# Fee-only financial advisors in Edina, Minnesota > Start with a fee-only advisor in Edina whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matt Laciskey of Hyland Lake Partners, LLC, Bill Mulvahill of Trailhead Planners and Kathleen Nelson of Silveroak Wealth Management, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/minnesota/edina/ 75 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 Edina? Start with a fee-only advisor in Edina whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matt Laciskey of Hyland Lake Partners, LLC, Bill Mulvahill of Trailhead Planners and Kathleen Nelson of Silveroak Wealth Management, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Edina are there? The Wellspent public graph lists 75 fee-only advisors in Edina, at 25 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Edina focus on? The most common focus among fee-only advisors in Edina is ultra-high-net-worth families (17), followed by retirement planning (10) and estate planning (10). Advisors can list more than one. ## How do fee-only advisors in Edina charge? The most common fee among fee-only advisors in Edina is a percentage of assets, used by 92% of the 75 with fees on file. Many use more than one: 80% charge fixed fees and 45% 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 Edina hold the CFP? 49% of the 75 fee-only advisors in Edina 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 Edina? 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 | |---|---|---|---|---| | [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Matt Laciskey](https://find.wellspent.co/advisors/matt-laciskey.md) | Hyland Lake Partners, LLC | Edina, Minnesota | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee | | [Rebecca Krieger](https://find.wellspent.co/advisors/rebecca-krieger.md) | Accredited Investors Wealth Management® | Edina, Minnesota | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees | | [Felix Kopycinski](https://find.wellspent.co/advisors/felix-kopycinski.md) | Laurel Wealth Planning | Edina, Minnesota | CFP | Ongoing planning fee | | [Jesse Kuusisto](https://find.wellspent.co/advisors/jesse-kuusisto.md) | Laurel Wealth Planning | Edina, Minnesota | CFP | Ongoing planning fee | | [Mallory Kretman](https://find.wellspent.co/advisors/mallory-kretman.md) | Laurel Wealth Planning | Edina, Minnesota | CFP | Ongoing planning fee | | [Maxwell Carlos](https://find.wellspent.co/advisors/maxwell-carlos.md) | Laurel Wealth Planning | Edina, Minnesota | CFP | Ongoing planning fee | | [Laura Kuntz](https://find.wellspent.co/advisors/laura-kuntz.md) | Laurel Wealth Planning | Edina, Minnesota | PFS | Ongoing planning fee | | [Katherine Then](https://find.wellspent.co/advisors/katherine-then.md) | Laurel Wealth Planning | Edina, Minnesota | | Ongoing planning fee | | [Aimee Hatlestad](https://find.wellspent.co/advisors/aimee-hatlestad.md) | The Hatlestad Group | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [David Kerwin](https://find.wellspent.co/advisors/david-kerwin.md) | Kerwin Asset Management | Edina, Minnesota | CFA | Percentage of assets | | [Kathleen Nelson](https://find.wellspent.co/advisors/kathleen-nelson.md) | Silveroak Wealth Management, LLC | Edina, Minnesota | CFP, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Khalil Harris](https://find.wellspent.co/advisors/khalil-harris.md) | Punch & Associates | Edina, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Laura Seymour](https://find.wellspent.co/advisors/laura-seymour.md) | TorchLight Financial | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Punch](https://find.wellspent.co/advisors/ryan-punch.md) | Punch & Associates | Edina, Minnesota | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Anthony Perala](https://find.wellspent.co/advisors/anthony-perala.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [John Carraux](https://find.wellspent.co/advisors/john-carraux.md) | Punch & Associates | Edina, Minnesota | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Paul Dwyer](https://find.wellspent.co/advisors/paul-dwyer.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Samuel Ludzack](https://find.wellspent.co/advisors/samuel-ludzack.md) | Punch & Associates | Edina, Minnesota | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Andrea Barkley](https://find.wellspent.co/advisors/andrea-barkley.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Matysik](https://find.wellspent.co/advisors/andrew-matysik.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Corissa Moos](https://find.wellspent.co/advisors/corissa-moos.md) | Sieben Wealth Planning | Edina, Minnesota | | Percentage of assets | | [Cory Kiner](https://find.wellspent.co/advisors/cory-kiner.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [David Sieben](https://find.wellspent.co/advisors/david-sieben.md) | Sieben Wealth Planning | Edina, Minnesota | | Percentage of assets | | [Heather Rezab](https://find.wellspent.co/advisors/heather-rezab.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Howard Punch](https://find.wellspent.co/advisors/howard-punch.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [James Hannack](https://find.wellspent.co/advisors/james-hannack.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Jessica Johnson](https://find.wellspent.co/advisors/jessica-johnson.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Kevin Worms-Lynch](https://find.wellspent.co/advisors/kevin-worms-lynch.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Linnea Akesson](https://find.wellspent.co/advisors/linnea-akesson.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Patrick Sheldon](https://find.wellspent.co/advisors/patrick-sheldon.