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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
Emmett Gustafson HighMark Wealth Management St. Paul Not listed Percentage of assets, Hourly
Gregory Baranivsky Twele Capital Management Minnetonka CFA Percentage of assets
Jared Plotz Ulland Investment Advisors Minneapolis CFA Percentage of assets
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Joe Pitzl Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Johannes Fure Windjammer Wealth Advisory Minneapolis CFP Percentage of assets, Hourly
John Twele Twele Capital Management Minnetonka CFA Percentage of assets
Justin Henne Twele Capital Management Minnetonka CFA Percentage of assets
Justin Miller Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Kathleen Nelson Silveroak Wealth Management, LLC Edina CFP, CPA/PFS Percentage of assets, Hourly
Kevin Earley Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Khalil Harris Punch & Associates Edina CFP Percentage of assets, Fixed fees
Kyle Moore Quarry Hill Advisors Minneapolis CFP Percentage of assets, Hourly
Laura Seymour TorchLight Financial Edina CFP Percentage of assets, Hourly
Luke DeBoer The Financial Planning Co. Waconia CFP, MBA Percentage of assets, Hourly
Michelle Warren Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Nathaniel Beebe Ulland Investment Advisors Minneapolis CFA Percentage of assets
Noah Haverdink EPIQ Partners Minneapolis CFP Flat fee or retainer, Ongoing planning fee
Patrick Farley Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Peter Johnson Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Robert Davis Financial Compass Eden Prairie CFP Percentage of assets, Hourly
Ryan Punch Punch & Associates Edina CFP Percentage of assets, Fixed fees
Ryan Trebil Mairs & Power St. Paul CFA Percentage of assets, Fixed fees
Sarah Lauber Lottsa Minneapolis CFP Percentage of assets, Hourly
Scott Beers Lottsa Minneapolis CFP Percentage of assets, Hourly
Scott Jensen Renovate Financial Planning Blaine CFP Percentage of assets, Hourly
Stephen Dygos Schwarz Dygos Wheeler IA Minneapolis CFP, CPWA Percentage of assets, Hourly
Susan Becker Nicollet Investment Management Minneapolis CFA Percentage of assets
Tyler Engbrecht TruMix Advisors Bloomington CFP Percentage of assets, Hourly
Aaron Soderberg BirdRock Wealth Management Minneapolis Not listed Percentage of assets
Beth Carrington Perceptive Edge Wayzata Not listed Percentage of assets, Hourly
Brian Carrington Perceptive Edge Wayzata Not listed Percentage of assets, Hourly
Bridget Wiltse Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Camie Quigley Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Carl Lymangood Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
David Benning Logan Park Wealth Management Minneapolis Not listed Percentage of assets, Fixed fees
Deanna Rens Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Emily Dolan Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
James Sexton Phillip James Financial Plymouth Not listed Percentage of assets
Jeremy Bryan IndiWealth Maple Grove CFA Percentage of assets, Fixed fees
John Obrien Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
John Tenley Summit Advisor Group Bloomington Not listed Percentage of assets
Joshua Grass Stapleton Asset Management Delano CFA Percentage of assets, Hourly
Matthew Cookson Cookson Financial Excelsior Not listed Percentage of assets
Matthew Mohning MSM Financial Minneapolis Not listed Percentage of assets, Hourly
Mindy Prow Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Nelson Moen Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Patricia Kavanagh Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Peter Weiss Modus Advisors Excelsior Not listed Percentage of assets, Hourly
Thomas Jenkins Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota