Josh Wolberg
Great River Financial · Plymouth, Minnesota
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.
Request an introduction to Josh →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $201.9M across 438 accounts |
| Credentials | CFP · MBA · RICP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5004871 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | greatriverfinancial.com |
How Josh's firm compares
- Great River Financial's average account is about $461,000, from its Form ADV (assets managed divided by 438 accounts).
Request an introduction to Josh
Tell Josh a little about what you're looking for. Josh isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Josh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Great River Financial 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.
See something wrong? Request a correction. Read our methodology.