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Ruth Langworthy](https://find.wellspent.co/advisors/ruth-langworthy.md) | Punch & Associates | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Alexander Dunne](https://find.wellspent.co/advisors/alexander-dunne.md) | Silveroak Wealth Management | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrea Eaton](https://find.wellspent.co/advisors/andrea-eaton.md) | Cornerstone Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Andrew Tate](https://find.wellspent.co/advisors/andrew-tate.md) | Cahill Financial Advisors | Edina, Minnesota | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Anthony Poehling](https://find.wellspent.co/advisors/anthony-poehling.md) | Holleyjo Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Setterlund](https://find.wellspent.co/advisors/benjamin-setterlund.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Link](https://find.wellspent.co/advisors/christopher-link.md) | Silveroak Wealth Management | Edina, Minnesota | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Coresa Cass](https://find.wellspent.co/advisors/coresa-cass.md) | Cornerstone Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Daniel Hedegard](https://find.wellspent.co/advisors/daniel-hedegard.md) | Silveroak Wealth Management | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Diane Park](https://find.wellspent.co/advisors/diane-park.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Carlson](https://find.wellspent.co/advisors/erik-carlson.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Blenkush](https://find.wellspent.co/advisors/gregory-blenkush.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [James Bryan](https://find.wellspent.co/advisors/james-bryan.md) | Hyland Lake Partners | Edina, Minnesota | CFP, ChFC | Percentage of assets, Fixed fees | | [Jeffrey Ohe](https://find.wellspent.co/advisors/jeffrey-ohe.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Graff](https://find.wellspent.co/advisors/jeremy-graff.md) | Graff Financial | Edina, Minnesota | CFP | Percentage of assets, Hourly | | [Jonathan Guyton](https://find.wellspent.co/advisors/jonathan-guyton.md) | Cornerstone Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jonathan Scharlau](https://find.wellspent.co/advisors/jonathan-scharlau.md) | Silveroak Wealth Management | Edina, Minnesota | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michelle Damon](https://find.wellspent.co/advisors/michelle-damon.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Hohn](https://find.wellspent.co/advisors/nicholas-hohn.md) | Cahill Financial Advisors | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Thunker](https://find.wellspent.co/advisors/nicholas-thunker.md) | Silveroak Wealth Management | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Olivia Plagge](https://find.wellspent.co/advisors/olivia-plagge.md) | Cornerstone Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Ross Levin](https://find.wellspent.co/advisors/ross-levin.md) | Accredited Investors Wealth Management | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Sara Kantor](https://find.wellspent.co/advisors/sara-kantor.md) | Cornerstone Wealth Advisors | Edina, Minnesota | CFP | Percentage of assets, Fixed fees | | [Shannon King](https://find.wellspent.co/advisors/shannon-king.md) | Silveroak Wealth Management | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [William Mulvahill](https://find.wellspent.co/advisors/william-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Mans](https://find.wellspent.co/advisors/adam-mans.md) | AKM Advisory | Edina, Minnesota | CFA | Percentage of assets | | [Jacob Wolkowitz](https://find.wellspent.co/advisors/jacob-wolkowitz.md) | Accredited Investors Wealth Management | Edina, Minnesota | CFA | Percentage of assets, Fixed fees | | [Sean Smith](https://find.wellspent.co/advisors/sean-smith.md) | Accredited Investors Wealth Management | Edina, Minnesota | CFA | Percentage of assets, Fixed fees | | [Craig McPherson](https://find.wellspent.co/advisors/craig-mcpherson.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Cynthia Slater](https://find.wellspent.co/advisors/cynthia-slater.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Denver Gilliand](https://find.wellspent.co/advisors/denver-gilliand.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jack Bridgeman](https://find.wellspent.co/advisors/jack-bridgeman.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jay Pluimer](https://find.wellspent.co/advisors/jay-pluimer.md) | Flourish Wealth Management | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jayden Shultz](https://find.wellspent.co/advisors/jayden-shultz.md) | Flourish Wealth Management | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Bellm](https://find.wellspent.co/advisors/jonathan-bellm.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Joseph Fenwick](https://find.wellspent.co/advisors/joseph-fenwick.md) | Flourish Wealth Management | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Joshua Arnold](https://find.wellspent.co/advisors/joshua-arnold.md) | Josh Arnold Investment Consultant | Edina, Minnesota | | Percentage of assets, Hourly | | [Judd Arnold](https://find.wellspent.co/advisors/judd-arnold.md) | Josh Arnold Investment Consultant | Edina, Minnesota | | Percentage of assets, Hourly | | [Klair Reese](https://find.wellspent.co/advisors/klair-reese.md) | DSG Capital Advisors | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Michael Launer](https://find.wellspent.co/advisors/michael-launer.md) | Telos Solutions | Edina, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Patrick Foley](https://find.wellspent.co/advisors/patrick-foley.md) | AKM Advisory | Edina, Minnesota | | Percentage of assets | | [Patrick Mulvehill](https://find.wellspent.co/advisors/patrick-mulvehill.md) | Baztec Capital Management | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | | [Spencer Kubo](https://find.wellspent.co/advisors/spencer-kubo.md) | Kubo Financial Planning and Investments | Edina, Minnesota | | Percentage of assets, Fixed fees, Performance-based fees | ## 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).