Fee-only financial advisors in Minnetonka, Minnesota
Which fee-only financial advisor should I talk to in Minnetonka?
Start with a fee-only advisor in Minnetonka whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brendan Roath of Money Matters, Inc., Aaron Lindberg of Kingdom Legacy Advisors and Terra Johnson of Pine Grove Financial Group, 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.
- Brendan Roath Money Matters, Inc. Holds the CFP, CPA and EA. Fees on file: percentage of assets.
- Aaron Lindberg Kingdom Legacy Advisors Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Terra Johnson Pine Grove Financial Group Holds the CFP. Fees on file: percentage of assets.
- Justin Henne Twele Capital Management Holds the CFA. Fees on file: percentage of assets.
- Sarah Kang UAK Diversified Wealth Advisors Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Patrick Deeg Marks Group Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 26
- Firms
- 11
- Hold the CFP
- 58%
- Other credentials: CFA 19% · CPA 4% · EA 4%
- How they charge (of 26 with fees on file): percentage of assets 100% · fixed fees 50% · flat fee or retainer 4% · one-time planning fee 4%
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 Minnetonka by what you need
Find an advisor in Minnesota by fee, assets, or credential
Questions about fee-only advisors in Minnetonka
How many fee-only advisors in Minnetonka are there?
The Wellspent public graph lists 26 fee-only advisors in Minnetonka, at 11 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Minnetonka focus on?
The most common focus among fee-only advisors in Minnetonka is retirement planning (6), followed by tax planning (6) and estate planning (5). Advisors can list more than one.
How do fee-only advisors in Minnetonka charge?
All 26 fee-only advisors in Minnetonka with fees on file charge a percentage of assets. Many use more than one: 50% charge fixed fees and 4% charge a flat fee or retainer.
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 Minnetonka hold the CFP?
58% of the 26 fee-only advisors in Minnetonka 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 Minnetonka?
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 26 advisors in Minnetonka
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Aaron Lindberg | Kingdom Legacy Advisors | Minnetonka | CFP, CFA | Percentage of assets, Fixed fees |
| Austin Lindberg | Kingdom Legacy Advisors | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Barbara Mahr | Kingdom Legacy Advisors | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Derek Wulff | Navista Wealth Management | Minnetonka | Not listed | Percentage of assets, Hourly |
| Gregory Baranivsky | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| John Twele | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| Justin Henne | Twele Capital Management | Minnetonka | CFA | Percentage of assets |
| John Hanten | Marks Group Wealth Management | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Jordan Elling | Marquette Wealth Management | Minnetonka | CFP | Percentage of assets |
| Matthew Arnold | Marks Group Wealth Management | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Michelle Leisen | Wealth Planning Group | Minnetonka | CFP | Percentage of assets |
| Patrick Deeg | Marks Group Wealth Management | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Rodney Roath | Money Matters | Minnetonka | CFP | Percentage of assets |
| Samantha Thorn | Marks Group Wealth Management | Minnetonka | CFP | Percentage of assets, Fixed fees |
| Turner Storm | Marks Group Wealth Management | Minnetonka | CFA | Percentage of assets, Fixed fees |
| Bennett Marks | Marks Group Wealth Management | Minnetonka | Not listed | Percentage of assets, Fixed fees |
| Brett Angel | Marks Group Wealth Management | Minnetonka | Not listed | Percentage of assets, Fixed fees |
| Harry Campbell | Layline Asset Management | Minnetonka | Not listed | Percentage of assets |
| Jeremy Netka | Marks Group Wealth Management | Minnetonka | Not listed | Percentage of assets, Fixed fees |
| John Feste | Marks Group Wealth Management | Minnetonka | Not listed | Percentage of assets, Fixed fees |
| Valerie Thomas Ruth | Marquette Wealth Management | Minnetonka | Not listed | Percentage of assets |
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