Fee-only financial advisors in Edina, Minnesota
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matt Laciskey Hyland Lake Partners, LLC Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Bill Mulvahill Trailhead Planners Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Kathleen Nelson Silveroak Wealth Management, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Rebecca Krieger Accredited Investors Wealth Management® Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Mallory Kretman Laurel Wealth Planning Holds the CFP. Fees on file: ongoing planning fee.
- David Kerwin Kerwin Asset Management Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 75
- Firms
- 25
- Hold the CFP
- 49%
- Other credentials: CFA 12% · CPA 4% · EA 1%
- How they charge (of 75 with fees on file): percentage of assets 92% · fixed fees 80% · hourly 45% · performance-based fees 25%
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 Edina by what you need
Find an advisor in Minnesota by fee, assets, or credential
Questions about fee-only advisors in Edina
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.
All 75 advisors in Edina
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Matt Laciskey | Hyland Lake Partners, LLC | Edina | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Mallory Kretman | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Laura Kuntz | Laurel Wealth Planning | Edina | PFS | Ongoing planning fee |
| Katherine Then | Laurel Wealth Planning | Edina | Not listed | Ongoing planning fee |
| Aimee Hatlestad | The Hatlestad Group | Edina | CFP | Percentage of assets, Hourly |
| David Kerwin | Kerwin Asset Management | Edina | CFA | Percentage of assets |
| Kathleen Nelson | Silveroak Wealth Management, LLC | Edina | CFP, CPA/PFS | Percentage of assets, Hourly |
| Khalil Harris | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Laura Seymour | TorchLight Financial | Edina | CFP | Percentage of assets, Hourly |
| Ryan Punch | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Anthony Perala | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| John Carraux | Punch & Associates | Edina | CFA, CIC | Percentage of assets, Fixed fees |
| Paul Dwyer | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Samuel Ludzack | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Andrea Barkley | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Andrew Matysik | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Corissa Moos | Sieben Wealth Planning | Edina | Not listed | Percentage of assets |
| Cory Kiner | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| David Sieben | Sieben Wealth Planning | Edina | Not listed | Percentage of assets |
| Heather Rezab | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Howard Punch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| James Hannack | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Jessica Johnson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Kevin Worms-Lynch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Linnea Akesson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Patrick Sheldon | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Ruth Langworthy | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Alexander Dunne | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Andrea Eaton | Cornerstone Wealth Advisors | Edina | CFP | Percentage of assets, Fixed fees |
| Andrew Tate | Cahill Financial Advisors | Edina | CFP, ChFC | Percentage of assets, Hourly |
| Anthony Poehling | Holleyjo Wealth Advisors | Edina | CFP | Percentage of assets, Hourly |
| Benjamin Setterlund | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
| Christopher Link | Silveroak Wealth Management | Edina | CFP, PFS | Percentage of assets, Hourly |
| Coresa Cass | Cornerstone Wealth Advisors | Edina | CFP | Percentage of assets, Fixed fees |
| Daniel Hedegard | Silveroak Wealth Management | Edina | CFP | Percentage of assets, Hourly |
| Diane Park | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
| Erik Carlson | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
| Gregory Blenkush | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
| James Bryan | Hyland Lake Partners | Edina | CFP, ChFC | Percentage of assets, Fixed fees |
| Jeffrey Ohe | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
| Jeremy Graff | Graff Financial | Edina | CFP | Percentage of assets, Hourly |
| Jonathan Guyton | Cornerstone Wealth Advisors | Edina | CFP | Percentage of assets, Fixed fees |
| Jonathan Scharlau | Silveroak Wealth Management | Edina | CFP, CFA | Percentage of assets, Hourly |
| Michelle Damon | Cahill Financial Advisors | Edina | CFP | Percentage of assets, Hourly |
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