Schwarz Dygos Wheeler IA

Schwarz Dygos Wheeler IA at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 6 advisors are listed here; 4 of 6 hold the CFP.
• Its Form ADV reports 7 employees and 523 individual clients, 220 of them high net worth.
• Its average account is about $364,000 (assets it manages divided by its 2,004 accounts).

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

Facts

Schwarz Dygos Wheeler IA fees

Schwarz Dygos Wheeler IA 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 (6)

• Benjamin Wheeler

  CFP

• David Stefl

  CFP

• Jon Hogan

  CFP

• Joseph Schwarz

  CFA

• Paul Wilson

• Stephen Dygos

  CFP · CPWA

Other fee-only firms in Minneapolis

• Strong Tower Wealth
• Thoughtful Financial Planning
• Ulland Investment Advisors
• Wealthspring Advisors
• White Oaks Wealth Advisors, Inc.
• Windjammer Wealth Advisory
• Abundo Wealth
• Adaptive Financial Design

Fee-only advisors in Minnesota