# Financial advisors for family wealth transfer in Minnesota > For family wealth transfer in Minnesota, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Bill Mulvahill of Trailhead Planners, Rebecca Krieger of Accredited Investors Wealth Management® and Naveen Sharma of Nicollet Investment Management. Page: https://find.wellspent.co/specialties/family-wealth-transfer/minnesota/ 43 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Minnesota? For family wealth transfer in Minnesota, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Bill Mulvahill of Trailhead Planners, Rebecca Krieger of Accredited Investors Wealth Management® and Naveen Sharma of Nicollet Investment Management. - [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill/), Trailhead Planners, Edina. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Rebecca Krieger](https://find.wellspent.co/advisors/rebecca-krieger/), Accredited Investors Wealth Management®, Edina. Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees. - [Naveen Sharma](https://find.wellspent.co/advisors/naveen-sharma/), Nicollet Investment Management, Minneapolis. Holds the CFP. Fees on file: percentage of assets. - [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang/), UAK Diversified Wealth Advisors, Minnetonka. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Cody Schaefer](https://find.wellspent.co/advisors/cody-schaefer/), Fortress Financial Group, Rochester. Holds the CFP. Fees on file: percentage of assets. - [Mitchell Thompson](https://find.wellspent.co/advisors/mitchell-thompson/), MJT & Associates Financial Advisory Group, Montevideo. Holds the CFP. Fees on file: one-time planning fee. ## How many fee-only financial advisors in Minnesota work on family wealth transfer? The Wellspent public graph lists 43 fee-only advisors for family wealth transfer in Minnesota, at 15 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Minnesota located? Of the 43 fee-only advisors for family wealth transfer in Minnesota, 15 are in Minneapolis, followed by 8 in Bloomington and 5 in Rochester. ## How do fee-only advisors for family wealth transfer in Minnesota charge? The most common fee among fee-only advisors for family wealth transfer in Minnesota is a percentage of assets, used by 95% of the 43 with fees on file. Many use more than one: 58% charge fixed fees and 28% 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 family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Minnesota, 49% of the 43 advisors listed hold the CFP. - CFP (49% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (5% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Minnesota advisors for family wealth transfer compare with the rest of the US? 28% of fee-only advisors for family wealth transfer in Minnesota charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Minnesota? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - 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 family wealth transfer 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang.md) | UAK Diversified Wealth Advisors | Minnetonka, Minnesota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Rebecca Krieger](https://find.wellspent.co/advisors/rebecca-krieger.md) | Accredited Investors Wealth Management® | Edina, Minnesota | CFP, CPA, CPA/PFS | Percentage of assets, Fixed fees | | [Daniel Heiar](https://find.wellspent.co/advisors/daniel-heiar.md) | Mindful Asset Planning | Apple Valley, Minnesota | | Hourly, Fixed fees | | [Mitchell Thompson](https://find.wellspent.co/advisors/mitchell-thompson.md) | MJT & Associates Financial Advisory Group | Montevideo, Minnesota | CFP | One-time planning fee | | [Aidan Ryan](https://find.wellspent.co/advisors/aidan-ryan.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets | | [Bjorn Amundson](https://find.wellspent.co/advisors/bjorn-amundson.md) | Quarry Hill Advisors | St Paul, Minnesota | CFP | Percentage of assets | | [Cody Schaefer](https://find.wellspent.co/advisors/cody-schaefer.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets | | [Jack Zinser](https://find.wellspent.co/advisors/jack-zinser.md) | Fortress Financial Group | Rochester, Minnesota | CFP | Percentage of assets | | [Taylor Harwood](https://find.wellspent.co/advisors/taylor-harwood.md) | Crane Capital Management | Spring Park, Minnesota | CFP | Percentage of assets | | [Jameson Holehouse](https://find.wellspent.co/advisors/jameson-holehouse.md) | Destiny Capital | Detroit Lakes, Minnesota | CFP | Percentage of assets, Flat fee or retainer | | [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Vancura](https://find.wellspent.co/advisors/bryan-vancura.