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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
Joseph Pitzl Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Joseph Sessions The Planning Center St. Louis Park CFP Percentage of assets, Hourly
Justin Gabriel Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Kari Polasek Adaptive Financial Design Minneapolis CFP Percentage of assets, Hourly
Kayla Berceau Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Keaton Shinn Aluman Saint Paul CFP Percentage of assets, Hourly
Kelly Sullivan Noah Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Kimberly Andrews Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Konnor Tranoris Wealth DEN Financial Mound CFP Percentage of assets, Hourly
Kristin Baker Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Kristin Garrett Financial Empowerment Burnsville CFP Percentage of assets, Hourly
Logan Taft Lifelong Wealth Advisors Arden Hills CFP Percentage of assets, Fixed fees
Marin McCann Quarry Hill Advisors Saint Paul CFP Percentage of assets, Hourly
Mark Struthers Sona Wealth, Sona Wealth Management, Sona Wealth Advisors Chanhassen CFP Percentage of assets, Hourly
Mary Bridget Handke Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Matthew Arnold Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Michael Branham The Planning Center St. Louis Park CFP Percentage of assets, Hourly
Michael Granbois Kure Advisory Plymouth CFP Percentage of assets, Fixed fees
Michelle Damon Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Michelle Leisen Wealth Planning Group Minnetonka CFP Percentage of assets
Nicholas Hohn Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Olivia Plagge Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Patrick Deeg Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Rachel Infante Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Rebecca Botzet Cahill Financial Advisors Long Lake CFP Percentage of assets, Hourly
Richard Hall Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Richard Miller Compass Private Wealth Consulting Prior Lake CFP, PFS Percentage of assets, Hourly
Robert Bonine Lifelong Wealth Advisors Arden Hills CFP Percentage of assets, Fixed fees
Rodney Roath Money Matters Minnetonka CFP Percentage of assets
Samantha Thorn Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Sara Kantor Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Thomas Limborg Quarry Hill Advisors Saint Paul CFP Percentage of assets, Hourly
Timothy Schaefer Encore Wealth Advisors Morris CFP Percentage of assets, Hourly
Wade Wacker Wacker & Associates Jackson CFP Percentage of assets, Hourly
William Jamison Lifeplan Financial Mankato CFP Percentage of assets, Hourly
William Mulvahill Trailhead Planners Edina CFP Percentage of assets, Hourly
Zachary Miller Upstream Financial Advisors Waconia CFP Percentage of assets, Fixed fees
Adam Mans AKM Advisory Edina CFA Percentage of assets
Chad Rusten Element Squared Private Wealth Minneapolis ChFC Percentage of assets
Joseph Schwarz Schwarz Dygos Wheeler Investment Advisors Minneapolis CFA Percentage of assets, Hourly
Larry Kuyper Lifeplan Financial Mankato ChFC Percentage of assets, Hourly
Lawrence McGuire Red Rock Capital Advisors Hibbing CFA Percentage of assets, Hourly
Matthew Wright Cahill Financial Advisors Victoria CFA Percentage of assets, Hourly
Stephen Dixon Birchwood Financial Partners Bloomington CFA Percentage of assets, Hourly
Turner Storm Marks Group Wealth Management Minnetonka CFA Percentage of assets, Fixed fees
Ujae Kang UAK Diversified Wealth Advisors Mahtomedi CFA Percentage of assets, Fixed fees
Andrew Kalenberg The Financial Planning Hutchinson Not listed Percentage of assets, Hourly
Anthony Rush FFP Wealth Management Coon Rapids Not listed Percentage of assets, Hourly
Bennett Marks Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees
Brett Angel Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees