Advisors for $1 million to $3 million in Minnesota
How do I find fee-only advisors for $1 million to $3 million in Minnesota?
In Minnesota, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Sharon Bloodworth of White Oaks Wealth Advisors, Inc., Kathleen Nelson of Silveroak Wealth Management, LLC and Gregory Baranivsky of Twele Capital Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc., Minneapolis Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Kathleen Nelson Silveroak Wealth Management, LLC, Edina Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Gregory Baranivsky Twele Capital Management, Minnetonka Holds the CFA. Fees on file: percentage of assets.
- Nathaniel Beebe Ulland Investment Advisors, Minneapolis Holds the CFA. Fees on file: percentage of assets.
- Frederick Semmer Caissa Wealth Strategies, Bloomington Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Kody Sherlund Brooklyn FI, Bloomington Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 64
- Firms
- 23
- Cities
- 10
- Hold the CFP
- 27%
- Other credentials: CFA 19% · CPA 3% · ChFC 3%
- How they charge (of 64 with fees on file): percentage of assets 100% · fixed fees 73% · hourly 39% · performance-based fees 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Minnesota are there?
The Wellspent public graph lists 64 fee-only advisors for $1 million to $3 million in Minnesota, at 23 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Minnesota located?
Of the 64 fee-only advisors for $1 million to $3 million in Minnesota, 27 are in Minneapolis, followed by 17 in Edina and 5 in Minnetonka.
How do fee-only advisors for $1 million to $3 million in Minnesota charge?
All 64 fee-only advisors for $1 million to $3 million in Minnesota with fees on file charge a percentage of assets. Many use more than one: 73% charge fixed fees and 39% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Minnesota hold the CFP?
27% of the 64 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Minnesota?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 64 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Sharon Bloodworth | White Oaks Wealth Advisors, Inc. | Minneapolis | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| 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 |
| Kathleen Nelson | Silveroak Wealth Management, LLC | Edina | CFP, CPA/PFS | Percentage of assets, Hourly |
| Nathaniel Beebe | Ulland Investment Advisors | Minneapolis | CFA | Percentage of assets |
| Beth Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Brian Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Glenn Steinke | GS Investments | Eagan | CFA | Percentage of assets |
| James Skjong | Ulland Investment Advisors | Minneapolis | Not listed | Percentage of assets |
| Greg Cunningham | GS Investments | Eagan | Not listed | Percentage of assets |
| Aimee Bauman | Caissa Wealth Strategies | Bloomington | CFP, ChFC | Percentage of assets, Fixed fees |
| Alexander Dunne | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Andrew Campbell | Caissa Wealth Strategies | Bloomington | CFP | Percentage of assets, Fixed fees |
| Christopher Link | Silveroak Wealth Management | Edina | CFP, PFS | Percentage of assets, Hourly |
| Daniel Hedegard | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Jeremy Graff | Graff Financial | Edina | CFP | Percentage of assets, Hourly |
| Jonathan Scharlau | Silveroak Wealth Management | Edina | CFP, CFA | Percentage of assets, Hourly |
| Jordan Elling | Marquette Wealth Management | Minnetonka | CFP | Percentage of assets |
| Kody Sherlund | Brooklyn FI | Bloomington | CFP | Percentage of assets, Hourly |
| Laura Bereiter | White Oaks Wealth Advisors | Minneapolis | CFP, PFS | Percentage of assets, Hourly |
| Merissa Perkins | Caissa Wealth Strategies | Bloomington | CFP, ChFC | Percentage of assets, Fixed fees |
| Nicholas Thunker | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Paul Kinneberg | Longview Financial | Zimmerman | CFP | Percentage of assets, Hourly |
| Shannon King | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Christopher Dougall | Dunnavan & | Minneapolis | CFA | Percentage of assets |
| Frederick Semmer | Caissa Wealth Strategies | Bloomington | CFA | Percentage of assets, Fixed fees |
| Keith Tufte | Longview Wealth Management | Orono | CFA | Percentage of assets, Hourly |
| Mark Vitelli | Compass Capital Management | Minneapolis | CFA | Percentage of assets, Fixed fees |
| William Dove | 1834 Investment Advisors | St. Louis Park | CFA | Percentage of assets, Fixed fees |
| Alyssa Craggs | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Bradley Dirksen | 1834 Investment Advisors | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Cammack Byers | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Charles Kelley | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Christopher Kelley | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Christopher Nuth | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Craig McPherson | DSG Capital Advisors | Edina | Not listed | Percentage of assets, Hourly |
| Cynthia Slater | DSG Capital Advisors | Edina | Not listed | Percentage of assets, Hourly |
| Denver Gilliand | DSG Capital Advisors | Edina | Not listed | Percentage of assets, Hourly |
| Donald Johnson | Dunnavan & | Minneapolis | Not listed | Percentage of assets |
| Elizabeth Alward | Compass Capital Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Gary Greenberg | Gary L. Greenberg | Eden Prairie | Not listed | Percentage of assets, Fixed fees |
| Helena Dougall | Dunnavan & | Minneapolis | Not listed | Percentage of assets |
| Jack Bridgeman | DSG Capital Advisors | Edina | Not listed | Percentage of assets, Hourly |
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