Joseph Fenwick
Flourish Wealth Management · Edina, Minnesota
Joseph Fenwick is a fee-only financial advisor at Flourish Wealth Management in Edina, Minnesota. Flourish Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flourish Wealth Management |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $455.2M across 900 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 7804313 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.flourishwealthmanagement.com |
How Joseph's firm compares
- Flourish Wealth Management's average account is about $506,000, from its Form ADV (assets managed divided by 900 accounts).
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Questions about Joseph
Is Joseph Fenwick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Flourish Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Flourish Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Fenwick based?
Joseph Fenwick is based in Edina, Minnesota.
Is Joseph Fenwick registered with the SEC?
Yes. Joseph Fenwick is registered as an investment adviser representative in MN and TX (CRD 7804313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flourish Wealth Management manage?
Flourish Wealth Management reports $455.2M across 900 accounts in assets under management.
How do I contact Joseph Fenwick?
Through Joseph's website, www.flourishwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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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