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Wellspent public graph/Find by/Advisors for under $500,000/Minnesota

Advisors for under $500,000 in Minnesota

All 322 advisors

Advisors for under $500,000 in Minnesota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Berhow All Star Financial Minneapolis CFP Percentage of assets, Hourly
Robert Klefsaas All Star Financial Minneapolis CFP Percentage of assets, Hourly
Bryan Vancura GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Daniel Sullivan HighMark Wealth Management St. Paul CFP Percentage of assets, Hourly
David Hammer Hammer Advisory Services Woodbury CFP, ChFC Percentage of assets, Flat fee or retainer
Eric Moleski GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Jesse Sell Prevail Financial Partners Bayport CFP Percentage of assets
Joshua Moklestad GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Julie Hetland Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Laura Kuntz Laurel Wealth Planning Edina PFS Ongoing planning fee
Meghan Bohlke Financial Planning Navigators Maple Grove CFP Percentage of assets, Fixed fees
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Noah Semmann GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Tristan Cox Wealth Span Capital Management Northfield CFP Flat fee or retainer
Bixby Gilbertson Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Brandon Small Invested Interests Minneapolis CFP, CFA Percentage of assets
Breanna Jensen Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Cole Hystead Logan Park Wealth Management Minneapolis CFP Percentage of assets, Fixed fees
Eric Gardner All Star Financial Minneapolis CFA Percentage of assets, Hourly
Jeffery Sutton Logan Park Wealth Management Minneapolis CFP Percentage of assets, Fixed fees
Luke Eberly Drost Financial Golden Valley CFP Percentage of assets, Fixed fees
Margaret Swanson Modus Advisors Excelsior CFP Percentage of assets, Hourly
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Steven Drost Drost Financial Ham Lake CFP, CFA Percentage of assets, Fixed fees
Tad Weiss Modus Advisors Excelsior CFP Percentage of assets, Hourly
Aaron Lindberg Kingdom Legacy Advisors Minnetonka CFP, CFA Percentage of assets, Fixed fees
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Austin Lindberg Kingdom Legacy Advisors Minnetonka CFP Percentage of assets, Fixed fees
Barbara Mahr Kingdom Legacy Advisors Minnetonka CFP Percentage of assets, Fixed fees
Daniel Slagle Equal Voices Wealth Minneapolis CFP Ongoing planning fee
Debra Pladsen Fortress Financial Group Chanhassen Not listed Percentage of assets
Derek Nutter Pine Grove Financial Group Woodbury Not listed Percentage of assets
Jacob Hagen-Erickson Fortress Financial Group Rochester Not listed Percentage of assets
Joseph Nicholas Fortress Financial Group Rochester Not listed Percentage of assets
Katherine Then Laurel Wealth Planning Edina Not listed Ongoing planning fee
Luke Johnson Boreal Advisors New Brighton CFP Percentage of assets, Fixed fees
Matthew Gulbransen Pine Grove Financial Group Woodbury Not listed Percentage of assets
Natalie Slagle Equal Voices Wealth Minneapolis CFP Ongoing planning fee
Ryan Key Pine Grove Financial Group Woodbury Not listed Percentage of assets
Aimee Hatlestad The Hatlestad Group Edina CFP Percentage of assets, Hourly
Brian Jones NextGen Financial Advice Elko New Market Not listed Percentage of assets, Hourly
Cade Johnson Petros Family Wealth Bloomington CFA Percentage of assets, Fixed fees
Connie Biselx All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Donald Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Grant Germscheid All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Jacob Kogler Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
James Ronn Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Joshua Jenson One Life Financial Group White Bear Lake CFP Percentage of assets, Hourly
Kari Haanstad Modus Advisors Excelsior CFA Percentage of assets, Hourly
Phillip Christenson Phillip James Financial Plymouth CFA Percentage of assets