Allodium Investment Consultants

Allodium Investment Consultants at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 5 advisors are listed here; all hold the CFP.
• Its Form ADV reports 12 employees and 266 individual clients, 122 of them high net worth.
• Its average account is about $694,000 (assets it manages divided by its 831 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

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

Facts

Allodium Investment Consultants fees

Allodium Investment Consultants doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, hourly, ongoing planning fee. 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 (5)

• Derek Van Calligan

  AIF · CFP · CIMA

• Eric Hutchens

  CFP · CFA

• Jessica Dolmage

  CFP

• Kimberly Hamlin

  CFP

• Saul Baumann

  CFP

Other fee-only firms in Minneapolis

• Arete Wealth Strategists
• Authentic Life Financial Planning
• Bernstein Financial Advisory
• Caissa Wealth Strategies
• Compass Capital Management
• Cordis Financial
• Crafted Wealth Management
• Dunnavan &

Fee-only advisors in Minnesota