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Advisors for under $500,000 in Minnesota

All 322 advisors

Advisors for under $500,000 in Minnesota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Robert Phillips Greater Midwest Financial Group Saint Paul CFP Percentage of assets, Fixed fees
Tyler Madill Maris Wealth Management Duluth Not listed Percentage of assets, One-time planning fee
Anne Ward Wisdom Wealth Management, LLC Bloomington CFP, CRPC Percentage of assets, Hourly
Ashley Murphy Arete Wealth Strategists Minneapolis CFP Percentage of assets, Hourly
Dana Brewer Birchwood Financial Partners, Inc. Bloomington CFP, BFA, CDFA, Chartered SRI Counselor Percentage of assets, Hourly
David Hauge Hauge Wealth Management, LLC Saint Louis Park CFA, CFP Percentage of assets, Fixed fees
David Kerwin Kerwin Asset Management Edina CFA Percentage of assets
Derek Delaney PharmD Financial Planning LLC Owatonna CFP, ChFC, EA Fixed fees
Derek Wulff Navista Wealth Management Minnetonka Not listed Percentage of assets, Hourly
Emmett Gustafson HighMark Wealth Management St. Paul Not listed Percentage of assets, Hourly
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Joe Pitzl Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Johannes Fure Windjammer Wealth Advisory Minneapolis CFP Percentage of assets, Hourly
Kyle Moore Quarry Hill Advisors Minneapolis CFP Percentage of assets, Hourly
Laura Seymour TorchLight Financial Edina CFP Percentage of assets, Hourly
Luke DeBoer The Financial Planning Co. Waconia CFP, MBA Percentage of assets, Hourly
Robert Davis Financial Compass Eden Prairie CFP Percentage of assets, Hourly
Sarah Lauber Lottsa Minneapolis CFP Percentage of assets, Hourly
Scott Beers Lottsa Minneapolis CFP Percentage of assets, Hourly
Stephen Dygos Schwarz Dygos Wheeler IA Minneapolis CFP, CPWA Percentage of assets, Hourly
Tyler Engbrecht TruMix Advisors Bloomington CFP Percentage of assets, Hourly
Aaron Soderberg BirdRock Wealth Management Minneapolis Not listed Percentage of assets
Bridget Wiltse Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Camie Quigley Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Carl Lymangood Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
David Benning Logan Park Wealth Management Minneapolis Not listed Percentage of assets, Fixed fees
Deanna Rens Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
James Sexton Phillip James Financial Plymouth Not listed Percentage of assets
Jeremy Bryan IndiWealth Maple Grove CFA Percentage of assets, Fixed fees
John Tenley Summit Advisor Group Bloomington Not listed Percentage of assets
Joshua Grass Stapleton Asset Management Delano CFA Percentage of assets, Hourly
Matthew Mohning MSM Financial Minneapolis Not listed Percentage of assets, Hourly
Peter Weiss Modus Advisors Excelsior Not listed Percentage of assets, Hourly
Thomas Jenkins Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Wayne Trana Blue Anchor Wealth Advisors Hutchinson Not listed Percentage of assets, Hourly
Andrew Rogers Northland Capital Management Virginia Not listed Percentage of assets
Bradley Horn Saffron Capital Minneapolis Not listed Percentage of assets, Hourly
Christopher Erickson Northland Capital Management Virginia Not listed Percentage of assets
Donovan Carson Carson Capital St. Louis Park Not listed Ongoing planning fee, One-time planning fee
James Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
Julie Johnson Northland Capital Management Virginia Not listed Percentage of assets
Michael Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
Robert Schneeweis Yes Wealth Management Mahtomedi Not listed Percentage of assets
Tiffany Brynteson FFP Wealth Management, LLC Coon Rapids BS, CRPC Percentage of assets, Hourly
Timothy Tuinstra Calder Financial Group Winona Not listed One-time planning fee
Brian Lahr One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly
Corey Black Ataraxis Financial Rochester Not listed Percentage of assets, Hourly
Donald Schroeder Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Dylan Ronn Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Franklin Strobeck One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly