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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
Christopher Saxton Aberdour Investments Shoreview Not listed Percentage of assets, Hourly
Corissa Moos Sieben Wealth Planning Edina Not listed Percentage of assets
Cory Kiner Punch & Associates Edina Not listed Percentage of assets, Fixed fees
David Sieben Sieben Wealth Planning Edina Not listed Percentage of assets
Greg Cunningham GS Investments Eagan Not listed Percentage of assets
Heather Rezab Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Howard Punch Punch & Associates Edina Not listed Percentage of assets, Fixed fees
James Hannack Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Jessica Johnson Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Kevin Boyd KMB Wealth Management Bloomington Not listed Percentage of assets
Kevin Worms-Lynch Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Linnea Akesson Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Mark Sherman S3 Minneapolis Not listed Percentage of assets
Patrick Sheldon Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Rachel Nault Stonebridge Capital Advisors St. Paul Not listed Percentage of assets
Robert Kincade Stonebridge Capital Advisors St. Paul Not listed Percentage of assets
Ruth Langworthy Punch & Associates Edina Not listed Percentage of assets, Fixed fees
Ryan King RGA Investment Advisors Rochester Not listed Percentage of assets
Thomas Hallberg Wealth Transitions Forest Lake Not listed Hourly
Thomas Sherman S3 Minneapolis Not listed Percentage of assets
Aimee Bauman Caissa Wealth Strategies Bloomington CFP, ChFC Percentage of assets, Fixed fees
Alexander Dunne Silveroak Wealth Management Edina CFP Percentage of assets, Hourly
Anders Haugen Lifelong Wealth Advisors Arden Hills CFP, ChFC Percentage of assets, Fixed fees
Andi Long Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Andrea Eaton Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Andrew Campbell Caissa Wealth Strategies Bloomington CFP Percentage of assets, Fixed fees
Andrew Feterl Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Andrew Tate Cahill Financial Advisors Edina CFP, ChFC Percentage of assets, Hourly
Anghel Stoian Efficient Market Investments Apple Valley CFP Percentage of assets, Hourly
Anthony Poehling Holleyjo Wealth Advisors Edina CFP Percentage of assets, Hourly
Ashley Reiter Great River Financial Plymouth CFP Percentage of assets, Hourly
Benjamin Setterlund Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Benjamin Wheeler Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Bradley Barinsky Cahill Financial Advisors Long Lake CFP Percentage of assets, Hourly
Brandon Wood Solidity Financial Shoreview CFP Percentage of assets
Brayden Kelly Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Brittany Metzig Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Calvin Treichler Guide Financial Planning Shoreview CFP Percentage of assets, Fixed fees
Charles Frazzini Great River Financial Plymouth CFP Percentage of assets, Hourly
Christopher Kaufman Everest Financial Group Minneapolis CFP Percentage of assets, Hourly
Christopher Link Silveroak Wealth Management Edina CFP, PFS Percentage of assets, Hourly
Coresa Cass Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Damian Winther Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Daniel Hedegard Silveroak Wealth Management Edina CFP Percentage of assets, Hourly
David Stefl Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Derek Ketcho Upstream Financial Advisors Victoria CFP Percentage of assets, Fixed fees
Diane Park Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Donald Johnson Adviser Financial Group Rochester CFP Hourly, Fixed fees
Dylan Flategraff Dynic Wealth Management Andover CFP Percentage of assets
Elizabeth Van Hoever Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota