Financial advisors for estate planning in Minnesota
Which financial advisor should I talk to about estate planning in Minnesota?
For estate planning in Minnesota, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sharon Bloodworth of White Oaks Wealth Advisors, Inc., Rebecca Krieger of Accredited Investors Wealth Management® and Bill Mulvahill of Trailhead Planners.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Sharon Bloodworth White Oaks Wealth Advisors, Inc., Minneapolis Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Rebecca Krieger Accredited Investors Wealth Management®, Edina Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Bill Mulvahill Trailhead Planners, Edina Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Trevor Ausen Authentic Life Financial Planning, Minneapolis Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Joshua Anderson Pine Grove Financial Group, Woodbury Holds the CFP. Fees on file: percentage of assets.
- Mallory Kretman Laurel Wealth Planning, Edina Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Minnesota work on estate planning?
The Wellspent public graph lists 103 fee-only advisors for estate planning in Minnesota, at 46 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Minnesota located?
Of the 103 fee-only advisors for estate planning in Minnesota, 22 are in Minneapolis, followed by 17 in Bloomington and 11 in Woodbury.
Plus 36 in other cities.
How do fee-only advisors for estate planning in Minnesota charge?
The most common fee among fee-only advisors for estate planning in Minnesota is a percentage of assets, used by 86% of the 103 with fees on file. Many use more than one: 51% charge fixed fees and 32% charge by the hour.
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 much does a one-time financial plan cost in Minnesota?
A one-time financial plan from a fee-only firm in Minnesota has a median price of $1,200. We found this across the published prices of 13 Minnesota firms.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and CPA. In Minnesota, 62% of the 103 advisors listed hold the CFP.
- CFP62% in Minnesota
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA3% in Minnesota
- CPAs help with estate and gift tax filings.
How do Minnesota advisors for estate planning compare with the rest of the US?
62% of fee-only advisors for estate planning in Minnesota hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Minnesota. Light bars are all US advisors for estate planning.
Does Minnesota have an estate tax?
Yes. Minnesota has its own estate tax, separate from the federal one, and its threshold can be lower.
What should I ask a financial advisor about estate planning in Minnesota?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- How would you plan for Minnesota's estate tax as well as the federal one?
How current is this list of fee-only advisors for estate planning in Minnesota?
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 103 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Jordan DeBoer | Calibration Financial | Milaca | AWMA, CFP | Flat fee or retainer, Ongoing planning fee |
| Mai Yang | Heartworth Financial | Saint Louis Park | CFP | One-time planning fee, Ongoing planning fee |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Elise Huston | JNBA Financial Advisors | Minneapolis | CFP | Percentage of assets |
| Ben Wacek | Guide Financial Planning, LLC | Shoreview | CFP, CKA | One-time planning fee, Ongoing planning fee |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| Kathy Longo | Flourish Wealth Management Inc. | Edina | CAP, CDFA, CFP | Percentage of assets, Hourly |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Matt Laciskey | Hyland Lake Partners, LLC | Edina | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Janet Stanzak | Financial Empowerment, LLC | Burnsville | CFP, MS | Ongoing planning fee, One-time planning fee |
| Lauri Salverda | Castle Rock Financial Planning, Inc. | Mendota Heights | AIF, CFA, CFP | Percentage of assets, Hourly |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Rebecca Krieger | Accredited Investors Wealth Management® | Edina | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Ryan Shannon | R.M. Shannon Wealth Management, LLC | Saint Paul | CFP | Percentage of assets, Hourly |
| Sharon Bloodworth | White Oaks Wealth Advisors, Inc. | Minneapolis | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Joseph Limond | Clerestory Advisors, Inc. | Bloomington | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Olivia Knapp | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Carter Michaelson | illumiFI Wealth | Blaine | CFP | Percentage of assets, Ongoing planning fee |
| Dean Allen | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Felix Kopycinski | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Jared Holt | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jason Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jeffrey Clark | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Jesse Kuusisto | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Joel Baumgarten | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Joshua Anderson | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Kathleen Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Lauren Naze | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Mallory Kretman | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Maxwell Carlos | Laurel Wealth Planning | Edina | CFP | Ongoing planning fee |
| Michael Babicz | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Michelle Campbell | Pine Grove Financial Group | Woodbury | CFP | Percentage of assets |
| Nicholas Fahrendorff | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Stefan Liiste | Lions Gate Sovereign Capital | White Bear Lake | CFP | Percentage of assets, Fixed fees |
| Taylor Harwood | Crane Capital Management | Spring Park | CFP | Percentage of assets |
| Terra Johnson | Pine Grove Financial Group | Minnetonka | CFP | Percentage of assets |
| Jameson Holehouse | Destiny Capital | Detroit Lakes | CFP | 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 |
| Daniel Sullivan | HighMark Wealth Management | St. Paul | CFP | Percentage of assets, Hourly |
| Julie Hetland | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Laura Kuntz | Laurel Wealth Planning | Edina | PFS | Ongoing planning fee |
| Meghan Bohlke | Financial Planning Navigators | Maple Grove | CFP | Percentage of assets, Fixed fees |
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