# Advisors for over $3 million in Minnesota > In Minnesota, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Khalil Harris of Punch & Associates, Ryan Trebil of Mairs & Power and Berthel Olsen of Keystone Wealth Advisors. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/minnesota/ 51 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 over $3 million in Minnesota? In Minnesota, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Khalil Harris of Punch & Associates, Ryan Trebil of Mairs & Power and Berthel Olsen of Keystone Wealth Advisors. ## How many fee-only advisors for over $3 million in Minnesota are there? The Wellspent public graph lists 51 fee-only advisors for over $3 million in Minnesota, at 4 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Minnesota located? Of the 51 fee-only advisors for over $3 million in Minnesota, 17 are in Edina, followed by 16 in St Paul and 15 in St. Paul. ## How do fee-only advisors for over $3 million in Minnesota charge? All 51 fee-only advisors for over $3 million in Minnesota with fees on file charge a percentage of assets. Many use more than one: 94% charge fixed fees and 63% charge performance-based fees. ## How many fee-only advisors for over $3 million in Minnesota hold the CFP? 25% of the 51 fee-only advisors for over $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 over $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 over $3 million in Minnesota? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Berthel Olsen](https://find.wellspent.co/advisors/berthel-olsen.md) | Keystone Wealth Advisors | Eagan, Minnesota | CFP | Percentage of assets, Hourly | | [Hilary Sweeney](https://find.wellspent.co/advisors/hilary-sweeney.md) | Mairs & Power | St. Paul, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Pearce](https://find.wellspent.co/advisors/paul-pearce.md) | Mairs & Power | St. Paul, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Adams](https://find.wellspent.co/advisors/andrew-adams.md) | Mairs & Power | St. Paul, Minnesota | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Brent Miller](https://find.wellspent.co/advisors/brent-miller.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Chad Kilmer](https://find.wellspent.co/advisors/chad-kilmer.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Strom](https://find.wellspent.co/advisors/christopher-strom.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Justin Miller](https://find.wellspent.co/advisors/justin-miller.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Kevin Earley](https://find.wellspent.co/advisors/kevin-earley.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Khalil Harris](https://find.wellspent.co/advisors/khalil-harris.md) | Punch & Associates | Edina, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Michelle Warren](https://find.wellspent.co/advisors/michelle-warren.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Patrick Farley](https://find.wellspent.co/advisors/patrick-farley.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Peter Johnson](https://find.wellspent.co/advisors/peter-johnson.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan Punch](https://find.wellspent.co/advisors/ryan-punch.md) | Punch & Associates | Edina, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan Trebil](https://find.wellspent.co/advisors/ryan-trebil.md) | Mairs & Power | St. Paul, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Angela Mattson](https://find.wellspent.co/advisors/angela-mattson.md) | Keystone Wealth Advisors | Eagan, Minnesota | | Percentage of assets, Hourly | | [Anthony Perala](https://find.wellspent.co/advisors/anthony-perala.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [John Carraux](https://find.wellspent.co/advisors/john-carraux.md) | Punch & Associates | Edina, Minnesota | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Kimberley Becker](https://find.wellspent.co/advisors/kimberley-becker.md) | Mairs & Power | St. Paul, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Lisa Kelly](https://find.wellspent.co/advisors/lisa-kelly.md) | Mairs & Power | St. Paul, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Marzolf](https://find.wellspent.co/advisors/michael-marzolf.md) | Mairs & Power | St. Paul, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Dwyer](https://find.wellspent.co/advisors/paul-dwyer.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Samuel Ludzack](https://find.wellspent.co/advisors/samuel-ludzack.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Steven Carlson](https://find.wellspent.co/advisors/steven-carlson.md) | Keystone Wealth Advisors | Eagan, Minnesota | | Percentage of assets, Hourly | | [Andrea Barkley](https://find.wellspent.co/advisors/andrea-barkley.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Matysik](https://find.wellspent.co/advisors/andrew-matysik.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Cory Kiner](https://find.wellspent.co/advisors/cory-kiner.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Heather Rezab](https://find.wellspent.co/advisors/heather-rezab.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Howard Punch](https://find.wellspent.co/advisors/howard-punch.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [James Hannack](https://find.wellspent.co/advisors/james-hannack.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Jessica Johnson](https://find.wellspent.co/advisors/jessica-johnson.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Kevin Worms-Lynch](https://find.wellspent.co/advisors/kevin-worms-lynch.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Linnea Akesson](https://find.wellspent.co/advisors/linnea-akesson.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Patrick Sheldon](https://find.wellspent.co/advisors/patrick-sheldon.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Ruth Langworthy](https://find.wellspent.co/advisors/ruth-langworthy.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Elizabeth Van Hoever](https://find.wellspent.co/advisors/elizabeth-van-hoever.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jaclyn Roof](https://find.wellspent.co/advisors/jaclyn-roof.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jeffrey Tolzin](https://find.wellspent.co/advisors/jeffrey-tolzin.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [John Oberg](https://find.wellspent.co/advisors/john-oberg.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Patrick Carotenuto](https://find.wellspent.co/advisors/patrick-carotenuto.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Roxana Rodriguez](https://find.wellspent.co/advisors/roxana-rodriguez.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Sean Deichert](https://find.wellspent.co/advisors/sean-deichert.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Thomas Walsh](https://find.wellspent.co/advisors/thomas-walsh.md) | Fiduciary Counselling | St Paul, Minnesota | CFP | Percentage of assets, Fixed fees | | [Andrew Lang](https://find.wellspent.co/advisors/andrew-lang.md) | Fiduciary Counselling | St Paul, Minnesota | CFA | Percentage of assets, Fixed fees | | [Christian Nielsen](https://find.wellspent.co/advisors/christian-nielsen.md) | Fiduciary Counselling | St Paul, Minnesota | CFA | Percentage of assets, Fixed fees | | [Devon Sandhu](https://find.wellspent.co/advisors/devon-sandhu.md) | Fiduciary Counselling | St Paul, Minnesota | CFA | Percentage of assets, Fixed fees | | [Michael Clancey](https://find.wellspent.co/advisors/michael-clancey.md) | Fiduciary Counselling | St Paul, Minnesota | CFA | Percentage of assets, Fixed fees | | [Adam Tlusty](https://find.wellspent.co/advisors/adam-tlusty.md) | Fiduciary Counselling | St Paul, Minnesota | | Percentage of assets, Fixed fees | | [Isaac Daugherty](https://find.wellspent.co/advisors/isaac-daugherty.md) | Fiduciary Counselling | St Paul, Minnesota | | Percentage of assets, Fixed fees | | [Laura Neal](https://find.wellspent.co/advisors/laura-neal.md) | Fiduciary Counselling | St Paul, Minnesota | | Percentage of assets, Fixed fees | Showing the first 50 of 51. The full list, page by page: https://find.wellspent.co/by/financial-advisors-over-3-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).