Financial advisors for founders in Minnesota

Which financial advisor should I talk to as a founder in Minnesota?

For founders in Minnesota, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Todd Moritz of White Turf Financial, Amber FitzRysler of Rising Financial and Bill Mulvahill of Trailhead Planners.

How many fee-only financial advisors in Minnesota work with founders?

The Wellspent public graph lists 51 fee-only advisors for founders in Minnesota, at 24 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in Minnesota charge?

The most common fee among fee-only advisors for founders in Minnesota is a percentage of assets, used by 92% of the 51 with fees on file. Many use more than one: 61% charge fixed fees and 16% 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.

See every fee-only advisor fee in Minnesota

What credentials should a financial advisor for founders have?

For founders, look for the CPA, EA and CFP. In Minnesota, 59% of the 51 advisors listed hold the CFP.

Does Minnesota tax income on top of federal tax?

Yes. Minnesota has a state income tax, so a financial plan for a Minnesota resident should project it alongside federal tax.

What happens to stock pay if you move to or from Minnesota?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from Minnesota can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor as a founder in Minnesota?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Minnesota tax alongside federal tax?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders 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.