Flat-fee financial advisors in Minnesota
How do I find fee-only advisors who charge flat or fixed fees in Minnesota?
In Minnesota, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Amber FitzRysler of Rising Financial, Sharon Bloodworth of White Oaks Wealth Advisors, Inc. and Matt Laciskey of Hyland Lake Partners, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Amber FitzRysler Rising Financial, Minneapolis Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc., Minneapolis Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Matt Laciskey Hyland Lake Partners, LLC, Edina Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Derek Van Calligan Allodium Investment Consultants, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Todd Moritz White Turf Financial, St Paul Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Matt Pruitt Exhale Wealth Management, LLC, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 412
- Firms
- 160
- Cities
- 57
- Hold the CFP
- 54%
- Other credentials: CFA 12% · CPA 1% · EA 1%
- How they charge (of 412 with fees on file): percentage of assets 93% · fixed fees 82% · hourly 39% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Minnesota are there?
The Wellspent public graph lists 412 fee-only advisors who charge flat or fixed fees in Minnesota, at 160 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Minnesota located?
Of the 412 fee-only advisors who charge flat or fixed fees in Minnesota, 84 are in Minneapolis, followed by 63 in Edina and 35 in Bloomington.
How do fee-only advisors who charge flat or fixed fees in Minnesota charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Minnesota is a percentage of assets, used by 93% of the 412 with fees on file. Many use more than one: 82% charge fixed fees and 39% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Minnesota hold the CFP?
54% of the 412 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Minnesota?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 412 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 |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Jeff Burke | 7th Street Financial | Chaska | CFP | Ongoing planning fee, Hourly |
| Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. | Abundo Wealth | Minneapolis | CFP, CRPC | Subscription |
| 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 |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| 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 |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Sharon Bloodworth | White Oaks Wealth Advisors, Inc. | Minneapolis | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| Aashwin Sachdev | Luminous Money | Minneapolis | CFP | One-time planning fee, Hourly |
| Charlie Bolognino | Side-By-Side Financial Planning, LLC | Plymouth | CFP, ChFC | Ongoing planning fee, One-time planning fee |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| 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 |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Olivia Knapp | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Ryan Nelson | RLN Wealth | Plymouth | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| 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 |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
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