Financial advisors for small business owners in Minnesota
Which financial advisor should I talk to as a small business owner in Minnesota?
For small business owners in Minnesota, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Brendan Roath of Money Matters, Inc., Amber FitzRysler of Rising Financial and Todd Moritz of White Turf Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brendan Roath Money Matters, Inc., Minnetonka Holds the CPA, EA and CFP. Fees on file: percentage of assets.
- Amber FitzRysler Rising Financial, Minneapolis Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Todd Moritz White Turf Financial, St Paul Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Bill Mulvahill Trailhead Planners, Edina Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Jack Zinser Fortress Financial Group, Rochester Holds the CFP. Fees on file: percentage of assets.
- 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 with small business owners?
The Wellspent public graph lists 78 fee-only advisors for small business owners in Minnesota, at 30 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Minnesota located?
Of the 78 fee-only advisors for small business owners in Minnesota, 23 are in Minneapolis, followed by 9 in Saint Paul and 8 in Bloomington.
Plus 25 in other cities.
How do fee-only advisors for small business owners in Minnesota charge?
The most common fee among fee-only advisors for small business owners in Minnesota is a percentage of assets, used by 94% of the 78 with fees on file. Many use more than one: 68% charge fixed fees and 31% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In Minnesota, 59% of the 78 advisors listed hold the CFP.
- CPA4% in Minnesota
- CPAs understand entity structure and business books.
- EA3% in Minnesota
- Enrolled agents help with owner pay and business tax.
- CFP59% in Minnesota
- The CFP keeps the business in the wider plan.
How do Minnesota advisors for small business owners compare with the rest of the US?
31% of fee-only advisors for small business owners in Minnesota charge by the hour, compared with 48% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Minnesota?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Minnesota tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 78 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 |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time 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 |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Janice Fier | Couloir Wealth Advisors, Inc. | Welch | CFP | Hourly, One-time planning fee |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| Daniel Heiar | Mindful Asset Planning | Apple Valley | Not listed | Hourly, Fixed fees |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Aidan Ryan | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Cody Schaefer | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Jack Zinser | Fortress Financial Group | Rochester | CFP | Percentage of assets |
| Taylor Harwood | Crane Capital Management | Spring Park | 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 |
| Bryan Vancura | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Daniel Sullivan | HighMark Wealth Management | St. Paul | CFP | Percentage of assets, Hourly |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
| Eric Moleski | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Joshua Moklestad | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Julie Hetland | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Meghan Bohlke | Financial Planning Navigators | Maple Grove | CFP | Percentage of assets, Fixed fees |
| Molly LaFleche | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Noah Semmann | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Cole Hystead | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Jeffery Sutton | Logan Park Wealth Management | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| 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 |
| Debra Pladsen | Fortress Financial Group | Chanhassen | Not listed | Percentage of assets |
| Jacob Hagen-Erickson | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Jacob Thibault | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Jon Meyer | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Joseph Nicholas | Fortress Financial Group | Rochester | Not listed | Percentage of assets |
| Katherine Frazier | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| Luke Johnson | Boreal Advisors | New Brighton | CFP | Percentage of assets, Fixed fees |
| Ross Gobel | BGM | Bloomington | CFP | Percentage of assets, Hourly |
| 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 |
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