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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
Joel Baumgarten Pine Grove Financial Group Woodbury CFP Percentage of assets
Joshua Anderson Pine Grove Financial Group Woodbury CFP Percentage of assets
Kathleen Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Lauren Naze Pine Grove Financial Group Woodbury CFP Percentage of assets
Mallory Kretman Laurel Wealth Planning Edina CFP Ongoing planning fee
Maxwell Carlos Laurel Wealth Planning Edina CFP Ongoing planning fee
Michael Babicz Pine Grove Financial Group Woodbury CFP Percentage of assets
Michelle Campbell Pine Grove Financial Group Woodbury CFP Percentage of assets
Nicholas Fahrendorff Pine Grove Financial Group Minnetonka CFP Percentage of assets
Stefan Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets
Terra Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Matthew Berhow All Star Financial Minneapolis CFP Percentage of assets, Hourly
Robert Klefsaas All Star Financial Minneapolis CFP Percentage of assets, Hourly
Bryan Vancura GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Daniel Sullivan HighMark Wealth Management St. Paul CFP Percentage of assets, Hourly
David Hammer Hammer Advisory Services Woodbury CFP, ChFC Percentage of assets, Flat fee or retainer
Edward Anderson Twin Arbor Wealth Management Saint Paul CFP Ongoing planning fee
Eric Moleski GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Jesse Sell Prevail Financial Partners Bayport CFP Percentage of assets
Joshua Moklestad GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Julie Hetland Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Laura Kuntz Laurel Wealth Planning Edina PFS Ongoing planning fee
Meghan Bohlke Financial Planning Navigators Maple Grove CFP Percentage of assets, Fixed fees
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Noah Semmann GEN Financial Management Plymouth CFP Percentage of assets, Fixed fees
Tristan Cox Wealth Span Capital Management Northfield CFP Flat fee or retainer
Anthony Parr Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Bixby Gilbertson Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Brandon Small Invested Interests Minneapolis CFP, CFA Percentage of assets
Breanna Jensen Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Brian McKnight Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Cole Hystead Logan Park Wealth Management Minneapolis CFP Percentage of assets, Fixed fees
Emily Noyes Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Eric Gardner All Star Financial Minneapolis CFA Percentage of assets, Hourly
Jeffery Sutton Logan Park Wealth Management Minneapolis CFP Percentage of assets, Fixed fees
Joe Enzler Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Rudi Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Luke Eberly Drost Financial Golden Valley CFP Percentage of assets, Fixed fees
Margaret Swanson Modus Advisors Excelsior CFP Percentage of assets, Hourly
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Steven Drost Drost Financial Ham Lake CFP, CFA Percentage of assets, Fixed fees
Tad Weiss Modus Advisors Excelsior CFP Percentage of assets, Hourly
Aaron Lindberg Kingdom Legacy Advisors Minnetonka CFP, CFA Percentage of assets, Fixed fees
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Austin Lindberg Kingdom Legacy Advisors Minnetonka CFP Percentage of assets, Fixed fees
Barbara Mahr Kingdom Legacy Advisors Minnetonka CFP Percentage of assets, Fixed fees
Berthel Olsen Keystone Wealth Advisors Eagan CFP Percentage of assets, Hourly
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota