence in your financial future. Consistent, proactive management is key for financial success. By organizing our work into clear, focused seasons throughout the year, we're able to regularly review and update each aspect of your financial life.

Our systematic Bedrock ProcessTM to financial planning ensures that nothing is overlooked and every opportunity is identified. We handle the complexities so you can focus on what matters most in your life.

Our services include:
Tax Planning, withdrawal strategy, retirement planning, evidence based investing.

## Frequently asked questions

### Is Bjorn Amundson a fee-only financial advisor?

Yes. Bjorn Amundson is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bjorn's firm.

### How does Bjorn charge for financial advice?

Bjorn charges a percentage of assets.

### Where is Bjorn Amundson based?

Bjorn Amundson is based in St Paul, Minnesota.

### What does Bjorn specialize in?

Bjorn's specialties include small business owners, retirement planning, equity compensation, family wealth transfer, pension planning and tax planning. Bjorn works with HENRY (High Earners, Not Rich Yet), high earners, executives, founders and pre-retirees.

### What credentials does Bjorn Amundson hold?

Bjorn Amundson holds the CFP credential.

### Is Bjorn Amundson registered with the SEC?

Yes. Bjorn Amundson is registered as an investment adviser representative in MN (CRD 5049255), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Quarry Hill Advisors manage?

Quarry Hill Advisors reports $100M - $500M in assets under management.

### How do I contact Bjorn Amundson?

Through Bjorn's website, www.quarryhilladvisors.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://quarryhilladvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.