Holleyjo Wealth Advisors

Holleyjo Wealth Advisors 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 1 employee and 16 individual clients, 2 of them high net worth.
• Its average account is about $155,000 (assets it manages divided by its 43 accounts).

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

Facts

Holleyjo Wealth Advisors fees

Holleyjo Wealth 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 (1)

• Anthony Poehling

  CFP

Other fee-only firms in Edina

• Hyland Lake Partners, LLC
• Josh Arnold Investment Consultant
• Kerwin Asset Management
• Kubo Financial Planning and Investments
• Laurel Wealth Planning
• Punch & Associates
• Sieben Wealth Planning
• Silveroak Wealth Management, LLC

Fee-only advisors in Minnesota