# Josh Wolberg

> Josh Wolberg is a fee-only financial advisor at Great River Financial in Plymouth, Minnesota, who holds the CFP, MBA and RICP credentials. Josh charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Great River Financial
- **Based in:** Plymouth, Minnesota
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $201.9M across 438 accounts
- **Credentials:** CFP, MBA, RICP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5004871 (https://adviserinfo.sec.gov/individual/summary/5004871)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://greatriverfinancial.com

## Frequently asked questions

### Is Josh Wolberg a fee-only financial advisor?

Yes. Josh Wolberg is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.

### How does Josh charge for financial advice?

Josh charges a percentage of assets.

### How much does Josh charge?

According to Great River Financial's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Josh Wolberg based?

Josh Wolberg is based in Plymouth, Minnesota.

### What does Josh specialize in?

Josh's specialties include retirement planning and tax planning. Josh works with retirees and pre-retirees.

### What credentials does Josh Wolberg hold?

Josh Wolberg holds the CFP, MBA and RICP credentials.

### Is Josh Wolberg registered with the SEC?

Yes. Josh Wolberg is registered as an investment adviser representative in MN and TX (CRD 5004871), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Great River Financial manage?

Great River Financial reports $201.9M across 438 accounts in assets under management.

### How do I contact Josh Wolberg?

Through Josh's website, greatriverfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47176): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are 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://greatriverfinancial.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.