Cordis Financial

Cordis Financial at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 5 advisors are listed here; 4 of 5 hold the CFP.
• Its Form ADV reports 7 employees and 272 individual clients, 102 of them high net worth.
• Its average account is about $421,000 (assets it manages divided by its 856 accounts).

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

Facts

Cordis Financial fees

Cordis Financial 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 (5)

• Ingrid Strauss

  CFP

• Jeanna Fifer

  CFP

• Kelly Sullivan Noah

  CFP

• Kristin Baker

  CFP

• Thomas Sullivan

Other fee-only firms in Minneapolis

• Crafted Wealth Management
• Dunnavan &
• Element Squared Private Wealth
• EPIQ Partners
• Equal Voices Wealth
• Everest Financial Group
• Exhale Wealth Management, LLC
• Invested Interests

Fee-only advisors in Minnesota