Firm
Upstream Financial Advisors
Victoria, Minnesota
Fee-only
Upstream Financial Advisors 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 31 individual clients, 7 of them high net worth.
- Its average account is about $266,000 (assets it manages divided by its 97 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Victoria, Minnesota |
|---|---|
| Website | upstreamfa.com |
| Phone | (612) 429-6092 |
Upstream Financial Advisors fees
Upstream Financial 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 24 |
| High-net-worth clients | 7 |
| Accounts managed | 97 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 329292 |
Advisors at this firm (2)
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- Wealth Transitions · Forest Lake
- Wealthspring Advisors · Minneapolis
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