# Joseph Limond

> Joseph Limond is a fee-only financial advisor at Clerestory Advisors, Inc. in Bloomington, Minnesota. Joseph charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,000 a year) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/joseph-limond/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clerestory Advisors, Inc.
- **Based in:** Bloomington, Minnesota
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $99.6M across 227 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6763264 (https://adviserinfo.sec.gov/individual/summary/6763264)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://clerestoryadvisors.com

## Frequently asked questions

### Is Joseph Limond a fee-only financial advisor?

Yes. Joseph Limond is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joseph's firm.

### How does Joseph charge for financial advice?

Joseph charges a flat fee or retainer and an ongoing planning fee.

### How much does Joseph charge?

According to Clerestory Advisors, Inc.'s website, checked October 28, 2026: ongoing planning from $4,000 a year.

### Where is Joseph Limond based?

Joseph Limond is based in Bloomington, Minnesota.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with retirees and pre-retirees.

### Is Joseph Limond registered with the SEC?

Yes. Joseph Limond is registered as an investment adviser representative in MN (CRD 6763264), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clerestory Advisors, Inc. manage?

Clerestory Advisors, Inc. reports $99.6M across 227 accounts in assets under management.

### How do I contact Joseph Limond?

Through Joseph's website, clerestoryadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3626): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://clerestoryadvisors.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.