Advisors for over $3 million in Minnesota
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Khalil Harris Punch & Associates, Edina Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Ryan Trebil Mairs & Power, St. Paul Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Berthel Olsen Keystone Wealth Advisors, Eagan Holds the CFP. Fees on file: percentage of assets, hourly.
- Patrick Carotenuto Fiduciary Counselling, St Paul Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 51
- Firms
- 4
- Cities
- 4
- Hold the CFP
- 25%
- Other credentials: CFA 35%
- How they charge (of 51 with fees on file): percentage of assets 100% · fixed fees 94% · performance-based fees 63% · hourly 6%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 51 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Berthel Olsen | Keystone Wealth Advisors | Eagan | CFP | Percentage of assets, Hourly |
| Hilary Sweeney | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Paul Pearce | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Andrew Adams | Mairs & Power | St. Paul | CFA, CIC | Percentage of assets, Fixed fees |
| Brent Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Chad Kilmer | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Christopher Strom | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Justin Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Kevin Earley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Khalil Harris | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Michelle Warren | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Patrick Farley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Peter Johnson | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Ryan Punch | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Ryan Trebil | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Angela Mattson | Keystone Wealth Advisors | Eagan | Not listed | Percentage of assets, Hourly |
| Anthony Perala | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| John Carraux | Punch & Associates | Edina | CFA, CIC | Percentage of assets, Fixed fees |
| Kimberley Becker | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Lisa Kelly | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Michael Marzolf | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Paul Dwyer | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Samuel Ludzack | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Steven Carlson | Keystone Wealth Advisors | Eagan | Not listed | Percentage of assets, Hourly |
| Andrea Barkley | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Andrew Matysik | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Cory Kiner | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Heather Rezab | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Howard Punch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| James Hannack | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Jessica Johnson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Kevin Worms-Lynch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Linnea Akesson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Patrick Sheldon | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Ruth Langworthy | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Van Hoever | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Jaclyn Roof | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Jeffrey Tolzin | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| John Oberg | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Patrick Carotenuto | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Roxana Rodriguez | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Sean Deichert | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Thomas Walsh | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Andrew Lang | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Christian Nielsen | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Devon Sandhu | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Michael Clancey | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Adam Tlusty | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Isaac Daugherty | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
| Laura Neal | Fiduciary Counselling | St Paul | Not listed | Percentage of assets, Fixed fees |
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