# Margaret Swanson

> Margaret Swanson is a fee-only financial advisor at Modus Advisors in Excelsior, Minnesota, who holds the CFP credential. Margaret focuses on retirement planning, tax planning and estate & legacy planning. Modus Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/margaret-swanson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Modus Advisors
- **Based in:** Excelsior, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $601.1M across 1,500 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6867550 (https://adviserinfo.sec.gov/individual/summary/6867550)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.modusadvisors.com/

## Frequently asked questions

### Is Margaret Swanson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Modus Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Margaret charge for financial advice?

Margaret's firm, Modus Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Margaret Swanson based?

Margaret Swanson is based in Excelsior, Minnesota.

### What does Margaret specialize in?

Margaret's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Margaret Swanson hold?

Margaret Swanson holds the CFP credential.

### Is Margaret Swanson registered with the SEC?

Yes. Margaret Swanson is registered as an investment adviser representative in MN (CRD 6867550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Modus Advisors manage?

Modus Advisors reports $601.1M across 1,500 accounts in assets under management.

### How do I contact Margaret Swanson?

Through Margaret's website, www.modusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6867550): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.modusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.