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Wellspent public graph/Locations/United States/North Dakota
United States

Fee-only advisors in North Dakota

Fee-only advisors in Fargo, Grand Forks and Mandan, plus 5 other cities.

By the numbers

The Wellspent public graph lists 29 fee-only financial advisors serving North Dakota at 15 firms, most in Fargo, Grand Forks and Mandan. 38% hold the CFP certification. Of the 29 with fees on file, 100% charge percentage of assets.

Advisors listed
29
Firms
15
Cities
8
Hold the CFP
38%
  • Other credentials: CFA 10% · CPA 3% · EA 3%
  • How they charge (of 29 with fees on file): percentage of assets 100% · hourly 79% · fixed fees 76%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving North Dakota (29)

Fee-only advisors serving North Dakota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Mark Schiller WS Wealth Management Fargo CFP Percentage of assets, Hourly
Luke Kroeplin Fortress Financial Group Horace Not listed Percentage of assets
Craig Rottman Financial Strategies Group Fargo Not listed Percentage of assets, Hourly
Douglas Schmitz Financial Strategies Group Fargo Not listed Percentage of assets, Hourly
Ben Martinek Bona Fide Finance, LLC Mandan CFP, EA, RICP, CSLP Percentage of assets, Hourly
Michelle Holmes Briaud Mandan CFP, CFA Percentage of assets, Fixed fees
Nathan Anderson Prairiewood Wealth Management Fargo CFP, CPA Percentage of assets, Hourly
James Schmidt Schmidt Wealth Management Fargo Not listed Percentage of assets, Hourly
Charlie Andrys Chicory Wealth Larimore Not listed Percentage of assets, Fixed fees
Benjamin Brandt Capital City Wealth Management Bismarck CFP Percentage of assets
Daniel Schuster Fjell Capital Fargo CFP Percentage of assets, Hourly
Derrick Johnson Johnson Wealth Management Grand Forks CFP Percentage of assets, Hourly
Dustin Richter Prairiewood Wealth Management Fargo CFP Percentage of assets, Hourly
James Mortenson Johnson Wealth Management Grand Forks CFP, ChFC Percentage of assets, Hourly
Parker Jacobs Prairiewood Wealth Management Fargo CFP Percentage of assets, Hourly
Paul Light Light Financial Services Fargo CFP Percentage of assets, Fixed fees
Richard Thoreson Thoreson Steffes Fargo CFA Percentage of assets, Hourly
Steven Nelson Prairiewood Wealth Management Fargo CFA Percentage of assets, Hourly
Adnan Aldayel Sovereign Wealth Partners New Rockford Not listed Percentage of assets, Hourly
Cole Wigestrand Johnson Wealth Management Grand Forks Not listed Percentage of assets, Hourly
Dylan Henry Prairiewood Wealth Management Fargo Not listed Percentage of assets, Hourly
Jacob Radke Fjell Capital Fargo Not listed Percentage of assets, Hourly
Kelly Steffes Thoreson Steffes Fargo Not listed Percentage of assets, Hourly
Matthew McIntyre Prairiewood Wealth Management Fargo Not listed Percentage of assets, Hourly
Maxwell McQuillan Prairiewood Wealth Management Fargo Not listed Percentage of assets, Hourly
Nadia Al-dayel Sovereign Wealth Partners New Rockford Not listed Percentage of assets, Hourly
Paul Dickey INS Capital Management Dickinson Not listed Percentage of assets, Hourly
Samantha Blanchette Light Financial Services Fargo Not listed Percentage of assets, Fixed fees
Thomas Stadum Fjell Capital Fargo Not listed Percentage of assets, Hourly

Firms headquartered in North Dakota (12)