Hourly financial advisors in Minnesota
How do I find fee-only advisors who charge by the hour in Minnesota?
In Minnesota, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Sharon Bloodworth of White Oaks Wealth Advisors, Inc., Amber FitzRysler of Rising Financial and Derek Van Calligan of Allodium Investment Consultants.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc., Minneapolis Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Amber FitzRysler Rising Financial, Minneapolis Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Derek Van Calligan Allodium Investment Consultants, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Matt Pruitt Exhale Wealth Management, LLC, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kathleen Nelson Silveroak Wealth Management, LLC, Edina Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Lauri Salverda Castle Rock Financial Planning, Inc., Mendota Heights Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 233
- Firms
- 122
- Cities
- 57
- Hold the CFP
- 56%
- Other credentials: CFA 7% · CPA 2% · EA 0%
- How they charge (of 233 with fees on file): percentage of assets 91% · hourly 81% · fixed fees 64% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Minnesota are there?
The Wellspent public graph lists 233 fee-only advisors who charge by the hour in Minnesota, at 122 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Minnesota located?
Of the 233 fee-only advisors who charge by the hour in Minnesota, 52 are in Minneapolis, followed by 40 in Edina and 24 in Bloomington.
How do fee-only advisors who charge by the hour in Minnesota charge?
The most common fee among fee-only advisors who charge by the hour in Minnesota is a percentage of assets, used by 91% of the 233 with fees on file. Many use more than one: 81% charge by the hour and 64% charge fixed fees.
How many fee-only advisors who charge by the hour in Minnesota hold the CFP?
56% of the 233 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Minnesota?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 233 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 |
| 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 |
| 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 |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| 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 |
| 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 |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Ryan Nelson | RLN Wealth | Plymouth | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jeffrey Drayton | Jeffrey A. Drayton Financial Group, Inc. | Maple Grove | CDFA, CFP | Percentage of assets, Hourly |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Mallory Kretman | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| 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 |
| Jesse Sell | Prevail Financial Partners | Bayport | CFP | Percentage of assets |
| Laura Kuntz | Laurel Wealth Planning | Edina | PFS | Ongoing planning fee |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Margaret Swanson | Modus Advisors | Excelsior | CFP | Percentage of assets, Hourly |
| Peter Melsness | Superior Financial | Rochester | CFP | Percentage of assets, Hourly |
| Tad Weiss | Modus Advisors | Excelsior | CFP | Percentage of assets, Hourly |
| Berthel Olsen | Keystone Wealth Advisors | Eagan | CFP | Percentage of assets, Hourly |
| Daniel Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Jacob Thibault | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes