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Wellspent public graph/Locations/United States/Minnesota
United States

Fee-only advisors in Minnesota

Fee-only advisors in Minneapolis, Edina and St. Paul, plus 66 other cities.

What fee-only financial advisors charge in Minnesota

By the numbers

The Wellspent public graph lists 520 fee-only financial advisors serving Minnesota at 217 firms, most in Minneapolis, Edina and Bloomington. 48% hold the CFP certification. Of the 519 with fees on file, 93% charge percentage of assets.

Advisors listed
520
Firms
217
Cities
73
Hold the CFP
48%
  • Other credentials: CFA 12% · CPA 1% · EA 1%
  • How they charge (of 519 with fees on file): percentage of assets 93% · fixed fees 65% · hourly 36% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Minnesota (520)

Fee-only advisors serving Minnesota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Amber FitzRysler Rising Financial Minneapolis BA, CFP, EA Ongoing planning fee, One-time planning fee
Jordan DeBoer Calibration Financial Milaca AWMA, CFP Flat fee or retainer, Ongoing planning fee
Mai Yang Heartworth Financial Saint Louis Park CFP One-time planning fee, Ongoing planning fee
RJ Devick Bond&Devick Wealth Partners Saint Louis Park BA, BFA, BS, CFP Percentage of assets, One-time planning fee
Elise Huston JNBA Financial Advisors Minneapolis CFP Percentage of assets
Jeff Burke 7th Street Financial Chaska CFP Ongoing planning fee, Hourly
Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. Abundo Wealth Minneapolis CFP, CRPC Subscription
Ben Wacek Guide Financial Planning, LLC Shoreview CFP, CKA One-time planning fee, Ongoing planning fee
Bill Mulvahill Trailhead Planners Edina CFP, CPA Percentage of assets, Hourly
Dana Menard Twin Cities Wealth Strategies, Inc. Maple Grove CFP, RLP Flat fee or retainer, Percentage of assets
Kathy Longo Flourish Wealth Management Inc. Edina CAP, CDFA, CFP Percentage of assets, Hourly
Kelly Pedersen Caissa Wealth Strategies Minneapolis CDFA, CFP Percentage of assets, Fixed fees
Matt Laciskey Hyland Lake Partners, LLC Edina CFP, EA, ChFC, ChSNC Percentage of assets, Ongoing planning fee
Sarah Kang UAK Diversified Wealth Advisors Minnetonka CFP Percentage of assets, Flat fee or retainer
Todd Moritz White Turf Financial St Paul BBA, CFP, CPA/PFS, CPA Percentage of assets, Ongoing planning fee
Trevor Ausen Authentic Life Financial Planning Minneapolis CFP, RICP One-time planning fee, Ongoing planning fee
Eaton Miller PlanWell Financial Guidance Hayfield CFP Flat fee or retainer, Ongoing planning fee
Janice Fier Couloir Wealth Advisors, Inc. Welch CFP Hourly, One-time planning fee
Josh Wolberg Great River Financial Plymouth CFP, MBA, RICP Percentage of assets
Timothy LaPean Thoughtful Financial Planning Minneapolis CFP Percentage of assets, Ongoing planning fee
Brendan Roath Money Matters, Inc. Minnetonka CFP, EA, CPA Percentage of assets
Janet Stanzak Financial Empowerment, LLC Burnsville CFP, MS Ongoing planning fee, One-time planning fee
Lauri Salverda Castle Rock Financial Planning, Inc. Mendota Heights AIF, CFA, CFP Percentage of assets, Hourly
Matt Pruitt Exhale Wealth Management, LLC Minneapolis CFP, CFA Percentage of assets, Hourly
Rebecca Krieger Accredited Investors Wealth Management® Edina CFP, CPA, CPA/PFS Percentage of assets, Fixed fees
Ryan Shannon R.M. Shannon Wealth Management, LLC Saint Paul CFP Percentage of assets, Hourly
Sharon Bloodworth White Oaks Wealth Advisors, Inc. Minneapolis CFP, CPA, PFS Percentage of assets, Ongoing planning fee
Aashwin Sachdev Luminous Money Minneapolis CFP One-time planning fee, Hourly
Charlie Bolognino Side-By-Side Financial Planning, LLC Plymouth CFP, ChFC Ongoing planning fee, One-time planning fee
Colleen Weber Colleen Weber CPA Chanhassen CFP Fixed fees
Daniel Heiar Mindful Asset Planning Apple Valley Not listed Hourly, Fixed fees
Joseph Limond Clerestory Advisors, Inc. Bloomington Not listed Flat fee or retainer, Ongoing planning fee
Lindy Venustus Create, LLC Bloomington CFP Ongoing planning fee
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Olivia Knapp Colleen Weber CPA Chanhassen CFP Fixed fees
Ryan Nelson RLN Wealth Plymouth CFP, CPA, MBA, MS Percentage of assets, Hourly
Aidan Ryan Fortress Financial Group Rochester CFP Percentage of assets
Bjorn Amundson A systematic approach to financial planning and investment overview Quarry Hill Advisors St Paul CFP Percentage of assets
Brian Peterson Endurance Financial Group St. Paul CFP, MBA Percentage of assets, Fixed fees
Carter Michaelson illumiFI Wealth Blaine CFP Percentage of assets, Ongoing planning fee
Cody Schaefer Fortress Financial Group Rochester CFP Percentage of assets
Dean Allen Pine Grove Financial Group Woodbury CFP Percentage of assets
Derek Van Calligan Allodium Investment Consultants Minneapolis AIF, CFP, CIMA, CFA Percentage of assets, Flat fee or retainer
Felix Kopycinski Laurel Wealth Planning Edina CFP Ongoing planning fee
Jack Zinser Fortress Financial Group Rochester CFP Percentage of assets
Jared Holt Pine Grove Financial Group Woodbury CFP Percentage of assets
Jason Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Jeffrey Clark Pine Grove Financial Group Woodbury CFP Percentage of assets
Jeffrey Drayton Jeffrey A. Drayton Financial Group, Inc. Maple Grove CDFA, CFP Percentage of assets, Hourly
Jesse Kuusisto Laurel Wealth Planning Edina CFP Ongoing planning fee

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota