Logan Park Wealth Management

Logan Park Wealth Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 6 employees and 408 individual clients, 105 of them high net worth.
• Its average account is about $320,000 (assets it manages divided by its 1,452 accounts).

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

Facts

Logan Park Wealth Management fees

Logan Park Wealth Management 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 (3)

• Cole Hystead

  CFP

• David Benning

• Jeffery Sutton

  CFP

Other fee-only firms in Minneapolis

• Lottsa
• Luminous Money
• MSM Financial
• Nicollet Investment Management
• Parr McKnight Wealth Management Group
• Quarry Hill Advisors
• Rising Financial
• S3

Fee-only advisors in Minnesota