Mallory Kretman
Laurel Wealth Planning · Edina, Minnesota
Mallory Kretman is a fee-only financial advisor at Laurel Wealth Planning in Edina, Minnesota, who holds the CFP credential. Mallory charges an ongoing planning fee (typically works with clients with $750,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Mallory →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Laurel Wealth Planning |
|---|---|
| Based in | Edina, Minnesota |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $750,000 or more |
| Accepting new clients | Yes |
| Assets under management | $453.6M across 1,008 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5959559 |
| Exams passed | Series 65 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.laurelwealthplanning.com |
| Profile |
Request an introduction to Mallory
Tell Mallory a little about what you're looking for. Mallory 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 Mallory
Is Mallory Kretman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mallory holds no broker registration, and Laurel Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mallory charge for financial advice?
Mallory charges an ongoing planning fee.
How much does Mallory charge?
According to Laurel Wealth Planning's website, checked October 30, 2026: typically works with clients with $750,000 or more.
Where is Mallory Kretman based?
Mallory Kretman is based in Edina, Minnesota.
What does Mallory specialize in?
Mallory's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Mallory works with retirees, pre-retirees and divorced individuals.
What credentials does Mallory Kretman hold?
Mallory Kretman holds the CFP credential.
Is Mallory Kretman registered with the SEC?
Yes. Mallory Kretman is registered as an investment adviser representative in MN and TX (CRD 5959559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laurel Wealth Planning manage?
Laurel Wealth Planning reports $453.6M across 1,008 accounts in assets under management.
How do I contact Mallory Kretman?
Through Mallory's website, www.laurelwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Laurel Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.