# Virtual financial advisors in Minnesota > In Minnesota, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Bill Mulvahill of Trailhead Planners and Brandon Small of Invested Interests. Page: https://find.wellspent.co/by/virtual-financial-advisors/minnesota/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Minnesota? In Minnesota, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Bill Mulvahill of Trailhead Planners and Brandon Small of Invested Interests. ## How many fee-only advisors who work with clients virtually in Minnesota are there? The Wellspent public graph lists 26 fee-only advisors who work with clients virtually in Minnesota, at 19 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Minnesota located? Of the 26 fee-only advisors who work with clients virtually in Minnesota, 11 are in Minneapolis, followed by 3 in Mahtomedi and 2 in Shoreview. ## How do fee-only advisors who work with clients virtually in Minnesota charge? The most common fee among fee-only advisors who work with clients virtually in Minnesota is a percentage of assets, used by 85% of the 26 with fees on file. Many use more than one: 62% charge by the hour and 42% charge fixed fees. ## How many fee-only advisors who work with clients virtually in Minnesota hold the CFP? 54% of the 26 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Minnesota? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jordan DeBoer](https://find.wellspent.co/advisors/jordan-deboer.md) | Calibration Financial | Milaca, Minnesota | AWMA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets | | [Jeff Burke](https://find.wellspent.co/advisors/jeff-burke.md) | 7th Street Financial | Chaska, Minnesota | CFP | Ongoing planning fee, Hourly, One-time planning fee | | [Andrew Dressel](https://find.wellspent.co/advisors/andrew-dressel.md) | Abundo Wealth | Minneapolis, Minnesota | CFP, CRPC | Subscription | | [Ben Wacek](https://find.wellspent.co/advisors/ben-wacek.md) | Guide Financial Planning, LLC | Shoreview, Minnesota | CFP, CKA | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Aashwin Sachdev](https://find.wellspent.co/advisors/aashwin-sachdev.md) | Luminous Money | Minneapolis, Minnesota | CFP | One-time planning fee, Hourly, Ongoing planning fee | | [Lindy Venustus](https://find.wellspent.co/advisors/lindy-venustus.md) | Create, LLC | Bloomington, Minnesota | CFP | Ongoing planning fee | | [Brian Peterson](https://find.wellspent.co/advisors/brian-peterson.md) | Endurance Financial Group | St. Paul, Minnesota | CFP, MBA | Percentage of assets, Fixed fees | | [Derek Van Calligan](https://find.wellspent.co/advisors/derek-van-calligan.md) | Allodium Investment Consultants | Minneapolis, Minnesota | AIF, CFP, CIMA, CFA, MBA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee | | [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Small](https://find.wellspent.co/advisors/brandon-small.md) | Invested Interests | Minneapolis, Minnesota | CFP, CFA | Percentage of assets | | [Eric Gardner](https://find.wellspent.co/advisors/eric-gardner.md) | All Star Financial | Minneapolis, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Peter Melsness](https://find.wellspent.co/advisors/peter-melsness.md) | Superior Financial | Rochester, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Jones](https://find.wellspent.co/advisors/brian-jones-6126399.md) | NextGen Financial Advice | Elko New Market, Minnesota | | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Connie Biselx](https://find.wellspent.co/advisors/connie-biselx.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Grant Germscheid](https://find.wellspent.co/advisors/grant-germscheid.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Tyler Madill](https://find.wellspent.co/advisors/tyler-madill.md) | Maris Wealth Management | Duluth, Minnesota | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Beth Carrington](https://find.wellspent.co/advisors/beth-carrington.md) | Perceptive Edge | Wayzata, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Brian Carrington](https://find.wellspent.co/advisors/brian-carrington.md) | Perceptive Edge | Wayzata, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [James Heflin](https://find.wellspent.co/advisors/james-heflin.md) | Yes Wealth Management | Mahtomedi, Minnesota | | Percentage of assets | | [Michael Heflin](https://find.wellspent.co/advisors/michael-heflin.md) | Yes Wealth Management | Mahtomedi, Minnesota | | Percentage of assets | | [Robert Schneeweis](https://find.wellspent.co/advisors/robert-schneeweis.md) | Yes Wealth Management | Mahtomedi, Minnesota | | Percentage of assets | | [John Bernstein](https://find.wellspent.co/advisors/john-bernstein.md) | Bernstein Financial Advisory | Minneapolis, Minnesota | | Percentage of assets, Hourly | | [Christopher Saxton](https://find.wellspent.co/advisors/christopher-saxton.md) | Aberdour Investments | Shoreview, Minnesota | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).