# Fee-only financial advisors in Minneapolis, Minnesota > Start with a fee-only advisor in Minneapolis whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Sharon Bloodworth of White Oaks Wealth Advisors, Inc. and Amber FitzRysler of Rising Financial, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/minnesota/minneapolis/ 105 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 Minneapolis? Start with a fee-only advisor in Minneapolis whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Derek Van Calligan of Allodium Investment Consultants, Sharon Bloodworth of White Oaks Wealth Advisors, Inc. and Amber FitzRysler of Rising Financial, chosen for their credentials and fees on file. ## How many fee-only advisors in Minneapolis are there? The Wellspent public graph lists 105 fee-only advisors in Minneapolis, at 40 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Minneapolis focus on? The most common focus among fee-only advisors in Minneapolis is retirement planning (29), followed by executives (23) and founders (23). Advisors can list more than one. ## How do fee-only advisors in Minneapolis charge? The most common fee among fee-only advisors in Minneapolis is a percentage of assets, used by 90% of the 105 with fees on file. Many use more than one: 60% charge fixed fees and 36% charge by the hour. ## How much do fee-only financial advisors charge in Minneapolis? Fee-only financial advisors in Minneapolis charge a median of $3,486 a year for ongoing planning. We found this across the published prices of 6 Minneapolis firms. ## How much does a one-time financial plan cost in Minneapolis? A one-time financial plan from a fee-only firm in Minneapolis has a median price of $1,200. We found this across the published prices of 5 Minneapolis firms. ## How many fee-only advisors in Minneapolis hold the CFP? 43% of the 105 fee-only advisors in Minneapolis 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 Minneapolis? 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 | |---|---|---|---|---| | [Amber FitzRysler](https://find.wellspent.co/advisors/amber-fitzrysler.md) | Rising Financial | Minneapolis, Minnesota | BA, CFP, EA | Ongoing planning fee, One-time planning fee | | [Elise Huston](https://find.wellspent.co/advisors/elise-huston.md) | JNBA Financial Advisors | Minneapolis, Minnesota | CFP | Percentage of assets | | [Andrew Dressel](https://find.wellspent.co/advisors/andrew-dressel.md) | Abundo Wealth | Minneapolis, Minnesota | CFP, CRPC | Subscription | | [Kelly Pedersen](https://find.wellspent.co/advisors/kelly-pedersen.md) | Caissa Wealth Strategies | Minneapolis, Minnesota | CDFA, CFP | Percentage of assets, Fixed fees | | [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Timothy LaPean](https://find.wellspent.co/advisors/timothy-lapean.md) | Thoughtful Financial Planning | Minneapolis, Minnesota | CFP | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer, One-time planning fee | | [Matt Pruitt](https://find.wellspent.co/advisors/matt-pruitt.md) | Exhale Wealth Management, LLC | Minneapolis, Minnesota | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Sharon Bloodworth](https://find.wellspent.co/advisors/sharon-bloodworth.md) | White Oaks Wealth Advisors, Inc. | Minneapolis, Minnesota | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Aashwin Sachdev](https://find.wellspent.co/advisors/aashwin-sachdev.md) | Luminous Money | Minneapolis, Minnesota | CFP | One-time planning fee, Hourly, Ongoing planning fee | | [Derek Van Calligan](https://find.wellspent.co/advisors/derek-van-calligan.md) | Allodium Investment Consultants | Minneapolis, Minnesota | AIF, CFP, CIMA, CFA, MBA | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee | | [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Parr](https://find.wellspent.co/advisors/anthony-parr.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Brandon Small](https://find.wellspent.co/advisors/brandon-small.md) | Invested Interests | Minneapolis, Minnesota | CFP, CFA | Percentage of assets | | [Brian McKnight](https://find.wellspent.co/advisors/brian-mcknight.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Cole Hystead](https://find.wellspent.co/advisors/cole-hystead.md) | Logan Park Wealth Management | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Emily Noyes](https://find.wellspent.co/advisors/emily-noyes.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Eric Gardner](https://find.wellspent.co/advisors/eric-gardner.md) | All Star Financial | Minneapolis, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffery Sutton](https://find.wellspent.co/advisors/jeffery-sutton.md) | Logan Park Wealth Management | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Joe Enzler](https://find.wellspent.co/advisors/joe-enzler.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [John Rudi](https://find.wellspent.co/advisors/john-rudi.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Daniel Slagle](https://find.wellspent.co/advisors/daniel-slagle.md) | Equal Voices Wealth | Minneapolis, Minnesota | CFP | Ongoing planning fee | | [Marc Hadley](https://find.wellspent.co/advisors/marc-hadley.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Natalie Slagle](https://find.wellspent.co/advisors/natalie-slagle-6171719.md) | Equal Voices Wealth | Minneapolis, Minnesota | CFP | Ongoing planning fee | | [Naveen Sharma](https://find.wellspent.co/advisors/naveen-sharma.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Allen LeMay](https://find.wellspent.co/advisors/allen-lemay.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Braeden Mischke](https://find.wellspent.co/advisors/braeden-mischke.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Connie Biselx](https://find.wellspent.co/advisors/connie-biselx.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Grant Germscheid](https://find.wellspent.co/advisors/grant-germscheid.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Michel](https://find.wellspent.co/advisors/nicholas-michel.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [William Velgersdyk](https://find.wellspent.co/advisors/william-velgersdyk.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Ashley Murphy](https://find.wellspent.co/advisors/ashley-murphy.md) | Arete Wealth Strategists | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Jared Plotz](https://find.wellspent.co/advisors/jared-plotz.md) | Ulland Investment Advisors | Minneapolis, Minnesota | CFA | Percentage of assets | | [Johannes Fure](https://find.wellspent.co/advisors/johannes-fure.md) | Windjammer Wealth Advisory | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Moore](https://find.wellspent.co/advisors/kyle-moore-10118.md) | Quarry Hill Advisors | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathaniel Beebe](https://find.wellspent.co/advisors/nathaniel-beebe.md) | Ulland Investment Advisors | Minneapolis, Minnesota | CFA | Percentage of assets | | [Noah Haverdink](https://find.wellspent.co/advisors/noah-haverdink.md) | EPIQ Partners | Minneapolis, Minnesota | CFP | Flat fee or retainer, Ongoing planning fee | | [Sarah Lauber](https://find.wellspent.co/advisors/sarah-lauber.md) | Lottsa | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly | | [Scott Beers](https://find.wellspent.co/advisors/scott-beers.md) | Lottsa | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly | | [Stephen Dygos](https://find.wellspent.co/advisors/stephen-dygos.md) | Schwarz Dygos Wheeler IA | Minneapolis, Minnesota | CFP, CPWA | Percentage of assets, Hourly, Fixed fees | | [Susan Becker](https://find.wellspent.co/advisors/susan-becker.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFA | Percentage of assets | | [Aaron Soderberg](https://find.wellspent.co/advisors/aaron-soderberg.md) | BirdRock Wealth Management | Minneapolis, Minnesota | | Percentage of assets | | [David Benning](https://find.wellspent.co/advisors/david-benning.md) | Logan Park Wealth Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Emily Dolan](https://find.wellspent.co/advisors/emily-dolan.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [John Obrien](https://find.wellspent.co/advisors/john-obrien.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Matthew Mohning](https://find.wellspent.co/advisors/matthew-mohning.md) | MSM Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Mindy Prow](https://find.wellspent.co/advisors/mindy-prow.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Nelson Moen](https://find.wellspent.co/advisors/nelson-moen.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Patricia Kavanagh](https://find.wellspent.co/advisors/patricia-kavanagh.md) | Parr McKnight Wealth Management Group | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Benjamin Lazarus](https://find.wellspent.co/advisors/benjamin-lazarus.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [Bradley Horn](https://find.wellspent.co/advisors/bradley-horn.md) | Saffron Capital | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Bruce Langer](https://find.wellspent.co/advisors/bruce-langer.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [Daniel Aronson](https://find.wellspent.co/advisors/daniel-aronson.md) | EPIQ Partners | Minneapolis, Minnesota | CFA | Flat fee or retainer, Ongoing planning fee | | [James Skjong](https://find.wellspent.co/advisors/james-skjong.md) | Ulland Investment Advisors | Minneapolis, Minnesota | | Percentage of assets | | [Nathan Travis](https://find.wellspent.co/advisors/nathan-travis.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Nicholas Heyer](https://find.wellspent.co/advisors/nicholas-heyer.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Timothy Fahey](https://find.wellspent.co/advisors/timothy-fahey.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [John Bernstein](https://find.wellspent.co/advisors/john-bernstein.md) | Bernstein Financial Advisory | Minneapolis, Minnesota | | Percentage of assets, Hourly | | [Andrew Gray](https://find.wellspent.co/advisors/andrew-gray-7566804.md) | Lottsa | Minneapolis, Minnesota | | Percentage of assets, Hourly | | [Benjamin Frey](https://find.wellspent.co/advisors/benjamin-frey.md) | EPIQ Partners | Minneapolis, Minnesota | | Flat fee or retainer, Ongoing planning fee | | [Mark Sherman](https://find.wellspent.co/advisors/mark-sherman.md) | S3 | Minneapolis, Minnesota | | Percentage of assets | | [Thomas Sherman](https://find.wellspent.co/advisors/thomas-sherman.md) | S3 | Minneapolis, Minnesota | | Percentage of assets | | [Benjamin Wheeler](https://find.wellspent.co/advisors/benjamin-wheeler.md) | Schwarz Dygos Wheeler Investment Advisors | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Kaufman](https://find.wellspent.co/advisors/christopher-kaufman.md) | Everest Financial Group | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [David Stefl](https://find.wellspent.co/advisors/david-stefl.md) | Schwarz Dygos Wheeler Investment Advisors | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Hutchens](https://find.wellspent.co/advisors/eric-hutchens.md) | Allodium Investment Consultants | Minneapolis, Minnesota | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Ingrid