Joseph Limond
Clerestory Advisors, Inc. · Bloomington, Minnesota
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $99.6M across 227 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6763264 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | clerestoryadvisors.com |
How Joseph's firm compares
- Ongoing planning starts at $4,000 a year, above the Minnesota median of $2,100 for fee-only firms that publish prices.
- Clerestory Advisors, Inc.'s average account is about $439,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Clerestory Advisors, Inc. 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 21, 2026.
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