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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
Ujae Kang UAK Diversified Wealth Advisors Mahtomedi CFA Percentage of assets, Fixed fees
William Dove 1834 Investment Advisors St. Louis Park CFA Percentage of assets, Fixed fees
Adam Tlusty Fiduciary Counselling St Paul Not listed Percentage of assets, Fixed fees
Alyssa Craggs Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Andrew Kalenberg The Financial Planning Hutchinson Not listed Percentage of assets, Hourly
Anthony Rush FFP Wealth Management Coon Rapids Not listed Percentage of assets, Hourly
Anthony Smith MRB Capital Centerville Not listed Percentage of assets
Arlene Kielley Somerset Group Wayzata Not listed Percentage of assets
Bennett Marks Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees
Bradley Dirksen 1834 Investment Advisors Minneapolis Not listed Percentage of assets, Fixed fees
Brett Angel Marks Group Wealth Management Minnetonka Not listed Percentage of assets, Fixed fees
Cammack Byers Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Carter Colemer FFP Wealth Management Coon Rapids Not listed Percentage of assets, Hourly
Chad Conway Avalon Financial Slayton Not listed Percentage of assets
Charles Kelley Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Charles Scott Solidity Financial Shoreview Not listed Percentage of assets
Christopher Kelley Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Christopher Nuth Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Collin Miller Lifetime Wealth Management Rochester Not listed Percentage of assets, Fixed fees
Craig McPherson DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Curtis Myran Element Squared Private Wealth Minneapolis Not listed Percentage of assets
Cynthia Hansen Somerset Group Wayzata Not listed Percentage of assets
Cynthia Slater DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Daunte Leiran Future Bright Maple Grove Not listed Percentage of assets
David Hust Bannerstone Capital Wayzata Not listed Percentage of assets
Dayton Miller Lifetime Wealth Management Rochester Not listed Percentage of assets, Fixed fees
Deanna Constantine Jeffrey A. Drayton Financial Group Maple Grove Not listed Percentage of assets, Hourly
Denver Gilliand DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Dominick Calvin Element Squared Private Wealth Minneapolis Not listed Percentage of assets
Donald Johnson Dunnavan & Minneapolis Not listed Percentage of assets
Dori Petroff Lifelong Wealth Advisors Arden Hills Not listed Percentage of assets, Fixed fees
Drew Sweetman Element Squared Private Wealth Minneapolis Not listed Percentage of assets
Dylan Knutson Lifelong Wealth Advisors Arden Hills Not listed Percentage of assets, Fixed fees
Elizabeth Alf Clerestory Advisors Bloomington Not listed Fixed fees
Elizabeth Alward Compass Capital Management Minneapolis Not listed Percentage of assets, Fixed fees
Eric Becker Guardian Wealth Advisors St Louis Park Not listed Percentage of assets, Hourly
Erik Dodds Whitwell Advisors Clear Lake Not listed Percentage of assets
Ernest Pepel Michael Traxler Wealth Management New Prague Not listed Percentage of assets, Hourly
Gary Greenberg Gary L. Greenberg Eden Prairie Not listed Percentage of assets, Fixed fees
George Andrews Celadon Managed Wealth Plymouth Not listed Percentage of assets
Gregory Robillard Bannerstone Capital Wayzata Not listed Percentage of assets
Harry Campbell Layline Asset Management Minnetonka Not listed Percentage of assets
Helena Dougall Dunnavan & Minneapolis Not listed Percentage of assets
Isaac Buehler Michael Traxler Wealth Management New Prague Not listed Percentage of assets, Hourly
Isaac Daugherty Fiduciary Counselling St Paul Not listed Percentage of assets, Fixed fees
Jack Bridgeman DSG Capital Advisors Edina Not listed Percentage of assets, Hourly
Jack Drobinski Lifelong Wealth Advisors Arden Hills Not listed Percentage of assets, Fixed fees
Jacob Abbott Element Squared Private Wealth Minneapolis Not listed Percentage of assets
James Mehrman Valor Wealth Management Fridley Not listed Percentage of assets
Jay Pluimer Flourish Wealth Management Edina Not listed Percentage of assets, Hourly

Firms headquartered in Minnesota (180)

All 180 firms in Minnesota