Fee-only financial advisors in Minneapolis, Minnesota
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Derek Van Calligan Allodium Investment Consultants Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc. Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Amber FitzRysler Rising Financial Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
- Matt Pruitt Exhale Wealth Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brandon Small Invested Interests Holds the CFP and CFA. Fees on file: percentage of assets.
- Trevor Ausen Authentic Life Financial Planning Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
By the numbers
- Advisors listed
- 105
- Firms
- 40
- Hold the CFP
- 43%
- Other credentials: CFA 13% · CPA 1% · EA 1%
- How they charge (of 105 with fees on file): percentage of assets 90% · fixed fees 60% · hourly 36% · ongoing planning fee 12%
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 Minneapolis by what you need
Find an advisor in Minnesota by fee, assets, or credential
Questions about fee-only advisors in Minneapolis
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.
All 105 advisors in Minneapolis
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. | Abundo Wealth | Minneapolis | CFP, CRPC | Subscription |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Timothy LaPean | Thoughtful Financial Planning | Minneapolis | CFP | Percentage of assets, Ongoing planning fee |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Sharon Bloodworth | White Oaks Wealth Advisors, Inc. | Minneapolis | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| Aashwin Sachdev | Luminous Money | Minneapolis | CFP | One-time planning fee, Hourly |
| Derek Van Calligan | Allodium Investment Consultants | Minneapolis | AIF, CFP, CIMA, CFA | Percentage of assets, Flat fee or retainer |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brandon Small | Invested Interests | Minneapolis | CFP, CFA | Percentage of assets |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Cole Hystead | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Jeffery Sutton | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Daniel Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Marc Hadley | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Natalie Slagle | Equal Voices Wealth | Minneapolis | CFP | Ongoing planning fee |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Ashley Murphy | Arete Wealth Strategists | Minneapolis | CFP | Percentage of assets, Hourly |
| Jared Plotz | Ulland Investment Advisors | Minneapolis | CFA | Percentage of assets |
| Johannes Fure | Windjammer Wealth Advisory | Minneapolis | CFP | Percentage of assets, Hourly |
| Kyle Moore | Quarry Hill Advisors | Minneapolis | CFP | Percentage of assets, Hourly |
| Nathaniel Beebe | Ulland Investment Advisors | Minneapolis | CFA | Percentage of assets |
| Noah Haverdink | EPIQ Partners | Minneapolis | CFP | Flat fee or retainer, Ongoing planning fee |
| Sarah Lauber | Lottsa | Minneapolis | CFP | Percentage of assets, Hourly |
| Scott Beers | Lottsa | Minneapolis | CFP | Percentage of assets, Hourly |
| Stephen Dygos | Schwarz Dygos Wheeler IA | Minneapolis | CFP, CPWA | Percentage of assets, Hourly |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Aaron Soderberg | BirdRock Wealth Management | Minneapolis | Not listed | Percentage of assets |
| David Benning | Logan Park Wealth Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Emily Dolan | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Matthew Mohning | MSM Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Benjamin Lazarus | EPIQ Partners | Minneapolis | CFA | Flat fee or retainer, Ongoing planning fee |
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