Firm
Captar Private Wealth
St. Louis Park, Minnesota
Fee-only
Captar Private Wealth at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 184 individual clients, 14 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 415 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | St. Louis Park, Minnesota |
|---|---|
| Website | captarprivatewealth.com |
| Phone | (612) 347-8668 |
Captar Private Wealth fees
Captar Private Wealth 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $166 million |
| Individual clients | 170 |
| High-net-worth clients | 14 |
| Accounts managed | 415 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-127915) |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 325537 |
Advisors at this firm (2)
Other fee-only firms in Minnesota
- Carson Capital · St. Louis Park
- Castle Rock Financial Planning, Inc. · Mendota Heights
- Celadon Managed Wealth · Plymouth
- Clerestory Advisors, Inc. · Bloomington
- Colleen Weber CPA · Chanhassen
- Compass Capital Management · Minneapolis
- Compass Private Wealth Consulting · Prior Lake
- Cookson Financial · Excelsior