Fee-only advisors in Minnesota
Fee-only advisors in Minneapolis, Edina and St. Paul, plus 66 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Derek Nutter | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Hilary Sweeney | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Thibault | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Luke Johnson | Boreal Advisors | New Brighton | CFP | Percentage of assets, Fixed fees |
| Marc Hadley | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Matthew Gulbransen | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Natalie Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Paul Pearce | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Ross Gobel | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Ryan Key | Pine Grove Financial Group | Woodbury | Not listed | Percentage of assets |
| Spencer Davies | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| William Friederichs | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Aimee Hatlestad | The Hatlestad Group | Edina | CFP | Percentage of assets, Hourly |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Brian Jones | NextGen Financial Advice | Elko New Market | Not listed | Percentage of assets, Hourly |
| Cade Johnson | Petros Family Wealth | Bloomington | CFA | Percentage of assets, Fixed fees |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| James Ronn | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Joshua Jenson | One Life Financial Group | White Bear Lake | CFP | Percentage of assets, Hourly |
| Kari Haanstad | Modus Advisors | Excelsior | CFA | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Phillip Christenson | Phillip James Financial | Plymouth | CFA | Percentage of assets |
| Robert Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Tanya Nichols | Retire Agile | Hermantown | CFP | Percentage of assets, Fixed fees |
| Tyler Madill | Maris Wealth Management | Duluth | Not listed | Percentage of assets, One-time planning fee |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Andrew Adams | Mairs & Power | St. Paul | CFA, CIC | Percentage of assets, Fixed fees |
| Anne Ward | Wisdom Wealth Management, LLC | Bloomington | CFP, CRPC | Percentage of assets, Hourly |
| Anton Madsen | NewLeaf Financial Guidance | Redwood Falls | CFP | Not listed |
| Ashley Murphy | Arete Wealth Strategists | Minneapolis | CFP | Percentage of assets, Hourly |
| Brent Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Chad Kilmer | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Christopher Strom | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Dana Brewer | Birchwood Financial Partners, Inc. | Bloomington | CFP, BFA, CDFA, Chartered SRI Counselor | Percentage of assets, Hourly |
| David Hauge | Hauge Wealth Management, LLC | Saint Louis Park | CFA, CFP | Percentage of assets, Fixed fees |
| David Kerwin | Kerwin Asset Management | Edina | CFA | Percentage of assets |
| Derek Delaney | PharmD Financial Planning LLC | Owatonna | CFP, ChFC, EA | Fixed fees |
| Derek Wulff | Navista Wealth Management | Minnetonka | Not listed | Percentage of assets, Hourly |
Firms headquartered in Minnesota (180)
-
7th Street Financial
Chaska, Minnesota
-
Aberdour Investments
Shoreview, Minnesota
-
Abundo Wealth
Minneapolis, Minnesota
-
Accredited Investors Wealth Management®
Edina, Minnesota
-
Adaptive Financial Design
Minneapolis, Minnesota
-
Adviser Financial Group
Rochester, Minnesota
-
AKM Advisory
Edina, Minnesota
-
All Star Financial
Minneapolis, Minnesota
-
Allodium Investment Consultants
Minneapolis, Minnesota
-
Aquinas Capital Advisors
Andover, Minnesota
-
Arete Wealth Strategists
Minneapolis, Minnesota
-
Ataraxis Financial
Rochester, Minnesota
-
Authentic Life Financial Planning
Minneapolis, Minnesota
-
Avalon Financial
Slayton, Minnesota
-
Bannerstone Capital
Wayzata, Minnesota
-
Baztec Capital Management
Edina, Minnesota
-
Bernstein Financial Advisory
Minneapolis, Minnesota
-
BGM
Bloomington, Minnesota
-
Birath Wealth Management
Marshall, Minnesota
-
Birchwood Financial Partners, Inc.
Bloomington, Minnesota
-
Bond&Devick Wealth Partners
Saint Louis Park, Minnesota
-
Boreal Advisors
New Brighton, Minnesota
-
Caissa Wealth Strategies
Minneapolis, Minnesota
-
Calibration Financial
Milaca, Minnesota
-
Captar Private Wealth
St. Louis Park, Minnesota
-
Carson Capital
St. Louis Park, Minnesota
-
Castle Rock Financial Planning, Inc.
Mendota Heights, Minnesota
-
Celadon Managed Wealth
Plymouth, Minnesota
-
Clerestory Advisors, Inc.
Bloomington, Minnesota
-
Colleen Weber CPA
Chanhassen, Minnesota
-
Compass Capital Management
Minneapolis, Minnesota
-
Compass Private Wealth Consulting
Prior Lake, Minnesota
-
Cookson Financial
Excelsior, Minnesota
-
Cordis Financial
Minneapolis, Minnesota
-
Cornerstone Wealth Advisors
Edina, Minnesota
-
Couloir Wealth Advisors, Inc.
Welch, Minnesota
-
Counterculture Wealth
Saint Anthony, Minnesota
-
Crafted Wealth Management
Minneapolis, Minnesota
-
Crane Capital Management
Spring Park, Minnesota
-
Create, LLC
Bloomington, Minnesota
-
Drost Financial
Ham Lake, Minnesota
-
DSG Capital Advisors
Edina, Minnesota
-
Dunnavan &
Minneapolis, Minnesota
-
Echo Wealth Management
Plymouth, Minnesota
-
Efficient Market Investments
Apple Valley, Minnesota
-
Element Squared Private Wealth
Minneapolis, Minnesota
-
Encore Wealth Advisors
Morris, Minnesota
-
Endurance Financial Group
St. Paul, Minnesota
-
EPIQ Partners
Minneapolis, Minnesota
-
Equal Voices Wealth
Minneapolis, Minnesota
-
Everest Financial Group
Minneapolis, Minnesota
-
Excelsior Investors
Excelsior, Minnesota
-
Exhale Wealth Management, LLC
Minneapolis, Minnesota
-
FFP Wealth Management, LLC
Coon Rapids, Minnesota
-
Fiduciary Counselling
St Paul, Minnesota
-
Financial Empowerment, LLC
Burnsville, Minnesota
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Financial Planning Navigators
Maple Grove, Minnesota
-
Flourish Wealth Management Inc.
Edina, Minnesota
-
Fortress Financial Group
Rochester, Minnesota
-
Future Bright
Maple Grove, Minnesota