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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
Wayne Trana Blue Anchor Wealth Advisors Hutchinson Not listed Percentage of assets, Hourly
Andrew Rogers Northland Capital Management Virginia Not listed Percentage of assets
Angela Mattson Keystone Wealth Advisors Eagan Not listed Percentage of assets, Hourly
Anthony Perala Punch & Associates Edina CFA Percentage of assets, Fixed fees
Benjamin Lazarus EPIQ Partners Minneapolis CFA Flat fee or retainer, Ongoing planning fee
Bradley Horn Saffron Capital Minneapolis Not listed Percentage of assets, Hourly
Bruce Langer EPIQ Partners Minneapolis CFA Flat fee or retainer, Ongoing planning fee
Christopher Erickson Northland Capital Management Virginia Not listed Percentage of assets
Daniel Aronson EPIQ Partners Minneapolis CFA Flat fee or retainer, Ongoing planning fee
Daniel Boeckermann BGM Bloomington Not listed Percentage of assets, Hourly
Donovan Carson Carson Capital St. Louis Park Not listed Ongoing planning fee, One-time planning fee
Glenn Steinke GS Investments Eagan CFA Percentage of assets
Heidi Hukriede Stonebridge Capital Advisors St. Paul CFA Percentage of assets
James Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
James Skjong Ulland Investment Advisors Minneapolis Not listed Percentage of assets
John Carraux Punch & Associates Edina CFA, CIC Percentage of assets, Fixed fees
John Schonberg Stonebridge Capital Advisors St. Paul CFA Percentage of assets
Julie Johnson Northland Capital Management Virginia Not listed Percentage of assets
Kimberley Becker Mairs & Power St. Paul Not listed Percentage of assets, Fixed fees
Lisa Kelly Mairs & Power St. Paul Not listed Percentage of assets, Fixed fees
Michael Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
Michael Marzolf Mairs & Power St. Paul Not listed Percentage of assets, Fixed fees
Nathan Travis Nicollet Investment Management Minneapolis Not listed Percentage of assets
Nicholas Heyer Nicollet Investment Management Minneapolis Not listed Percentage of assets
Paul Dwyer Punch & Associates Edina CFA Percentage of assets, Fixed fees
Robert Schneeweis Yes Wealth Management Mahtomedi Not listed Percentage of assets
Samuel Ludzack Punch & Associates Edina CFA Percentage of assets, Fixed fees
Steven Carlson Keystone Wealth Advisors Eagan Not listed Percentage of assets, Hourly
Tiffany Brynteson FFP Wealth Management, LLC Coon Rapids BS, CRPC Percentage of assets, Hourly
Timothy Fahey Nicollet Investment Management Minneapolis Not listed Percentage of assets
Timothy Tuinstra Calder Financial Group Winona Not listed One-time planning fee
Brian Lahr One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly
Bruce Carlson NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Corey Black Ataraxis Financial Rochester Not listed Percentage of assets, Hourly
David Martell NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Donald Schroeder Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Dylan Ronn Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Franklin Strobeck One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly
John Bernstein Bernstein Financial Advisory Minneapolis Not listed Percentage of assets, Hourly
Krista Ketelsen NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Michael Black Ataraxis Financial Rochester Not listed Percentage of assets, Hourly
Nathan Kimle Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Patrick Illies Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Thomas Sjoberg Twin Cities Retirement Group Plymouth Not listed Percentage of assets
Zachary Panek Greater Midwest Financial Group Saint Paul Not listed Percentage of assets, Fixed fees
Andrea Barkley Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Andrew Gray Lottsa Minneapolis Not listed Percentage of assets, Hourly
Andrew Matysik Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Barry Randall Northstar Financial Companies Saint Paul Not listed Percentage of assets, Hourly
Benjamin Frey EPIQ Partners Minneapolis Not listed Flat fee or retainer, Ongoing planning fee

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota