Financial advisors for tax planning in Minnesota
Which financial advisor should I talk to about tax planning in Minnesota?
For tax planning in Minnesota, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Brendan Roath of Money Matters, Inc., Todd Moritz of White Turf Financial and Matt Laciskey of Hyland Lake Partners, LLC.
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 EA, CPA and CFP. Fees on file: percentage of assets.
- Todd Moritz White Turf Financial, St Paul Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Matt Laciskey Hyland Lake Partners, LLC, Edina Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Amber FitzRysler Rising Financial, Minneapolis Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Rebecca Krieger Accredited Investors Wealth Management®, Edina Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Dana Menard Twin Cities Wealth Strategies, Inc., Maple Grove Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
How many fee-only financial advisors in Minnesota work on tax planning?
The Wellspent public graph lists 86 fee-only advisors for tax planning in Minnesota, at 50 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Minnesota located?
Of the 86 fee-only advisors for tax planning in Minnesota, 17 are in Minneapolis, followed by 11 in Woodbury and 9 in Edina.
Plus 38 in other cities.
How do fee-only advisors for tax planning in Minnesota charge?
The most common fee among fee-only advisors for tax planning in Minnesota is a percentage of assets, used by 77% of the 86 with fees on file. Many use more than one: 38% charge fixed fees and 34% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Minnesota, 67% of the 86 advisors listed hold the CFP.
- EA3% in Minnesota
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA3% in Minnesota
- CPAs bring broad tax and accounting depth.
- CFP67% in Minnesota
- The CFP connects tax decisions to the rest of the plan.
How do Minnesota advisors for tax planning compare with the rest of the US?
67% of fee-only advisors for tax planning in Minnesota hold the CFP, compared with 50% of the 5,860 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 tax planning.
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 about tax planning in Minnesota?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Minnesota tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 86 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 |
| Jeff Burke | 7th Street Financial | Chaska | CFP | Ongoing planning fee, Hourly |
| Andrew Dressel Comprehensive, transparent planning for individuals and families nationwide, with fees that aren't tied to net worth. | Abundo Wealth | Minneapolis | CFP, CRPC | Subscription |
| Ben Wacek | Guide Financial Planning, LLC | Shoreview | CFP, CKA | One-time planning fee, Ongoing planning fee |
| 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 |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Josh Wolberg | Great River Financial | Plymouth | CFP, MBA, RICP | Percentage of assets |
| Brendan Roath | Money Matters, Inc. | Minnetonka | CFP, EA, CPA | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| 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 |
| 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 |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
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