Virtual financial advisors in Minnesota
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Derek Van Calligan Allodium Investment Consultants, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Bill Mulvahill Trailhead Planners, Edina Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Brandon Small Invested Interests, Minneapolis Holds the CFP and CFA. Fees on file: percentage of assets.
- Ben Wacek Guide Financial Planning, LLC, Shoreview Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Andrew Dressel Abundo Wealth, Minneapolis Holds the CFP. Fees on file: subscription.
- Lindy Venustus Create, LLC, Bloomington Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 26
- Firms
- 19
- Cities
- 12
- Hold the CFP
- 54%
- Other credentials: CFA 12% · CPA 4%
- How they charge (of 26 with fees on file): percentage of assets 85% · hourly 62% · fixed fees 42% · ongoing planning fee 35%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jordan DeBoer | Calibration Financial | Milaca | AWMA, CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Aashwin Sachdev | Luminous Money | Minneapolis | CFP | One-time planning fee, Hourly |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Brian Peterson | Endurance Financial Group | St. Paul | CFP, MBA | Percentage of assets, Fixed fees |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | 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 |
| Brandon Small | Invested Interests | Minneapolis | CFP, CFA | Percentage of assets |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Peter Melsness | Superior Financial | Rochester | CFP | Percentage of assets, Hourly |
| Brian Jones | NextGen Financial Advice | Elko New Market | Not listed | Percentage of assets, Hourly |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Tyler Madill | Maris Wealth Management | Duluth | Not listed | Percentage of assets, One-time planning fee |
| Beth Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Brian Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| James Heflin | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| Michael Heflin | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| Robert Schneeweis | Yes Wealth Management | Mahtomedi | Not listed | Percentage of assets |
| John Bernstein | Bernstein Financial Advisory | Minneapolis | Not listed | Percentage of assets, Hourly |
| Christopher Saxton | Aberdour Investments | Shoreview | Not listed | Percentage of assets, Hourly |
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