# Financial advisors for executives in Minnesota > For executives in Minnesota, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Susan Becker of Nicollet Investment Management, Sarah Kang of UAK Diversified Wealth Advisors and Trevor Ausen of Authentic Life Financial Planning. Page: https://find.wellspent.co/audiences/executives/minnesota/ 58 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Minnesota? For executives in Minnesota, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Susan Becker of Nicollet Investment Management, Sarah Kang of UAK Diversified Wealth Advisors and Trevor Ausen of Authentic Life Financial Planning. - [Susan Becker](https://find.wellspent.co/advisors/susan-becker/), Nicollet Investment Management, Minneapolis. Holds the CFA. Fees on file: percentage of assets. - [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang/), UAK Diversified Wealth Advisors, Minnetonka. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen/), Authentic Life Financial Planning, Minneapolis. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [Tristan Cox](https://find.wellspent.co/advisors/tristan-cox/), Wealth Span Capital Management, Northfield. Holds the CFP. Fees on file: flat fee or retainer. - [Bjorn Amundson](https://find.wellspent.co/advisors/bjorn-amundson/), Quarry Hill Advisors, St Paul. Holds the CFP. Fees on file: percentage of assets. - [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow/), All Star Financial, Minneapolis. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Minnesota work with executives? The Wellspent public graph lists 58 fee-only advisors for executives in Minnesota, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Minnesota located? Of the 58 fee-only advisors for executives in Minnesota, 23 are in Minneapolis, followed by 9 in Saint Paul and 7 in Bloomington. ## How do fee-only advisors for executives in Minnesota charge? The most common fee among fee-only advisors for executives in Minnesota is a percentage of assets, used by 95% of the 58 with fees on file. Many use more than one: 76% charge fixed fees and 34% charge by the hour. ## How much do fee-only financial advisors charge in Minnesota? Fee-only financial advisors in Minnesota charge a median of $2,100 a year for ongoing planning. We found this across the published prices of 16 Minnesota firms. ## How much does a one-time financial plan cost in Minnesota? A one-time financial plan from a fee-only firm in Minnesota has a median price of $1,200. We found this across the published prices of 13 Minnesota firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Minnesota, 55% of the 58 advisors listed hold the CFP. - CFA (3% of advisors listed): The CFA helps with concentrated stock. - CFP (55% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Minnesota advisors for executives compare with the rest of the US? 76% of fee-only advisors for executives in Minnesota charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Minnesota tax income on top of federal tax? Yes. Minnesota has a state income tax, so a financial plan for a Minnesota resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Minnesota? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Minnesota can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Minnesota? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Minnesota tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Minnesota? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kelly Pedersen](https://find.wellspent.co/advisors/kelly-pedersen.md) | Caissa Wealth Strategies | Minneapolis, Minnesota | CDFA, CFP | Percentage of assets, Fixed fees | | [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang.md) | UAK Diversified Wealth Advisors | Minnetonka, Minnesota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Colleen Weber](https://find.wellspent.co/advisors/colleen-weber.md) | Colleen Weber CPA | Chanhassen, Minnesota | CFP | Fixed fees | | [Olivia Knapp](https://find.wellspent.co/advisors/olivia-knapp.md) | Colleen Weber CPA | Chanhassen, Minnesota | CFP | Fixed fees | | [Bjorn Amundson](https://find.wellspent.co/advisors/bjorn-amundson.md) | Quarry Hill Advisors | St Paul, Minnesota | CFP | Percentage of assets | | [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Vancura](https://find.wellspent.co/advisors/bryan-vancura.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Eric Moleski](https://find.wellspent.co/advisors/eric-moleski.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Joshua Moklestad](https://find.wellspent.co/advisors/joshua-moklestad.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Noah Semmann](https://find.wellspent.co/advisors/noah-semmann.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Tristan Cox](https://find.wellspent.co/advisors/tristan-cox.md) | Wealth Span Capital Management | Northfield, Minnesota | CFP | Flat fee or retainer | | [Anthony Parr](https://find.wellspent.co/advisors/anthony-parr.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Brian McKnight](https://find.wellspent.co/advisors/brian-mcknight.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Emily Noyes](https://find.wellspent.co/advisors/emily-noyes.