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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
John Bernstein Bernstein Financial Advisory Minneapolis Not listed Percentage of assets, Hourly
Michael Black Ataraxis Financial Rochester Not listed Percentage of assets, Hourly
Nathan Kimle Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Zachary Panek Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Andrew Gray Lottsa Minneapolis Not listed Percentage of assets, Hourly
Barry Randall Northstar Financial Companies Saint Paul Not listed Percentage of assets, Hourly
Christopher Saxton Aberdour Investments Shoreview Not listed Percentage of assets, Hourly
Corissa Moos Sieben Wealth Planning Edina Not listed Percentage of assets
David Sieben Sieben Wealth Planning Edina Not listed Percentage of assets
Kevin Boyd KMB Wealth Management Bloomington Not listed Percentage of assets
Mark Sherman S3 Minneapolis Not listed Percentage of assets
Ryan King RGA Investment Advisors Rochester Not listed Percentage of assets
Thomas Hallberg Wealth Transitions Forest Lake Not listed Hourly
Thomas Sherman S3 Minneapolis Not listed Percentage of assets
Anders Haugen Lifelong Wealth Advisors Arden Hills CFP, ChFC Percentage of assets, Fixed fees
Andi Long Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Andrea Eaton Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Andrew Tate Cahill Financial Advisors Edina CFP, ChFC Percentage of assets, Hourly
Anghel Stoian Efficient Market Investments Apple Valley CFP Percentage of assets, Hourly
Anthony Poehling Holleyjo Wealth Advisors Edina CFP Percentage of assets, Hourly
Ashley Reiter Great River Financial Plymouth CFP Percentage of assets, Hourly
Benjamin Setterlund Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Benjamin Wheeler Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Bradley Barinsky Cahill Financial Advisors Long Lake CFP Percentage of assets, Hourly
Brandon Wood Solidity Financial Shoreview CFP Percentage of assets
Brayden Kelly Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Calvin Treichler Guide Financial Planning Shoreview CFP Percentage of assets, Fixed fees
Charles Frazzini Great River Financial Plymouth CFP Percentage of assets, Hourly
Christopher Kaufman Everest Financial Group Minneapolis CFP Percentage of assets, Hourly
Coresa Cass Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Damian Winther Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
David Stefl Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Derek Ketcho Upstream Financial Advisors Victoria CFP Percentage of assets, Fixed fees
Diane Park Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Dylan Flategraff Dynic Wealth Management Andover CFP Percentage of assets
Ellen Osthus Truman Wealth Advisors St. Paul CFP Percentage of assets, Fixed fees
Eric McCarver Normandy Investment Advisors St. Paul CFP Percentage of assets, Fixed fees
Erik Carlson Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Fang Huang Echo Wealth Management Plymouth CFP, CFA Percentage of assets, Fixed fees
Grant Meyer Trumix Advisors Bloomington CFP Percentage of assets, Hourly
Gregory Blenkush Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Gregory Naylor Naylor Asset Management Bloomington CFP Percentage of assets, Hourly
Ingrid Strauss Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Jack Waletich Kure Advisory Plymouth CFP, PFS Percentage of assets, Fixed fees
James Bryan Hyland Lake Partners Edina CFP, ChFC Percentage of assets, Fixed fees
Jeanna Fifer Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Jeffrey Ohe Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
John Hanten Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Jon Hogan Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Jonathan Guyton Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees