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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
Jayden Shultz Flourish Wealth Management Edina Not listed Percentage of assets, Hourly
Jeffrey Schumacher Schumacher Financial Eagan Not listed Percentage of assets, Hourly
Jeffrey Vandendriessche Birath Wealth Management Marshall Not listed Percentage of assets
Jeremy Netka Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees
Jesse Johnson Johnson Capital Management Big Lake Not listed Percentage of assets
Jesse Karich Salus Financial Advisors Minneapolis Not listed Percentage of assets, Hourly
Jill Vilkama Birchwood Financial Partners Bloomington Not listed Percentage of assets, Hourly
John Erickson JSE Wealth Management Wayzata Not listed Percentage of assets
John Feste Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees
John Keyes Guardian Wealth Advisors St Louis Park Not listed Percentage of assets, Hourly
John Randall 1834 Investment Advisors St. Louis Park Not listed Percentage of assets, Fixed fees
John Wade Kure Advisory Plymouth Not listed Percentage of assets, Fixed fees
Jonathan Bellm DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Jonathan Held Landcasted Capital Management Waconia Not listed Percentage of assets, Fixed fees
Jordan Thorpe Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Joseph Fenwick Flourish Wealth Management Edina Not listed Percentage of assets, Hourly
Joshua Arnold Josh Arnold Investment Consultant Edina Not listed Percentage of assets, Hourly
Joshua Nolby Kure Advisory Plymouth Not listed Percentage of assets, Fixed fees
Judd Arnold Josh Arnold Investment Consultant Edina Not listed Percentage of assets, Hourly
Justin Fier Couloir Wealth Advisors Welch Not listed Percentage of assets, Hourly
Karen Stay Kure Advisory Plymouth Not listed Percentage of assets, Fixed fees
Kevin O`Laughlin Trumix Advisors Bloomington Not listed Percentage of assets, Hourly
Klair Reese DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Krew Barber Guardian Wealth Advisors St Louis Park Not listed Percentage of assets, Hourly
Kurt Mortenson Keystone Private Wealth Menahga Not listed Percentage of assets, Hourly
Laura Neal Fiduciary Counselling St Paul Not listed Percentage of assets, Fixed fees
Leigh Niebuhr Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Lewis Coffey Windsor Capital Management Bloomington Not listed Percentage of assets, Hourly
Liddy Achter Fiduciary Counselling St Paul Not listed Percentage of assets, Fixed fees
Luis Reinking Reinking Financial Consulting Eden Prairie Not listed Percentage of assets
Mark Alevizos Wealthspring Advisors Minneapolis Not listed Percentage of assets, Hourly
Mark Culhane Wealthspring Advisors Minneapolis Not listed Percentage of assets, Hourly
Mark Halverson Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Matthew Farris Bond & Devick Wealth Partners Saint Louis Park Not listed Percentage of assets, Hourly
Matthew Johnson Future Bright Maple Grove Not listed Percentage of assets
Meagan Gelinske Future Bright Maple Grove Not listed Percentage of assets
Michael Launer Telos Solutions Edina Not listed Percentage of assets, Hourly
Michael Purdy Wacker & Associates St. James Not listed Percentage of assets, Hourly
Michael Traxler Michael Traxler Wealth Management New Prague Not listed Percentage of assets, Hourly
Nathan Bartell FFP Wealth Management Coon Rapids Not listed Percentage of assets, Hourly
Patrick Foley AKM Advisory Edina Not listed Percentage of assets
Patrick Mulvehill Baztec Capital Management Edina Not listed Percentage of assets, Fixed fees
Paul Wilson Schwarz Dygos Wheeler Investment Advisors Minneapolis Not listed Percentage of assets, Hourly
Paul-Bryan Zenke Kodiak Investment Management Aitkin Not listed Percentage of assets, Hourly
Peter Wiedewitsch Lifelong Wealth Advisors Arden Hills Not listed Percentage of assets, Fixed fees
Rachel Krube Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Rishi Biswas Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Ross Almlie Future Bright Maple Grove Not listed Percentage of assets
Ryan Norman Captar Private Wealth St. Louis Park Not listed Percentage of assets, Fixed fees
Samuel Emmer Endurance Financial Group St. Paul Not listed Percentage of assets, Fixed fees

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota