Saul Baumann
Allodium Investment Consultants · Minneapolis, Minnesota
Saul Baumann is a fee-only financial advisor at Allodium Investment Consultants in Minneapolis, Minnesota, who holds the CFP credential. Allodium Investment Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Allodium Investment Consultants |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $576.8M across 831 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MN · CRD 6016404 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.allodium.com |
How Saul's firm compares
- Allodium Investment Consultants's average account is about $694,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Saul
Is Saul Baumann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Saul holds no broker registration, and Allodium Investment Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Saul charge for financial advice?
Saul's firm, Allodium Investment Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Saul Baumann based?
Saul Baumann is based in Minneapolis, Minnesota.
What credentials does Saul Baumann hold?
Saul Baumann holds the CFP credential.
Is Saul Baumann registered with the SEC?
Yes. Saul Baumann is registered as an investment adviser representative in IL and MN (CRD 6016404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allodium Investment Consultants manage?
Allodium Investment Consultants reports $576.8M across 831 accounts in assets under management.
How do I contact Saul Baumann?
Through Saul's website, www.allodium.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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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