Firm
HighMark Wealth Management
St. Paul, Minnesota
Fee-only
HighMark Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 429 individual clients, 171 of them high net worth.
- Its average account is about $364,000 (assets it manages divided by its 1,679 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | St. Paul, Minnesota |
|---|---|
| Website | highmarkwealth.com |
| [email protected] | |
| Phone | (651) 829-3300 |
HighMark Wealth Management fees
HighMark Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $612 million |
| Individual clients | 258 |
| High-net-worth clients | 171 |
| Accounts managed | 1,679 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-76896) |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 164790 |