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Eric Moleski](https://find.wellspent.co/advisors/eric-moleski.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Joshua Moklestad](https://find.wellspent.co/advisors/joshua-moklestad.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Noah Semmann](https://find.wellspent.co/advisors/noah-semmann.md) | GEN Financial Management | Plymouth, Minnesota | CFP | Percentage of assets, Fixed fees | | [Bixby Gilbertson](https://find.wellspent.co/advisors/bixby-gilbertson.md) | Petros Family Wealth | Bloomington, Minnesota | CFP | Percentage of assets, Fixed fees | | [Breanna Jensen](https://find.wellspent.co/advisors/breanna-jensen.md) | Petros Family Wealth | Bloomington, Minnesota | CFP | Percentage of assets, Fixed fees | | [Eric Gardner](https://find.wellspent.co/advisors/eric-gardner.md) | All Star Financial | Minneapolis, Minnesota | CFA | Percentage of assets, Hourly, Fixed fees | | [Connor Oak](https://find.wellspent.co/advisors/connor-oak.md) | Crane Capital Management | Spring Park, Minnesota | | Percentage of assets | | [Debra Pladsen](https://find.wellspent.co/advisors/debra-pladsen.md) | Fortress Financial Group | Chanhassen, Minnesota | | Percentage of assets | | [Jacob Hagen-Erickson](https://find.wellspent.co/advisors/jacob-hagen-erickson.md) | Fortress Financial Group | Rochester, Minnesota | | Percentage of assets | | [Joseph Nicholas](https://find.wellspent.co/advisors/joseph-nicholas.md) | Fortress Financial Group | Rochester, Minnesota | | Percentage of assets | | [Marc Hadley](https://find.wellspent.co/advisors/marc-hadley.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Naveen Sharma](https://find.wellspent.co/advisors/naveen-sharma.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Allen LeMay](https://find.wellspent.co/advisors/allen-lemay.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Braeden Mischke](https://find.wellspent.co/advisors/braeden-mischke.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Cade Johnson](https://find.wellspent.co/advisors/cade-johnson.md) | Petros Family Wealth | Bloomington, Minnesota | CFA | Percentage of assets, Fixed fees | | [Connie Biselx](https://find.wellspent.co/advisors/connie-biselx.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Grant Germscheid](https://find.wellspent.co/advisors/grant-germscheid.md) | All Star Financial | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Michel](https://find.wellspent.co/advisors/nicholas-michel.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [William Velgersdyk](https://find.wellspent.co/advisors/william-velgersdyk.md) | Strong Tower Wealth | Minneapolis, Minnesota | | Percentage of assets, Hourly, Fixed fees | | [Susan Becker](https://find.wellspent.co/advisors/susan-becker.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFA | Percentage of assets | | [Bridget Wiltse](https://find.wellspent.co/advisors/bridget-wiltse.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Camie Quigley](https://find.wellspent.co/advisors/camie-quigley.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Carl Lymangood](https://find.wellspent.co/advisors/carl-lymangood.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Deanna Rens](https://find.wellspent.co/advisors/deanna-rens.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Thomas Jenkins](https://find.wellspent.co/advisors/thomas-jenkins.md) | Petros Family Wealth | Bloomington, Minnesota | | Percentage of assets, Fixed fees | | [Nathan Travis](https://find.wellspent.co/advisors/nathan-travis.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Nicholas Heyer](https://find.wellspent.co/advisors/nicholas-heyer.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Timothy Fahey](https://find.wellspent.co/advisors/timothy-fahey.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | ## Related - [Retirement planning in Minnesota](https://find.wellspent.co/specialties/retirement-planning/minnesota.md) - [Estate planning in Minnesota](https://find.wellspent.co/specialties/estate-planning/minnesota.md) - [Retirees in Minnesota](https://find.wellspent.co/audiences/retirees/minnesota.md) - [Tax planning in Minnesota](https://find.wellspent.co/specialties/tax-planning/minnesota.md) - [Pre-retirees in Minnesota](https://find.wellspent.co/audiences/pre-retirees/minnesota.md) - [Small business owners in Minnesota](https://find.wellspent.co/specialties/small-business-owners/minnesota.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).