Firm
Invested Interests
Minneapolis, Minnesota
Fee-only
Invested Interests 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 53 individual clients.
- Its average account is about $110,000 (assets it manages divided by its 72 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | investedinterests.com |
| Phone | (612) 300-6444 |
Invested Interests fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"specializing in socially responsible investments, where no minimum is required, to encourage everyone to start investing" source
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 |
|---|---|
| Assets managed | $8 million |
| Individual clients | 53 |
| Accounts managed | 72 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 134836 |