TruMix Advisors

TruMix Advisors 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 170 individual clients, 50 of them high net worth.
• Its average account is about $238,000 (assets it manages divided by its 714 accounts).

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

Facts

TruMix Advisors fees

TruMix 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 (3)

• Grant Meyer

  CFP

• Kevin O`Laughlin

• Tyler Engbrecht

  CFP

Other fee-only firms in Bloomington

• Wisdom Wealth Management, LLC
• BGM
• Birchwood Financial Partners, Inc.
• Clerestory Advisors, Inc.
• Create, LLC
• KMB Wealth Management
• Naylor Asset Management
• Petros Family Wealth

Fee-only advisors in Minnesota