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Advisors for $500,000 to $1 million in Minnesota

All 75 advisors

Advisors for $500,000 to $1 million in Minnesota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brittany Metzig Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Eric Hutchens Allodium Investment Consultants Minneapolis CFP, CFA Percentage of assets, Hourly
Jason Good Excelsior Investors Excelsior CFP, CFA Percentage of assets, Fixed fees
Jessica Dolmage Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Kimberly Hamlin Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Matthew Elliott Pulse Financial Planning Rochester CFP Percentage of assets, Fixed fees
Michelle Kpissay Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Nicholas Johnson Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Robert Caverly Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Ross Levin Accredited Investors Wealth Management Edina CFP Percentage of assets, Fixed fees
Sabrina Fay Bond & Devick Wealth Partners Saint Louis Park CFP, ChFC Percentage of assets, Hourly
Saul Baumann Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Zackary Trevis Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Jacob Wolkowitz Accredited Investors Wealth Management Edina CFA Percentage of assets, Fixed fees
Sean Smith Accredited Investors Wealth Management Edina CFA Percentage of assets, Fixed fees
Anthony Smith MRB Capital Centerville Not listed Percentage of assets
Arlene Kielley Somerset Group Wayzata Not listed Percentage of assets
Cynthia Hansen Somerset Group Wayzata Not listed Percentage of assets
Jay Pluimer Flourish Wealth Management Edina Not listed Percentage of assets, Hourly
Jayden Shultz Flourish Wealth Management Edina Not listed Percentage of assets, Hourly
Joseph Fenwick Flourish Wealth Management Edina Not listed Percentage of assets, Hourly
Kurt Mortenson Keystone Private Wealth Menahga Not listed Percentage of assets, Hourly
Lewis Coffey Windsor Capital Management Bloomington Not listed Percentage of assets, Hourly
Matthew Farris Bond & Devick Wealth Partners Saint Louis Park Not listed Percentage of assets, Hourly
Teresa Devick Bond & Devick Wealth Partners Saint Louis Park Not listed Percentage of assets, Hourly