Ross Levin
Accredited Investors Wealth Management · Edina, Minnesota
Ross Levin is a fee-only financial advisor at Accredited Investors Wealth Management in Edina, Minnesota, who holds the CFP credential. Accredited Investors Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Accredited 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 1060168 |
| Exams passed | Series 63 (1982) · Series 65 (1990) |
| Firm size | 53 employees |
| Disclosures | None reported |
| Website | www.accredited.com |
How Ross'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).
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Questions about Ross
Is Ross Levin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Accredited Investors Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Accredited Investors Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ross Levin based?
Ross Levin is based in Edina, Minnesota.
What credentials does Ross Levin hold?
Ross Levin holds the CFP credential.
Is Ross Levin registered with the SEC?
Yes. Ross Levin is registered as an investment adviser representative in MN (CRD 1060168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Ross Levin?
Through Ross's website, www.accredited.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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
- 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.
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