Birchwood Financial Partners, Inc.

Birchwood Financial Partners, Inc. at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 9 advisors are listed here; 7 of 9 hold the CFP.
• Its Form ADV reports 15 employees and 759 individual clients, 440 of them high net worth.
• Its average account is about $490,000 (assets it manages divided by its 1,742 accounts).

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

Facts

Birchwood Financial Partners, Inc. fees

Birchwood Financial Partners, Inc. 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 (9)

• Brayden Kelly

  CFP

• Damian Winther

  CFP

• Dana Brewer

  CFP · BFA · CDFA

• Jill Vilkama

• Kayla Berceau

  CFP

• Kimberly Andrews

  CFP

• Mary Bridget Handke

  CFP

• Rachel Infante

  CFP

• Stephen Dixon

  CFA

Other fee-only firms in Bloomington

• Clerestory Advisors, Inc.
• Create, LLC
• KMB Wealth Management
• Naylor Asset Management
• Petros Family Wealth
• Summit Advisor Group
• TruMix Advisors
• Wisdom Wealth Management, LLC

Fee-only advisors in Minnesota