Fee-only financial advisors in Bloomington, Minnesota
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lindy Venustus Create, LLC Holds the CFP. Fees on file: ongoing planning fee.
- Dana Brewer Birchwood Financial Partners, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Tyler Engbrecht TruMix Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Bixby Gilbertson Petros Family Wealth Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Merissa Perkins Caissa Wealth Strategies Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jon Meyer BGM Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 40
- Firms
- 16
- Hold the CFP
- 60%
- Other credentials: CFA 8% · ChFC 5%
- How they charge (of 40 with fees on file): percentage of assets 93% · fixed fees 85% · hourly 57% · ongoing planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Bloomington by what you need
Find an advisor in Minnesota by fee, assets, or credential
Questions about fee-only advisors in Bloomington
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.
All 40 advisors in Bloomington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Bixby Gilbertson | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Breanna Jensen | Petros Family Wealth | Bloomington | CFP | Percentage of assets, Fixed fees |
| Jacob Thibault | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Ross Gobel | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Spencer Davies | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| William Friederichs | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Cade Johnson | Petros Family Wealth | Bloomington | CFA | Percentage of assets, Fixed fees |
| Anne Ward | Wisdom Wealth Management, LLC | Bloomington | CFP, CRPC | Percentage of assets, Hourly |
| Dana Brewer | Birchwood Financial Partners, Inc. | Bloomington | CFP, BFA, CDFA, Chartered SRI Counselor | Percentage of assets, Hourly |
| Tyler Engbrecht | TruMix Advisors | Bloomington | CFP | Percentage of assets, Hourly |
| Bridget Wiltse | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Camie Quigley | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Carl Lymangood | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Deanna Rens | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| John Tenley | Summit Advisor Group | Bloomington | Not listed | Percentage of assets |
| Thomas Jenkins | Petros Family Wealth | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Daniel Boeckermann | BGM | Bloomington | Not listed | Percentage of assets, Hourly |
| Kevin Boyd | KMB Wealth Management | Bloomington | Not listed | Percentage of assets |
| Aimee Bauman | Caissa Wealth Strategies | Bloomington | CFP, ChFC | Percentage of assets, Fixed fees |
| Andrew Campbell | Caissa Wealth Strategies | Bloomington | CFP | Percentage of assets, Fixed fees |
| Brayden Kelly | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Damian Winther | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Grant Meyer | Trumix Advisors | Bloomington | CFP | Percentage of assets, Hourly |
| Gregory Naylor | Naylor Asset Management | Bloomington | CFP | Percentage of assets, Hourly |
| Kayla Berceau | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Kimberly Andrews | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Kody Sherlund | Brooklyn FI | Bloomington | CFP | Percentage of assets, Hourly |
| Mary Bridget Handke | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Merissa Perkins | Caissa Wealth Strategies | Bloomington | CFP, ChFC | Percentage of assets, Fixed fees |
| Rachel Infante | Birchwood Financial Partners | Bloomington | CFP | Percentage of assets, Hourly |
| Frederick Semmer | Caissa Wealth Strategies | Bloomington | CFA | Percentage of assets, Fixed fees |
| Stephen Dixon | Birchwood Financial Partners | Bloomington | CFA | Percentage of assets, Hourly |
| Elizabeth Alf | Clerestory Advisors | Bloomington | Not listed | Fixed fees |
| Jill Vilkama | Birchwood Financial Partners | Bloomington | Not listed | Percentage of assets, Hourly |
| Kevin O`Laughlin | Trumix Advisors | Bloomington | Not listed | Percentage of assets, Hourly |
| Lewis Coffey | Windsor Capital Management | Bloomington | Not listed | Percentage of assets, Hourly |
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