Firm
JNBA Financial Advisors
Minneapolis, Minnesota
Fee-only
JNBA Financial 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 36 employees and 1,105 individual clients, 514 of them high net worth.
- Its average account is about $482,000 (assets it manages divided by its 4,157 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | jnba.com |
| [email protected] | |
| Phone | (952) 844-0995 |
JNBA Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We require a minimum asset level of $1,000,000 or minimum annualized fee of $10,000." source
"We predominately charge a fee that is based on a percentage of the assets we actively manage on your behalf" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 591 |
| High-net-worth clients | 514 |
| Accounts managed | 4,157 |
| Employees | 36 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-21522) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 106550 |