Advisors for $500,000 to $1 million in Minnesota
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.
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.
- Ryan Nelson RLN Wealth, Plymouth Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jason Good Excelsior Investors, Excelsior Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Rebecca Krieger Accredited Investors Wealth Management®, Edina Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Susan Becker Nicollet Investment Management, Minneapolis Holds the CFA. Fees on file: percentage of assets.
- Heidi Hukriede Stonebridge Capital Advisors, St. Paul Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 75
- Firms
- 26
- Cities
- 16
- Hold the CFP
- 51%
- Other credentials: CFA 15% · CPA 3% · ChFC 3%
- How they charge (of 75 with fees on file): percentage of assets 89% · fixed fees 60% · hourly 37% · flat fee or retainer 12%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 75 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Olivia Knapp | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Ryan Nelson | RLN Wealth | Plymouth | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| Taylor Harwood | Crane Capital Management | Spring Park | CFP | Percentage of assets |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Jacob Thibault | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Marc Hadley | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Ross Gobel | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Spencer Davies | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| William Friederichs | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Tanya Nichols | Retire Agile | Hermantown | CFP | Percentage of assets, Fixed fees |
| Noah Haverdink | EPIQ Partners | Minneapolis | CFP | Flat fee or retainer, Ongoing planning fee |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Matthew Cookson | Cookson Financial | Excelsior | Not listed | Percentage of assets |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | 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 |
| Daniel Boeckermann | BGM | Bloomington | Not listed | Percentage of assets, Hourly |
| Heidi Hukriede | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| John Schonberg | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Bruce Carlson | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| David Martell | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Krista Ketelsen | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Benjamin Frey | EPIQ Partners | Minneapolis | Not listed | Flat fee or retainer, Ongoing planning fee |
| Rachel Nault | Stonebridge Capital Advisors | St. Paul | Not listed | Percentage of assets |
| Robert Kincade | Stonebridge Capital Advisors | St. Paul | Not listed | Percentage of assets |
| Andrew Feterl | Bond & Devick Wealth Partners | Saint Louis Park | CFP | Percentage of assets, Hourly |
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