Rossi Dubuque Breckenridge

Rossi Dubuque Breckenridge at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 154 individual clients, 116 of them high net worth.

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

Facts

Rossi Dubuque Breckenridge fees

Rossi Dubuque Breckenridge 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)

• Ellen Dubuque

  CFP

• Joan Rossi

  CFP

Other fee-only firms in Plymouth

• Side-By-Side Financial Planning, LLC
• Twin Cities Retirement Group
• Celadon Managed Wealth
• Echo Wealth Management
• GEN Financial Management
• Great River Financial
• Kure Advisory
• Phillip James Financial

Fee-only advisors in Minnesota