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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
Ellen Dubuque Rossi Dubuque Breckenridge Plymouth CFP Fixed fees
Ellen Osthus Truman Wealth Advisors St. Paul CFP Percentage of assets, Fixed fees
Eric Hutchens Allodium Investment Consultants Minneapolis CFP, CFA Percentage of assets, Hourly
Eric McCarver Normandy Investment Advisors St. Paul CFP Percentage of assets, Fixed fees
Erik Carlson Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Fang Huang Echo Wealth Management Plymouth CFP, CFA Percentage of assets, Fixed fees
Grant Meyer Trumix Advisors Bloomington CFP Percentage of assets, Hourly
Gregory Blenkush Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Gregory Naylor Naylor Asset Management Bloomington CFP Percentage of assets, Hourly
Ingrid Strauss Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Jack Waletich Kure Advisory Plymouth CFP, PFS Percentage of assets, Fixed fees
Jaclyn Roof Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
James Bryan Hyland Lake Partners Edina CFP, ChFC Percentage of assets, Fixed fees
Jason Good Excelsior Investors Excelsior CFP, CFA Percentage of assets, Fixed fees
Jeanna Fifer Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Jeffrey Ohe Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Jeffrey Tolzin Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Jeremy Graff Graff Financial Edina CFP Percentage of assets, Hourly
Jessica Dolmage Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Joan Rossi Rossi Dubuque Breckenridge Plymouth CFP Fixed fees
John Hanten Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
John Oberg Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Jon Hogan Schwarz Dygos Wheeler Investment Advisors Minneapolis CFP Percentage of assets, Hourly
Jonathan Guyton Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Jonathan Scharlau Silveroak Wealth Management Edina CFP, CFA Percentage of assets, Hourly
Jordan Elling Marquette Wealth Management Minnetonka CFP Percentage of assets
Joseph Pitzl Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Joseph Sessions The Planning Center St. Louis Park CFP Percentage of assets, Hourly
Justin Gabriel Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Kari Polasek Adaptive Financial Design Minneapolis CFP Percentage of assets, Hourly
Kayla Berceau Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Keaton Shinn Aluman Saint Paul CFP Percentage of assets, Hourly
Kelly Sullivan Noah Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Kimberly Andrews Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Kimberly Hamlin Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Kody Sherlund Brooklyn FI Bloomington CFP Percentage of assets, Hourly
Konnor Tranoris Wealth DEN Financial Mound CFP Percentage of assets, Hourly
Kristin Baker Cordis Financial Minneapolis CFP Percentage of assets, Fixed fees
Kristin Garrett Financial Empowerment Burnsville CFP Percentage of assets, Hourly
Laura Bereiter White Oaks Wealth Advisors Minneapolis CFP, PFS Percentage of assets, Hourly
Logan Taft Lifelong Wealth Advisors Arden Hills CFP Percentage of assets, Fixed fees
Marin McCann Quarry Hill Advisors Saint Paul CFP Percentage of assets, Hourly
Mark Struthers Sona Wealth, Sona Wealth Management, Sona Wealth Advisors Chanhassen CFP Percentage of assets, Hourly
Mary Bridget Handke Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Matthew Arnold Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Matthew Elliott Pulse Financial Planning Rochester CFP Percentage of assets, Fixed fees
Merissa Perkins Caissa Wealth Strategies Bloomington CFP, ChFC Percentage of assets, Fixed fees
Michael Branham The Planning Center St. Louis Park CFP Percentage of assets, Hourly
Michael Granbois Kure Advisory Plymouth CFP Percentage of assets, Fixed fees
Michelle Damon Cahill Financial Advisors Edina CFP Percentage of assets, Hourly

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota