# Fee-only financial advisors in Bloomington, Minnesota > Start with a fee-only advisor in Bloomington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lindy Venustus of Create, LLC, Dana Brewer of Birchwood Financial Partners, Inc. and Tyler Engbrecht of TruMix Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/minnesota/bloomington/ 40 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Bloomington? Start with a fee-only advisor in Bloomington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lindy Venustus of Create, LLC, Dana Brewer of Birchwood Financial Partners, Inc. and Tyler Engbrecht of TruMix Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Bloomington are there? The Wellspent public graph lists 40 fee-only advisors in Bloomington, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Bloomington focus on? The most common focus among fee-only advisors in Bloomington is estate planning (17), followed by retirement planning (10) and small business owners (8). Advisors can list more than one. ## How do fee-only advisors in Bloomington charge? The most common fee among fee-only advisors in Bloomington is a percentage of assets, used by 93% of the 40 with fees on file. Many use more than one: 85% charge fixed fees and 57% charge by the hour. ## How much do fee-only financial advisors charge in Minnesota? Fee-only financial advisors in Minnesota charge a median of $2,100 a year for ongoing planning. We found this across the published prices of 16 Minnesota firms. ## How many fee-only advisors in Bloomington hold the CFP? 60% of the 40 fee-only advisors in Bloomington hold the CFP certification, based on the credentials listed on each record. ## Does Minnesota tax income on top of federal tax? Yes. Minnesota has a state income tax, so a financial plan for a Minnesota resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Bloomington? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Joseph Limond](https://find.wellspent.co/advisors/joseph-limond.md) | Clerestory Advisors, Inc. | Bloomington, Minnesota | | Flat fee or retainer, Ongoing planning fee | | [Lindy Venustus](https://find.wellspent.co/advisors/lindy-venustus.md) | Create, LLC | Bloomington, Minnesota | CFP | Ongoing planning fee | | [Bixby Gilbertson](https://find.wellspent.co/advisors/bixby-gilbertson.md) | Petros Family Wealth | Bloomington, Minnesota | CFP | Percentage of assets, Fixed fees | | [Breanna Jensen](https://find.wellspent.co/advisors/breanna-jensen.md) | Petros Family Wealth | Bloomington, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jacob Thibault](https://find.wellspent.co/advisors/jacob-thibault.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Meyer](https://find.wellspent.co/advisors/jon-meyer.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Frazier](https://find.wellspent.co/advisors/katherine-frazier.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Gobel](https://find.wellspent.co/advisors/ross-gobel.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Davies](https://find.wellspent.co/advisors/spencer-davies.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [William Friederichs](https://find.wellspent.co/advisors/william-friederichs.md) | BGM | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Cade Johnson](https://find.wellspent.co/advisors/cade-johnson.md) | Petros Family Wealth | Bloomington, Minnesota | CFA | Percentage of assets, Fixed fees | | [Anne Ward](https://find.wellspent.co/advisors/anne-ward.md) | Wisdom Wealth Management, LLC | Bloomington, Minnesota | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [Dana Brewer](https://find.wellspent.co/advisors/dana-brewer.md) | Birchwood Financial Partners, Inc. | Bloomington, Minnesota | CFP, BFA, CDFA, Chartered SRI Counselor, CAP | Percentage of assets, Hourly, Fixed fees | | [Tyler Engbrecht](https://find.wellspent.co/advisors/tyler-engbrecht.md) | TruMix Advisors | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Bridget Wiltse](https://find.wellspent.co/advisors/bridget-wiltse.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Camie Quigley](https://find.wellspent.co/advisors/camie-quigley.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Carl Lymangood](https://find.wellspent.co/advisors/carl-lymangood.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Deanna Rens](https://find.wellspent.co/advisors/deanna-rens.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [John Tenley](https://find.wellspent.co/advisors/john-tenley.md) | Summit Advisor Group | Bloomington, Minnesota | | Percentage of assets | | [Thomas Jenkins](https://find.wellspent.co/advisors/thomas-jenkins.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Daniel Boeckermann](https://find.wellspent.co/advisors/daniel-boeckermann.md) | BGM | Bloomington, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Kevin Boyd](https://find.wellspent.co/advisors/kevin-boyd.md) | KMB Wealth Management | Bloomington, Minnesota | | Percentage of assets | | [Aimee Bauman](https://find.wellspent.co/advisors/aimee-bauman.md) | Caissa Wealth Strategies | Bloomington, Minnesota | CFP, ChFC | Percentage of assets, Fixed fees | | [Andrew Campbell](https://find.wellspent.co/advisors/andrew-campbell.md) | Caissa Wealth Strategies | Bloomington, Minnesota | CFP | Percentage of assets, Fixed fees | | [Brayden Kelly](https://find.wellspent.co/advisors/brayden-kelly.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Damian Winther](https://find.wellspent.co/advisors/damian-winther.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Grant Meyer](https://find.wellspent.co/advisors/grant-meyer.md) | Trumix Advisors | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Naylor](https://find.wellspent.co/advisors/gregory-naylor.md) | Naylor Asset Management | Bloomington, Minnesota | CFP | Percentage of assets, Hourly | | [Kayla Berceau](https://find.wellspent.co/advisors/kayla-berceau.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kimberly Andrews](https://find.wellspent.co/advisors/kimberly-andrews.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kody Sherlund](https://find.wellspent.co/advisors/kody-sherlund.md) | Brooklyn FI | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Mary Bridget Handke](https://find.wellspent.co/advisors/mary-bridget-handke.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Merissa Perkins](https://find.wellspent.co/advisors/merissa-perkins.md) | Caissa Wealth Strategies | Bloomington, Minnesota | CFP, ChFC | Percentage of assets, Fixed fees | | [Rachel Infante](https://find.wellspent.co/advisors/rachel-infante.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Frederick Semmer](https://find.wellspent.co/advisors/frederick-semmer.md) | Caissa Wealth Strategies | Bloomington, Minnesota | CFA | Percentage of assets, Fixed fees | | [Stephen Dixon](https://find.wellspent.co/advisors/stephen-dixon.md) | Birchwood Financial Partners | Bloomington, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Alf](https://find.wellspent.co/advisors/elizabeth-alf.md) | Clerestory Advisors | Bloomington, Minnesota | | Fixed fees | | [Jill Vilkama](https://find.wellspent.co/advisors/jill-vilkama.md) | Birchwood Financial Partners | Bloomington, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Kevin O`Laughlin](https://find.wellspent.co/advisors/kevin-o-laughlin.md) | Trumix Advisors | Bloomington, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Lewis Coffey](https://find.wellspent.co/advisors/lewis-coffey.md) | Windsor Capital Management | Bloomington, Minnesota | | Percentage of assets, Hourly | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).