Margaret Swanson
Modus Advisors · Excelsior, Minnesota
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.
Request an introduction to Margaret →
Specialties
Facts
| Firm | Modus Advisors |
|---|---|
| Based in | Excelsior, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $601.1M across 1,500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6867550 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.modusadvisors.com |
How Margaret's firm compares
- Modus Advisors's average account is about $401,000, from its Form ADV (assets managed divided by 1,500 accounts).
Request an introduction to Margaret
Tell Margaret a little about what you're looking for. Margaret 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 Margaret
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Excelsior
Other advisors in Minnesota who focus on retirement planning
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
- Modus Advisors 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.