AKM Advisory

AKM Advisory at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFA.
• Its Form ADV reports 2 employees and 51 individual clients, 23 of them high net worth.
• Its average account is about $486,000 (assets it manages divided by its 173 accounts).

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

Facts

AKM Advisory fees

AKM Advisory 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 (2)

• Adam Mans

  CFA

• Patrick Foley

Other fee-only firms in Edina

• Baztec Capital Management
• Cornerstone Wealth Advisors
• DSG Capital Advisors
• Flourish Wealth Management Inc.
• Graff Financial
• Holleyjo Wealth Advisors
• Hyland Lake Partners, LLC
• Josh Arnold Investment Consultant

Fee-only advisors in Minnesota