Financial advisors for executives in Minnesota

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.

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.

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.

See every fee-only advisor fee in Minnesota

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Minnesota tax alongside federal tax?
6. 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.