Josh Arnold Investment Consultant

Josh Arnold Investment Consultant at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 2 employees and 256 individual clients, 52 of them high net worth.
• Its average account is about $354,000 (assets it manages divided by its 401 accounts).

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

Facts

Josh Arnold Investment Consultant fees

Josh Arnold Investment Consultant 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 (2)

• Joshua Arnold

• Judd Arnold

Other fee-only firms in Edina

• Kerwin Asset Management
• Kubo Financial Planning and Investments
• Laurel Wealth Planning
• Punch & Associates
• Sieben Wealth Planning
• Silveroak Wealth Management, LLC
• Telos Solutions
• The Hatlestad Group

Fee-only advisors in Minnesota