Accredited Investors Wealth Management®

Accredited Investors Wealth Management® at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 53 employees and 942 individual clients, 709 of them high net worth.
• Its average account is about $869,000 (assets it manages divided by its 5,077 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Accredited Investors Wealth Management® fees

Accredited Investors Wealth Management® doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Jacob Wolkowitz

  CFA

• Rebecca Krieger

  CFP · CPA · CPA/PFS

• Ross Levin

  CFP

• Sean Smith

  CFA

Other fee-only firms in Edina

• AKM Advisory
• Baztec Capital Management
• Cornerstone Wealth Advisors
• DSG Capital Advisors
• Flourish Wealth Management Inc.
• Graff Financial
• Holleyjo Wealth Advisors
• Hyland Lake Partners, LLC

Fee-only advisors in Minnesota