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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
Michelle Kpissay Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Michelle Leisen Wealth Planning Group Minnetonka CFP Percentage of assets
Nicholas Hohn Cahill Financial Advisors Edina CFP Percentage of assets, Hourly
Nicholas Johnson Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Nicholas Thunker Silveroak Wealth Management Edina CFP Percentage of assets, Hourly
Olivia Plagge Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Patrick Carotenuto Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Patrick Deeg Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Paul Kinneberg Longview Financial Zimmerman CFP Percentage of assets, Hourly
Rachel Infante Birchwood Financial Partners Bloomington CFP Percentage of assets, Hourly
Rebecca Botzet Cahill Financial Advisors Long Lake CFP Percentage of assets, Hourly
Richard Hall Pitzl Financial Arden Hills CFP Percentage of assets, Fixed fees
Richard Miller Compass Private Wealth Consulting Prior Lake CFP, PFS Percentage of assets, Hourly
Robert Bonine Lifelong Wealth Advisors Arden Hills CFP Percentage of assets, Fixed fees
Robert Caverly Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Rodney Roath Money Matters Minnetonka CFP Percentage of assets
Ross Levin Accredited Investors Wealth Management Edina CFP Percentage of assets, Fixed fees
Roxana Rodriguez Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Sabrina Fay Bond & Devick Wealth Partners Saint Louis Park CFP, ChFC Percentage of assets, Hourly
Samantha Thorn Marks Group Wealth Management Minnetonka CFP Percentage of assets, Fixed fees
Sara Kantor Cornerstone Wealth Advisors Edina CFP Percentage of assets, Fixed fees
Saul Baumann Allodium Investment Consultants Minneapolis CFP Percentage of assets, Hourly
Sean Deichert Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Shannon King Silveroak Wealth Management Edina CFP Percentage of assets, Hourly
Thomas Limborg Quarry Hill Advisors Saint Paul CFP Percentage of assets, Hourly
Thomas Walsh Fiduciary Counselling St Paul CFP Percentage of assets, Fixed fees
Timothy Schaefer Encore Wealth Advisors Morris CFP Percentage of assets, Hourly
Wade Wacker Wacker & Associates Jackson CFP Percentage of assets, Hourly
William Jamison Lifeplan Financial Mankato CFP Percentage of assets, Hourly
William Mulvahill Trailhead Planners Edina CFP Percentage of assets, Hourly
Zachary Miller Upstream Financial Advisors Waconia CFP Percentage of assets, Fixed fees
Zackary Trevis Bond & Devick Wealth Partners Saint Louis Park CFP Percentage of assets, Hourly
Adam Mans AKM Advisory Edina CFA Percentage of assets
Andrew Lang Fiduciary Counselling St Paul CFA Percentage of assets, Fixed fees
Chad Rusten Element Squared Private Wealth Minneapolis ChFC Percentage of assets
Christian Nielsen Fiduciary Counselling St Paul CFA Percentage of assets, Fixed fees
Christopher Dougall Dunnavan & Minneapolis CFA Percentage of assets
Devon Sandhu Fiduciary Counselling St Paul CFA Percentage of assets, Fixed fees
Frederick Semmer Caissa Wealth Strategies Bloomington CFA Percentage of assets, Fixed fees
Jacob Wolkowitz Accredited Investors Wealth Management Edina CFA Percentage of assets, Fixed fees
Joseph Schwarz Schwarz Dygos Wheeler Investment Advisors Minneapolis CFA Percentage of assets, Hourly
Keith Tufte Longview Wealth Management Orono CFA Percentage of assets, Hourly
Larry Kuyper Lifeplan Financial Mankato ChFC Percentage of assets, Hourly
Lawrence McGuire Red Rock Capital Advisors Hibbing CFA Percentage of assets, Hourly
Mark Vitelli Compass Capital Management Minneapolis CFA Percentage of assets, Fixed fees
Matthew Wright Cahill Financial Advisors Victoria CFA Percentage of assets, Hourly
Michael Clancey Fiduciary Counselling St Paul CFA Percentage of assets, Fixed fees
Sean Smith Accredited Investors Wealth Management Edina CFA Percentage of assets, Fixed fees
Stephen Dixon Birchwood Financial Partners Bloomington CFA Percentage of assets, Hourly
Turner Storm Marks Group Wealth Management Minnetonka CFA Percentage of assets, Fixed fees

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota