Dunnavan &

Dunnavan & at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFA.
• Its Form ADV reports 6 employees and 228 individual clients, 73 of them high net worth.
• Its average account is about $1.7 million (assets it manages divided by its 231 accounts).

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

Facts

Dunnavan & fees

Dunnavan & 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 (4)

• Christopher Dougall

  CFA

• Donald Johnson

• Helena Dougall

• Thomas Larson

Other fee-only firms in Minneapolis

• Element Squared Private Wealth
• EPIQ Partners
• Equal Voices Wealth
• Everest Financial Group
• Exhale Wealth Management, LLC
• Invested Interests
• JNBA Financial Advisors
• Logan Park Wealth Management

Fee-only advisors in Minnesota