Fee-only financial advisors in St. Paul, Minnesota
Which fee-only financial advisor should I talk to in St. Paul?
Start with a fee-only advisor in St. Paul whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Todd Moritz of White Turf Financial, Heidi Hukriede of Stonebridge Capital Advisors and Edward Anderson of Twin Arbor Wealth Management, 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.
- Todd Moritz White Turf Financial Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Heidi Hukriede Stonebridge Capital Advisors Holds the CFA. Fees on file: percentage of assets.
- Edward Anderson Twin Arbor Wealth Management Holds the CFP. Fees on file: ongoing planning fee.
- Bjorn Amundson Quarry Hill Advisors Holds the CFP. Fees on file: percentage of assets.
- Kevin Earley Mairs & Power Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Christian Nielsen Fiduciary Counselling Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 57
- Firms
- 14
- Cities
- 3
- Hold the CFP
- 44%
- Other credentials: CFA 28% · CPA 2%
- How they charge (of 57 with fees on file): percentage of assets 98% · fixed fees 86% · performance-based fees 26% · hourly 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 St. Paul by what you need
Find an advisor in Minnesota by fee, assets, or credential
Questions about fee-only advisors in St. Paul
How many fee-only advisors in St. Paul are there?
The Wellspent public graph lists 57 fee-only advisors in St. Paul, at 14 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in St. Paul focus on?
The most common focus among fee-only advisors in St. Paul is small business owners (13), followed by retirees (11) and people close to retirement (11). Advisors can list more than one.
How do fee-only advisors in St. Paul charge?
The most common fee among fee-only advisors in St. Paul is a percentage of assets, used by 98% of the 57 with fees on file. Many use more than one: 86% charge fixed fees and 26% charge performance-based fees.
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 St. Paul hold the CFP?
44% of the 57 fee-only advisors in St. Paul 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 St. Paul?
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 57 advisors in St. Paul
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brian Peterson | Endurance Financial Group | St. Paul | CFP, MBA | Percentage of assets, Fixed fees |
| Daniel Sullivan | HighMark Wealth Management | St. Paul | CFP | Percentage of assets, Hourly |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
| Hilary Sweeney | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Paul Pearce | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| James Ronn | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Robert Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Andrew Adams | Mairs & Power | St. Paul | CFA, CIC | Percentage of assets, Fixed fees |
| Brent Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Chad Kilmer | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Christopher Strom | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Emmett Gustafson | HighMark Wealth Management | St. Paul | Not listed | Percentage of assets, Hourly |
| Justin Miller | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Kevin Earley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Michelle Warren | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Patrick Farley | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Peter Johnson | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Ryan Trebil | Mairs & Power | St. Paul | CFA | Percentage of assets, Fixed fees |
| Heidi Hukriede | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| John Schonberg | Stonebridge Capital Advisors | St. Paul | CFA | Percentage of assets |
| Kimberley Becker | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Lisa Kelly | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Michael Marzolf | Mairs & Power | St. Paul | Not listed | Percentage of assets, Fixed fees |
| Donald Schroeder | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Dylan Ronn | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Barry Randall | Northstar Financial Companies | Saint Paul | Not listed | Percentage of assets, Hourly |
| Rachel Nault | Stonebridge Capital Advisors | St. Paul | Not listed | Percentage of assets |
| Robert Kincade | Stonebridge Capital Advisors | St. Paul | Not listed | Percentage of assets |
| Elizabeth Van Hoever | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Ellen Osthus | Truman Wealth Advisors | St. Paul | CFP | Percentage of assets, Fixed fees |
| Eric McCarver | Normandy Investment Advisors | St. Paul | CFP | Percentage of assets, Fixed fees |
| Jaclyn Roof | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Jeffrey Tolzin | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| John Oberg | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Keaton Shinn | Aluman | Saint Paul | CFP | Percentage of assets, Hourly |
| Marin McCann | Quarry Hill Advisors | Saint Paul | CFP | Percentage of assets, Hourly |
| Patrick Carotenuto | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Roxana Rodriguez | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Sean Deichert | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Thomas Limborg | Quarry Hill Advisors | Saint Paul | CFP | Percentage of assets, Hourly |
| Thomas Walsh | Fiduciary Counselling | St Paul | CFP | Percentage of assets, Fixed fees |
| Andrew Lang | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
| Christian Nielsen | Fiduciary Counselling | St Paul | CFA | Percentage of assets, Fixed fees |
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