Advisors for under $500,000 in Minnesota
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Brendan Roath of Money Matters, Inc., Todd Moritz of White Turf Financial and Amber FitzRysler of Rising Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brendan Roath Money Matters, Inc., Minnetonka Holds the CFP, CPA and EA. Fees on file: percentage of assets.
- Todd Moritz White Turf Financial, St Paul Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Amber FitzRysler Rising Financial, Minneapolis Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Matt Laciskey Hyland Lake Partners, LLC, Edina Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Derek Delaney PharmD Financial Planning LLC, Owatonna Holds the CFP and EA. Fees on file: fixed fees.
- Steven Drost Drost Financial, Ham Lake Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 322
- Firms
- 157
- Cities
- 66
- Hold the CFP
- 53%
- Other credentials: CFA 7% · CPA 1% · EA 1%
- How they charge (of 322 with fees on file): percentage of assets 93% · fixed fees 60% · hourly 40% · ongoing planning fee 8%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Minnesota are there?
The Wellspent public graph lists 322 fee-only advisors for under $500,000 in Minnesota, at 157 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Minnesota located?
Of the 322 fee-only advisors for under $500,000 in Minnesota, 50 are in Minneapolis, followed by 33 in Edina and 27 in Bloomington.
How do fee-only advisors for under $500,000 in Minnesota charge?
The most common fee among fee-only advisors for under $500,000 in Minnesota is a percentage of assets, used by 93% of the 322 with fees on file. Many use more than one: 60% charge fixed fees and 40% charge by the hour.
How many fee-only advisors for under $500,000 in Minnesota hold the CFP?
53% of the 322 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Minnesota?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 322 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Jordan DeBoer | Calibration Financial | Milaca | AWMA, CFP | Flat fee or retainer, Ongoing planning fee |
| Mai Yang | Heartworth Financial | Saint Louis Park | CFP | One-time planning fee, Ongoing planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Jeff Burke | 7th Street Financial | Chaska | CFP | Ongoing planning fee, Hourly |
| Ben Wacek | Guide Financial Planning, LLC | Shoreview | CFP, CKA | One-time planning fee, Ongoing planning fee |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| Matt Laciskey | Hyland Lake Partners, LLC | Edina | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Eaton Miller | PlanWell Financial Guidance | Hayfield | CFP | Flat fee or retainer, Ongoing planning fee |
| Janice Fier | Couloir Wealth Advisors, Inc. | Welch | CFP | Hourly, One-time planning fee |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| Janet Stanzak | Financial Empowerment, LLC | Burnsville | CFP, MS | Ongoing planning fee, One-time planning fee |
| Lauri Salverda | Castle Rock Financial Planning, Inc. | Mendota Heights | AIF, CFA, CFP | Percentage of assets, Hourly |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brian Peterson | Endurance Financial Group | St. Paul | CFP, MBA | Percentage of assets, Fixed fees |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Cody Schaefer | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Dean Allen | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jack Zinser | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Jared Holt | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jeffrey Clark | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jeffrey Drayton | Jeffrey A. Drayton Financial Group, Inc. | Maple Grove | CDFA, CFP | Percentage of assets, Hourly |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Joel Baumgarten | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joshua Anderson | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Kathleen Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Lauren Naze | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Mallory Kretman | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michelle Campbell | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Stefan Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
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