CFP financial advisors in Minnesota
How do I find fee-only advisors who hold the CFP in Minnesota?
In Minnesota, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Brendan Roath of Money Matters, Inc., Todd Moritz of White Turf Financial and Amber FitzRysler of Rising Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brendan Roath Money Matters, Inc., Minnetonka Holds the CFP, CPA and EA. Fees on file: percentage of assets.
- Todd Moritz White Turf Financial, St Paul Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Amber FitzRysler Rising Financial, Minneapolis Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Derek Van Calligan Allodium Investment Consultants, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc., Minneapolis Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Matt Laciskey Hyland Lake Partners, LLC, Edina Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 247
- Firms
- 134
- Cities
- 49
- Hold the CFP
- 100%
- Other credentials: CFA 4% · CPA 3% · EA 2%
- How they charge (of 246 with fees on file): percentage of assets 90% · fixed fees 71% · hourly 43% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Minnesota are there?
The Wellspent public graph lists 247 fee-only advisors who hold the CFP in Minnesota, at 134 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Minnesota located?
Of the 247 fee-only advisors who hold the CFP in Minnesota, 45 are in Minneapolis, followed by 37 in Edina and 24 in Bloomington.
How do fee-only advisors who hold the CFP in Minnesota charge?
The most common fee among fee-only advisors who hold the CFP in Minnesota is a percentage of assets, used by 90% of the 246 with fees on file. Many use more than one: 71% charge fixed fees and 43% charge by the hour.
How many fee-only advisors who hold the CFP in Minnesota hold the CFP?
100% of the 247 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Minnesota?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 247 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Jordan DeBoer | Calibration Financial | Milaca | AWMA, CFP | Flat fee or retainer, Ongoing planning fee |
| Mai Yang | Heartworth Financial | Saint Louis Park | CFP | One-time planning fee, Ongoing planning fee |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Jeff Burke | 7th Street Financial | Chaska | CFP | Ongoing planning fee, Hourly |
| Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. | Abundo Wealth | Minneapolis | CFP, CRPC | Subscription |
| Ben Wacek | Guide Financial Planning, LLC | Shoreview | CFP, CKA | One-time planning fee, Ongoing planning fee |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Matt Laciskey | Hyland Lake Partners, LLC | Edina | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Eaton Miller | PlanWell Financial Guidance | Hayfield | CFP | Flat fee or retainer, Ongoing planning fee |
| Janice Fier | Couloir Wealth Advisors, Inc. | Welch | CFP | Hourly, One-time planning fee |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| Janet Stanzak | Financial Empowerment, LLC | Burnsville | CFP, MS | Ongoing planning fee, One-time planning fee |
| 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 |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Sharon Bloodworth | White Oaks Wealth Advisors, Inc. | Minneapolis | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| Aashwin Sachdev | Luminous Money | Minneapolis | CFP | One-time planning fee, Hourly |
| Charlie Bolognino | Side-By-Side Financial Planning, LLC | Plymouth | CFP, ChFC | Ongoing planning fee, One-time planning fee |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Olivia Knapp | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Ryan Nelson | RLN Wealth | Plymouth | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brian Peterson | Endurance Financial Group | St. Paul | CFP, MBA | Percentage of assets, Fixed fees |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Cody Schaefer | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Dean Allen | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jack Zinser | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Jared Holt | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jeffrey Clark | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jeffrey Drayton | Jeffrey A. Drayton Financial Group, Inc. | Maple Grove | CDFA, CFP | Percentage of assets, Hourly |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Joel Baumgarten | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joshua Anderson | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
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