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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
Scott Larson Bannerstone Capital Wayzata Not listed Percentage of assets
Shadrach Wacker Wacker & Associates Jackson Not listed Percentage of assets, Hourly
Shane Segner Wellencourt Wealth Management Wayzata Not listed Percentage of assets, Hourly
Spencer Kubo Kubo Financial Planning and Investments Edina Not listed Percentage of assets, Fixed fees
Steven Ohm Lifelong Wealth Advisors Arden Hills Not listed Percentage of assets, Fixed fees
Tammy Brusehaver-Derby 1834 Investment Advisors St. Louis Park Not listed Percentage of assets, Fixed fees
Taylor Moran Guardian Wealth Advisors St Louis Park Not listed Percentage of assets, Hourly
Ted Hefty Michael Traxler Wealth Management New Prague Not listed Percentage of assets, Hourly
Teresa Devick Bond & Devick Wealth Partners Saint Louis Park Not listed Percentage of assets, Hourly
Terrence Hassanally Jeffrey A. Drayton Financial Group Northfield Not listed Percentage of assets, Hourly
Thomas Birath Birath Wealth Management Marshall Not listed Percentage of assets
Thomas Larson Dunnavan & Minneapolis Not listed Percentage of assets
Thomas Modec Counterculture Wealth Saint Anthony Not listed Percentage of assets, Fixed fees
Thomas Ottman Aquinas Capital Advisors Andover Not listed Percentage of assets, Hourly
Thomas Sullivan Cordis Financial Minneapolis Not listed Percentage of assets, Fixed fees
Thomas Wade Kure Advisory Plymouth Not listed Percentage of assets, Fixed fees
Tiffany Brynteson-Johnson FFP Wealth Management Coon Rapids Not listed Percentage of assets, Hourly
Todd Kelzenberg Captar Private Wealth St. Louis Park Not listed Percentage of assets, Fixed fees
Valerie Thomas Ruth Marquette Wealth Management Minnetonka Not listed Percentage of assets
Wyatt Schuster Element Squared Private Wealth Minneapolis Not listed Percentage of assets

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota