Greater Midwest Financial Group

Greater Midwest Financial Group at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 8 advisors are listed here; 4 of 8 hold the CFP.
• Its Form ADV reports 13 employees and 678 individual clients, 141 of them high net worth.
• Its average account is about $228,000 (assets it manages divided by its 2,587 accounts).

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

Facts

Greater Midwest Financial Group fees

Greater Midwest Financial Group 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 (8)

• Donald Phillips

  CFP

• Donald Schroeder

• Dylan Ronn

• Jacob Kogler

  CFP

• James Ronn

  CFP

• Nathan Kimle

• Robert Phillips

  CFP

• Zachary Panek