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

Fee-only advisors in South Dakota

Fee-only advisors in Sioux Falls, Rapid City and Aberdeen, plus 6 other cities.

By the numbers

The Wellspent public graph lists 39 fee-only financial advisors serving South Dakota at 22 firms, most in Sioux Falls, Rapid City and Aberdeen. 36% hold the CFP certification. Of the 39 with fees on file, 90% charge percentage of assets.

Advisors listed
39
Firms
22
Cities
10
Hold the CFP
36%
  • Other credentials: CFA 10% · ChFC 8%
  • How they charge (of 39 with fees on file): percentage of assets 90% · fixed fees 36% · hourly 31% · ongoing planning fee 8%

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 South Dakota (39)

Fee-only advisors serving South Dakota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brian Bickett Iron Mountain Financial Planning, LLC Rapid City CFP Percentage of assets, Ongoing planning fee
Agatha Johnson WillKate Wealth Management, LLC Aberdeen CFP, CPWA Percentage of assets, Fixed fees
Cecilia Fleming Kahler Financial Group Rapid City CFP, ChFC, MSFP, Other Percentage of assets, One-time planning fee
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Brian Berkenhoff Birch Investment Management Brookings CFA Percentage of assets, One-time planning fee
Gabriel Nelson Gabe Nelson Financial Sioux Falls CFP Ongoing planning fee
Patrick Baird Elgethun Capital Management Sioux Falls CFP Percentage of assets
Trey Ortman Ortman Finances Canistota Not listed Ongoing planning fee, Percentage of assets
Conrad Adam Elgethun Capital Management Sioux Falls CFA Percentage of assets
John Barker Elgethun Capital Management Sioux Falls CFA Percentage of assets
Kyle Cipperley Prairie View Wealth Partners Sioux Falls CFA Percentage of assets
Paula Bindert Prairie View Wealth Partners Sioux Falls PFS Percentage of assets
Richelle Hofer Impact Wealth Management Sioux Falls Not listed Flat fee or retainer
Austin Wagner Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Chad Hatch Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Chase Harris Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Christian Schoppert Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Dustin Pratt Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Pierce McDowell Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Trevor Sinclair Elgethun Capital Management Sioux Falls Not listed Percentage of assets
Benjamin Paulding KFG Rapid City CFP Percentage of assets, Hourly
Jerrad Aman Willkate Wealth Management Aberdeen CFP Percentage of assets, Fixed fees
Karie Swanson KFG Rapid City CFP Percentage of assets, Hourly
Kelly Joneson Optimum Wealth Management Pierre CFP, ChFC Percentage of assets, Hourly
Myrna Mitchell Myrna Mitchell, MBA, CFP Rapid City CFP Hourly, Fixed fees
Nathaniel Gehring KFG Rapid City CFP Percentage of assets, Hourly
Richard Kahler KFG Rapid City CFP, ChFC Percentage of assets, Hourly
Tannen Mitchell-Briggs Myrna Mitchell, MBA, CFP Rapid City CFP Hourly, Fixed fees
Allen Woodard Northern Monarch Capital Spearfish Not listed Percentage of assets, Hourly
Christa Helma Priority Investment Services Freeman Not listed Percentage of assets, Hourly
Denis Paquette Soaring Investment Management Sioux Falls Not listed Percentage of assets, Hourly
Emily Koch KFG Rapid City Not listed Percentage of assets, Hourly
Jason Erickson Alternative Strategies Group Sioux Falls Not listed Percentage of assets, Fixed fees
Matthew Roby Hi-Line Capital Management Watertown Not listed Percentage of assets
Michael Anderson Hi-Line Capital Management Watertown Not listed Percentage of assets
Paul Freidel Astute Financial Rapid City Not listed Percentage of assets, Fixed fees
Raymond Thompson Thompson Private Wealth Sioux Falls Not listed Percentage of assets, Hourly
Todd Taylor TDT Financial Sioux Falls Not listed Percentage of assets, Fixed fees
William Marcham Astute Financial Rapid City Not listed Percentage of assets, Fixed fees

Firms headquartered in South Dakota (17)