DSG Capital Advisors

DSG Capital Advisors at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 6 advisors are listed here.
• Its Form ADV reports 10 employees and 115 individual clients, 63 of them high net worth.
• Its average account is about $1.5 million (assets it manages divided by its 510 accounts).

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

Facts

DSG Capital Advisors fees

DSG Capital Advisors 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 (6)

• Craig McPherson

• Cynthia Slater

• Denver Gilliand

• Jack Bridgeman

• Jonathan Bellm

• Klair Reese

Other fee-only firms in Edina

• Flourish Wealth Management Inc.
• Graff Financial
• Holleyjo Wealth Advisors
• Hyland Lake Partners, LLC
• Josh Arnold Investment Consultant
• Kerwin Asset Management
• Kubo Financial Planning and Investments
• Laurel Wealth Planning

Fee-only advisors in Minnesota