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Financial advisors for estate planning in Minnesota

All 103 advisors

Fee-only advisors for estate planning in Minnesota: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Tristan Cox Wealth Span Capital Management Northfield CFP Flat fee or retainer
Bixby Gilbertson Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Breanna Jensen Petros Family Wealth Bloomington CFP Percentage of assets, Fixed fees
Eric Gardner All Star Financial Minneapolis CFA Percentage of assets, Hourly
Luke Eberly Drost Financial Golden Valley CFP Percentage of assets, Fixed fees
Margaret Swanson Modus Advisors Excelsior CFP Percentage of assets, Hourly
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Steven Drost Drost Financial Ham Lake CFP, CFA Percentage of assets, Fixed fees
Tad Weiss Modus Advisors Excelsior CFP Percentage of assets, Hourly
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
Derek Nutter Pine Grove Financial Group Woodbury Not listed Percentage of assets
Jacob Thibault BGM Bloomington CFP Percentage of assets, Hourly
Jon Meyer BGM Bloomington CFP Percentage of assets, Hourly
Katherine Frazier BGM Bloomington CFP Percentage of assets, Hourly
Katherine Then Laurel Wealth Planning Edina Not listed Ongoing planning fee
Marc Hadley Nicollet Investment Management Minneapolis CFP Percentage of assets
Matthew Gulbransen Pine Grove Financial Group Woodbury Not listed Percentage of assets
Naveen Sharma Nicollet Investment Management Minneapolis CFP Percentage of assets
Ross Gobel BGM Bloomington CFP Percentage of assets, Hourly
Ryan Key Pine Grove Financial Group Woodbury Not listed Percentage of assets
Spencer Davies BGM Bloomington CFP Percentage of assets, Hourly
William Friederichs BGM Bloomington CFP Percentage of assets, Hourly
Allen LeMay Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Braeden Mischke Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Brian Jones NextGen Financial Advice Elko New Market Not listed Percentage of assets, Hourly
Cade Johnson Petros Family Wealth Bloomington CFA Percentage of assets, Fixed fees
Connie Biselx All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Grant Germscheid All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Kari Haanstad Modus Advisors Excelsior CFA Percentage of assets, Hourly
Nicholas Michel Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
William Velgersdyk Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Derek Wulff Navista Wealth Management Minnetonka Not listed Percentage of assets, Hourly
Emmett Gustafson HighMark Wealth Management St. Paul Not listed Percentage of assets, Hourly
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Susan Becker Nicollet Investment Management Minneapolis CFA Percentage of assets
Bridget Wiltse Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Camie Quigley Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Carl Lymangood Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Deanna Rens Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Jeremy Bryan IndiWealth Maple Grove CFA Percentage of assets, Fixed fees
John Tenley Summit Advisor Group Bloomington Not listed Percentage of assets
Peter Weiss Modus Advisors Excelsior Not listed Percentage of assets, Hourly
Thomas Jenkins Petros Family Wealth Bloomington Not listed Percentage of assets, Fixed fees
Bradley Horn Saffron Capital Minneapolis Not listed Percentage of assets, Hourly
Daniel Boeckermann BGM Bloomington Not listed Percentage of assets, Hourly
James Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
Michael Heflin Yes Wealth Management Mahtomedi Not listed Percentage of assets
Nathan Travis Nicollet Investment Management Minneapolis Not listed Percentage of assets