Strauss](https://find.wellspent.co/advisors/ingrid-strauss.md) | Cordis Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jeanna Fifer](https://find.wellspent.co/advisors/jeanna-fifer.md) | Cordis Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Jessica Dolmage](https://find.wellspent.co/advisors/jessica-dolmage.md) | Allodium Investment Consultants | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Jon Hogan](https://find.wellspent.co/advisors/jon-hogan.md) | Schwarz Dygos Wheeler Investment Advisors | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kari Polasek](https://find.wellspent.co/advisors/kari-polasek.md) | Adaptive Financial Design | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kelly Sullivan Noah](https://find.wellspent.co/advisors/kelly-sullivan-noah.md) | Cordis Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Kimberly Hamlin](https://find.wellspent.co/advisors/kimberly-hamlin.md) | Allodium Investment Consultants | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristin Baker](https://find.wellspent.co/advisors/kristin-baker.md) | Cordis Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Fixed fees | | [Laura Bereiter](https://find.wellspent.co/advisors/laura-bereiter.md) | White Oaks Wealth Advisors | Minneapolis, Minnesota | CFP, PFS | Percentage of assets, Hourly, Fixed fees | | [Saul Baumann](https://find.wellspent.co/advisors/saul-baumann.md) | Allodium Investment Consultants | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Chad Rusten](https://find.wellspent.co/advisors/chad-rusten.md) | Element Squared Private Wealth | Minneapolis, Minnesota | ChFC | Percentage of assets | | [Christopher Dougall](https://find.wellspent.co/advisors/christopher-dougall.md) | Dunnavan & | Minneapolis, Minnesota | CFA | Percentage of assets | | [Joseph Schwarz](https://find.wellspent.co/advisors/joseph-schwarz.md) | Schwarz Dygos Wheeler Investment Advisors | Minneapolis, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Mark Vitelli](https://find.wellspent.co/advisors/mark-vitelli.md) | Compass Capital Management | Minneapolis, Minnesota | CFA | Percentage of assets, Fixed fees | | [Alyssa Craggs](https://find.wellspent.co/advisors/alyssa-craggs.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Bradley Dirksen](https://find.wellspent.co/advisors/bradley-dirksen.md) | 1834 Investment Advisors | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Cammack Byers](https://find.wellspent.co/advisors/cammack-byers.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Charles Kelley](https://find.wellspent.co/advisors/charles-kelley.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Christopher Kelley](https://find.wellspent.co/advisors/christopher-kelley.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Christopher Nuth](https://find.wellspent.co/advisors/christopher-nuth.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Curtis Myran](https://find.wellspent.co/advisors/curtis-myran.md) | Element Squared Private Wealth | Minneapolis, Minnesota | | Percentage of assets | | [Dominick Calvin](https://find.wellspent.co/advisors/dominick-calvin.md) | Element Squared Private Wealth | Minneapolis, Minnesota | | Percentage of assets | | [Donald Johnson](https://find.wellspent.co/advisors/donald-johnson.md) | Dunnavan & | Minneapolis, Minnesota | | Percentage of assets | | [Drew Sweetman](https://find.wellspent.co/advisors/drew-sweetman.md) | Element Squared Private Wealth | Minneapolis, Minnesota | | Percentage of assets | | [Elizabeth Alward](https://find.wellspent.co/advisors/elizabeth-alward.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Helena Dougall](https://find.wellspent.co/advisors/helena-dougall.md) | Dunnavan & | Minneapolis, Minnesota | | Percentage of assets | | [Jacob Abbott](https://find.wellspent.co/advisors/jacob-abbott.md) | Element Squared Private Wealth | Minneapolis, Minnesota | | Percentage of assets | | [Jesse Karich](https://find.wellspent.co/advisors/jesse-karich.md) | Salus Financial Advisors | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Jordan Thorpe](https://find.wellspent.co/advisors/jordan-thorpe.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Leigh Niebuhr](https://find.wellspent.co/advisors/leigh-niebuhr.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Mark Alevizos](https://find.wellspent.co/advisors/mark-alevizos.md) | Wealthspring Advisors | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Mark Culhane](https://find.wellspent.co/advisors/mark-culhane.md) | Wealthspring Advisors | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Mark Halverson](https://find.wellspent.co/advisors/mark-halverson.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Paul Wilson](https://find.wellspent.co/advisors/paul-wilson.md) | Schwarz Dygos Wheeler Investment Advisors | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Rachel Krube](https://find.wellspent.co/advisors/rachel-krube.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Rishi Biswas](https://find.wellspent.co/advisors/rishi-biswas.md) | Compass Capital Management | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Thomas Larson](https://find.wellspent.co/advisors/thomas-larson.md) | Dunnavan & | Minneapolis, Minnesota | | Percentage of assets | | [Thomas Sullivan](https://find.wellspent.co/advisors/thomas-sullivan.md) | Cordis Financial | Minneapolis, Minnesota | | Percentage of assets, Fixed fees | | [Wyatt Schuster](https://find.wellspent.co/advisors/wyatt-schuster.md) | Element Squared Private Wealth | Minneapolis, Minnesota | | Percentage of assets | ## 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).