Firm
Excelsior Investors
Excelsior, Minnesota
Fee-only
Excelsior Investors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 105 individual clients, 72 of them high net worth.
- Its average account is about $742,000 (assets it manages divided by its 326 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Excelsior, Minnesota |
|---|---|
| Website | excelsiorinvestors.com |
| Phone | (952) 941-2795 |
Excelsior Investors fees
Excelsior Investors 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 | $242 million |
| Individual clients | 33 |
| High-net-worth clients | 72 |
| Accounts managed | 326 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-57626) |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 108048 |
Advisors at this firm (1)
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