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Eric Gardner](https://find.wellspent.co/advisors/eric-gardner.md) | All Star Financial | Minneapolis, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Joe Enzler](https://find.wellspent.co/advisors/joe-enzler.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [John Rudi](https://find.wellspent.co/advisors/john-rudi.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jacob Thibault](https://find.wellspent.co/advisors/jacob-thibault.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Meyer](https://find.wellspent.co/advisors/jon-meyer.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Frazier](https://find.wellspent.co/advisors/katherine-frazier.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Marc Hadley](https://find.wellspent.co/advisors/marc-hadley.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Naveen Sharma](https://find.wellspent.co/advisors/naveen-sharma.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Ross Gobel](https://find.wellspent.co/advisors/ross-gobel.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Davies](https://find.wellspent.co/advisors/spencer-davies.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [William Friederichs](https://find.wellspent.co/advisors/william-friederichs.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Aimee Hatlestad](https://find.wellspent.co/advisors/aimee-hatlestad.md) | The Hatlestad Group | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Connie Biselx](https://find.wellspent.co/advisors/connie-biselx.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Donald Phillips](https://find.wellspent.co/advisors/donald-phillips.md) | Greater Midwest Financial Group | Saint Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Grant Germscheid](https://find.wellspent.co/advisors/grant-germscheid.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jacob Kogler](https://find.wellspent.co/advisors/jacob-kogler.md) | Greater Midwest Financial Group | Saint Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [James Ronn](https://find.wellspent.co/advisors/james-ronn.md) | Greater Midwest Financial Group | Saint Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Joshua Jenson](https://find.wellspent.co/advisors/joshua-jenson.md) | One Life Financial Group | White Bear Lake, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Phillips](https://find.wellspent.co/advisors/robert-phillips-5692579.md) | Greater Midwest Financial Group | Saint Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Derek Wulff](https://find.wellspent.co/advisors/derek-wulff.md) | Navista Wealth Management | Minnetonka, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Susan Becker](https://find.wellspent.co/advisors/susan-becker.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFA | Percentage of assets | | [Beth Carrington](https://find.wellspent.co/advisors/beth-carrington.md) | Perceptive Edge | Wayzata, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Brian Carrington](https://find.wellspent.co/advisors/brian-carrington.md) | Perceptive Edge | Wayzata, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Emily Dolan](https://find.wellspent.co/advisors/emily-dolan.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [John Obrien](https://find.wellspent.co/advisors/john-obrien.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Mindy Prow](https://find.wellspent.co/advisors/mindy-prow.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Nelson Moen](https://find.wellspent.co/advisors/nelson-moen.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Patricia Kavanagh](https://find.wellspent.co/advisors/patricia-kavanagh.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Daniel Boeckermann](https://find.wellspent.co/advisors/daniel-boeckermann.md) | BGM | Bloomington, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Nathan Travis](https://find.wellspent.co/advisors/nathan-travis.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Nicholas Heyer](https://find.wellspent.co/advisors/nicholas-heyer.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Timothy Fahey](https://find.wellspent.co/advisors/timothy-fahey.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Brian Lahr](https://find.wellspent.co/advisors/brian-lahr.md) | One Life Financial Group | White Bear Lake, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Bruce Carlson](https://find.wellspent.co/advisors/bruce-carlson.md) | NavPoint Financial | Prior Lake, Minnesota | | Percentage of assets, Flat fee or retainer, One-time planning fee | Showing the first 50 of 58. The full list, page by page: https://find.wellspent.co/audiences/executives/minnesota/?page=2 ## Related - [Retirement planning in Minnesota](https://find.wellspent.co/specialties/retirement-planning/minnesota.md) - [Estate planning in Minnesota](https://find.wellspent.co/specialties/estate-planning/minnesota.md) - [Retirees in Minnesota](https://find.wellspent.co/audiences/retirees/minnesota.md) - [Tax planning in Minnesota](https://find.wellspent.co/specialties/tax-planning/minnesota.md) - [Pre-retirees in Minnesota](https://find.wellspent.co/audiences/pre-retirees/minnesota.md) - [Small business owners in Minnesota](https://find.wellspent.co/specialties/small-business-owners/minnesota.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).