# Advisors for $500,000 to $1 million in Minnesota > In Minnesota, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Ryan Nelson of RLN Wealth and Jason Good of Excelsior Investors. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/minnesota/ 75 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in Minnesota? In Minnesota, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Ryan Nelson of RLN Wealth and Jason Good of Excelsior Investors. ## How many fee-only advisors for $500,000 to $1 million in Minnesota are there? The Wellspent public graph lists 75 fee-only advisors for $500,000 to $1 million in Minnesota, at 26 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Minnesota located? Of the 75 fee-only advisors for $500,000 to $1 million in Minnesota, 26 are in Minneapolis, followed by 10 in Saint Louis Park and 8 in Edina. ## How do fee-only advisors for $500,000 to $1 million in Minnesota charge? The most common fee among fee-only advisors for $500,000 to $1 million in Minnesota is a percentage of assets, used by 89% of the 75 with fees on file. Many use more than one: 60% charge fixed fees and 37% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Minnesota hold the CFP? 51% of the 75 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Minnesota? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [RJ Devick](https://find.wellspent.co/advisors/rj-devick.md) | Bond&Devick Wealth Partners | Saint Louis Park, Minnesota | BA, BFA, BS, CFP, Chartered SRI Counselor, ChFC, CRPC | Percentage of assets, One-time planning fee | | [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Rebecca Krieger](https://find.wellspent.co/advisors/rebecca-krieger.md) | Accredited Investors Wealth Management® | Edina, Minnesota | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees | | [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 | | [Ryan Nelson](https://find.wellspent.co/advisors/ryan-nelson.md) | RLN Wealth | Plymouth, Minnesota | CFP, CPA, MBA, MS | Percentage of assets, Hourly, Fixed fees | | [Derek Van Calligan](https://find.wellspent.co/advisors/derek-van-calligan.md) | Allodium Investment Consultants | Minneapolis, Minnesota | AIF, CFP, CIMA, CFA, MBA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee | | [Taylor Harwood](https://find.wellspent.co/advisors/taylor-harwood.md) | Crane Capital Management | Spring Park, Minnesota | CFP | Percentage of assets | | [Edward Anderson](https://find.wellspent.co/advisors/edward-anderson.md) | Twin Arbor Wealth Management | Saint Paul, Minnesota | CFP | Ongoing planning fee | | [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 | | [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 | | [Connor Oak](https://find.wellspent.co/advisors/connor-oak.md) | Crane Capital Management | Spring Park, Minnesota | | Percentage of assets | | [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 | | [Tanya Nichols](https://find.wellspent.co/advisors/tanya-nichols.md) | Retire Agile | Hermantown, Minnesota | CFP | Percentage of assets, Fixed fees | | [Noah Haverdink](https://find.wellspent.co/advisors/noah-haverdink.md) | EPIQ Partners | Minneapolis, Minnesota | CFP | Flat fee or retainer, Ongoing planning fee | | [Susan Becker](https://find.wellspent.co/advisors/susan-becker.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFA | Percentage of assets | | [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 | | [Matthew Cookson](https://find.wellspent.co/advisors/matthew-cookson.md) | Cookson Financial | Excelsior, Minnesota | | Percentage of assets | | [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 | | [Benjamin Lazarus](https://find.wellspent.co/advisors/benjamin-lazarus.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [Bruce Langer](https://find.wellspent.co/advisors/bruce-langer.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Aronson](https://find.wellspent.co/advisors/daniel-aronson.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Boeckermann](https://find.wellspent.co/advisors/daniel-boeckermann.md) | BGM | Bloomington, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Heidi Hukriede](https://find.wellspent.co/advisors/heidi-hukriede.md) | Stonebridge Capital Advisors | St. Paul, Minnesota | CFA | Percentage of assets | | [John Schonberg](https://find.wellspent.co/advisors/john-schonberg.md) | Stonebridge Capital Advisors | St. Paul, Minnesota | CFA | Percentage of assets | | [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 | | [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 | | [David Martell](https://find.wellspent.co/advisors/david-martell.md) | NavPoint Financial | Prior Lake, Minnesota | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Krista Ketelsen](https://find.wellspent.co/advisors/krista-ketelsen.md) | NavPoint Financial | Prior Lake, Minnesota | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Patrick Illies](https://find.wellspent.co/advisors/patrick-illies.md) | Twin Cities Retirement Group | Plymouth, Minnesota | | Percentage of assets | | [Thomas Sjoberg](https://find.wellspent.co/advisors/thomas-sjoberg.md) | Twin Cities Retirement Group | Plymouth, Minnesota | | Percentage of assets | | [Benjamin Frey](https://find.wellspent.co/advisors/benjamin-frey.md) | EPIQ Partners | Minneapolis, Minnesota | | Flat fee or retainer, Ongoing planning fee | | [Rachel Nault](https://find.wellspent.co/advisors/rachel-nault.md) | Stonebridge Capital Advisors | St. Paul, Minnesota | | Percentage of assets | | [Robert Kincade](https://find.wellspent.co/advisors/robert-kincade.md) | Stonebridge Capital Advisors | St. Paul, Minnesota | | Percentage of assets | | [Andrew Feterl](https://find.wellspent.co/advisors/andrew-feterl.md) | Bond & Devick Wealth Partners | Saint Louis Park, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 75. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/minnesota/?page=2 ## 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).