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Advisor

Rebecca Krieger

Accredited Investors Wealth Management® · Edina, Minnesota

Rebecca Krieger is a fee-only financial advisor at Accredited Investors Wealth Management® in Edina, Minnesota, who holds the CFP, CPA and CPA/PFS credentials. Rebecca focuses on estate & legacy planning, tax planning and family wealth transfer. Accredited Investors Wealth Management® reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFPCPACPA/PFS

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Specialties

Facts

FirmAccredited Investors Wealth Management®
Based in Edina, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$4.41B across 5,077 accounts
CredentialsCFP · CPA · CPA/PFS
Firm size53 employees
Websiteaccredited.com
LinkedInProfile

How Rebecca's firm compares

  • Accredited Investors Wealth Management®'s average account is about $869,000, from its Form ADV (assets managed divided by 5,077 accounts).

What fee-only advisors charge in Minnesota

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Questions about Rebecca

Is Rebecca Krieger a fee-only financial advisor?

Yes. Rebecca Krieger is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Rebecca charge for financial advice?

Rebecca's firm, Accredited Investors Wealth Management®, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Rebecca Krieger based?

Rebecca Krieger is based in Edina, Minnesota.

What does Rebecca specialize in?

Rebecca's specialties include estate & legacy planning, tax planning and family wealth transfer.

What credentials does Rebecca Krieger hold?

Rebecca Krieger holds the CFP, CPA and CPA/PFS credentials.

How much does Accredited Investors Wealth Management® manage?

Accredited Investors Wealth Management® reports $4.41B across 5,077 accounts in assets under management.

How do I contact Rebecca Krieger?

Through Rebecca's website, accredited.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Edina

Other advisors in Minnesota who focus on estate & legacy planning

Where this information comes from

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