Lifelong Wealth Advisors

Lifelong Wealth Advisors at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 9 advisors are listed here; 4 of 9 hold the CFP.
• Its Form ADV reports 12 employees and 865 individual clients, 195 of them high net worth.
• Its average account is about $271,000 (assets it manages divided by its 2,618 accounts).

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

Facts

Lifelong Wealth Advisors fees

Lifelong 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 (9)

• Anders Haugen

  CFP · ChFC

• Dori Petroff

• Dylan Knutson

• Jack Drobinski

• Jeremy Lipinski

  CFP

• Logan Taft

  CFP

• Peter Wiedewitsch

• Robert Bonine

  CFP

• Steven Ohm