Bjorn Amundson, Quarry Hill Advisors: fee-only financial advisor

Wellspent public graph/Advisors/Bjorn Amundson

Specialties

Who they serve

HENRY (High Earners, Not Rich Yet)
High earners
Executives
Founders
Pre-retirees
Retirees

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.

Services

401(k) & IRA Management
Asset Allocation
Cash Flow Planning
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Estate Planning
Financial Planning
Charitable Giving
Debt Management
Financial Advice & Coaching
Life Transition Planning
Pension Planning
Portfolio Management
Stock Option Planning
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Wealth Management
Insurance Planning
Liquidity & Exit Planning

Facts

Firm	Quarry Hill Advisors
Based in	St Paul, Minnesota
Fee model	Percentage of assets
Accepting new clients	Yes
Assets under management	$100M - $500M
Firm founded	2017
Firm size	2 - 5 employees
Credentials	CFP
Investment approach	Passive management
SEC registration	Investment adviser representative in MN · CRD 5049255
Exams passed	Series 63 (2005) · Series 66 (2010)
Firm size	5 employees
Disclosures	None reported
Website	www.quarryhilladvisors.com

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Questions about Bjorn

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

Public advisor directory : listed as fee-only
Quarry Hill Advisors website : specialties, clients served, and fees, checked October 28, 2026
SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
Directory listing last checked April 25, 2026.

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