CFA financial advisors in Minnesota
How do I find fee-only advisors who hold the CFA in Minnesota?
In Minnesota, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Lauri Salverda of Castle Rock Financial Planning, Inc. and Brandon Small of Invested Interests.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Derek Van Calligan Allodium Investment Consultants, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Lauri Salverda Castle Rock Financial Planning, Inc., Mendota Heights Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brandon Small Invested Interests, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets.
- David Hauge Hauge Wealth Management, LLC, Saint Louis Park Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Matt Pruitt Exhale Wealth Management, LLC, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Steven Drost Drost Financial, Ham Lake Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 63
- Firms
- 40
- Cities
- 19
- Hold the CFP
- 17%
- Other credentials: CFA 100%
- How they charge (of 63 with fees on file): percentage of assets 95% · fixed fees 68% · performance-based fees 22% · hourly 21%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Minnesota are there?
The Wellspent public graph lists 63 fee-only advisors who hold the CFA in Minnesota, at 40 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Minnesota located?
Of the 63 fee-only advisors who hold the CFA in Minnesota, 14 are in Minneapolis, followed by 12 in St. Paul and 9 in Edina.
How do fee-only advisors who hold the CFA in Minnesota charge?
The most common fee among fee-only advisors who hold the CFA in Minnesota is a percentage of assets, used by 95% of the 63 with fees on file. Many use more than one: 68% charge fixed fees and 22% charge performance-based fees.
How many fee-only advisors who hold the CFA in Minnesota hold the CFP?
17% of the 63 fee-only advisors who hold the CFA in Minnesota hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Minnesota?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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.
All 63 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lauri Salverda | Castle Rock Financial Planning, Inc. | Mendota Heights | AIF, CFA, CFP | Percentage of assets, Hourly |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| Brandon Small | Invested Interests | Minneapolis | CFP, CFA | Percentage of assets |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Steven Drost | Drost Financial | Ham Lake | CFP, CFA | Percentage of assets, Fixed fees |
| Aaron Lindberg | Kingdom Legacy Advisors | Minnetonka | CFP, CFA | Percentage of assets, Fixed fees |
| Alexander Braun | Financial Planning Navigators | Maple Grove | CFA | Percentage of assets, Fixed fees |
| Cade Johnson | Petros Family Wealth | Bloomington | CFA | Percentage of assets, Fixed fees |
| Kari Haanstad | Modus Advisors | Excelsior | CFA | Percentage of assets, Hourly |
| Phillip Christenson | Phillip James Financial | Plymouth | CFA | Percentage of assets |
| Andrew Adams | Mairs & Power | St. Paul | CFA, CIC | Percentage of assets, Fixed fees |
| Brent Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Chad Kilmer | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Christopher Strom | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| David Hauge | Hauge Wealth Management, LLC | Saint Louis Park | CFA, CFP | Percentage of assets, Fixed fees |
| David Kerwin | Kerwin Asset Management | Edina | CFA | Percentage of assets |
| Gregory Baranivsky | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| Jared Plotz | Ulland Investment Advisors | Minneapolis | CFA | Percentage of assets |
| John Twele | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| Justin Henne | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| Justin Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Kevin Earley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Michelle Warren | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Nathaniel Beebe | Ulland Investment Advisors | Minneapolis | CFA | Percentage of assets |
| Patrick Farley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Peter Johnson | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Ryan Trebil | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Jeremy Bryan | IndiWealth | Maple Grove | CFA | Percentage of assets, Fixed fees |
| Joshua Grass | Stapleton Asset Management | Delano | CFA | Percentage of assets, Hourly |
| Anthony Perala | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Benjamin Lazarus | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| Bruce Langer | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| Daniel Aronson | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
| Glenn Steinke | GS Investments | Eagan | CFA | Percentage of assets |
| Heidi Hukriede | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| John Carraux | Punch & Associates | Edina | CFA, CIC | Percentage of assets, Fixed fees |
| John Schonberg | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| Paul Dwyer | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Samuel Ludzack | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Eric Hutchens | Allodium Investment Consultants | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Fang Huang | Echo Wealth Management | Plymouth | CFP, CFA | Percentage of assets, Fixed fees |
| Jason Good | Excelsior Investors | Excelsior | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Scharlau | Silveroak Wealth Management | Edina | CFP, CFA | Percentage of assets, Hourly |
| Adam Mans | AKM Advisory | Edina | CFA | Percentage of assets |
| Andrew Lang | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Christian Nielsen | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Christopher Dougall | Dunnavan & | Minneapolis | CFA | Percentage of assets |
| Devon Sandhu | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
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