Firm
Wealth Transitions
Forest Lake, Minnesota
Fee-only
Wealth Transitions at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients, 6 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 46 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Forest Lake, Minnesota |
|---|---|
| Website | tendyourwealth.com |
| [email protected] | |
| Phone | (651) 269-2596 |
Wealth Transitions fees
Wealth Transitions doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 18 |
| High-net-worth clients | 6 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 333628 |
Advisors at this firm (1)
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