ADVISORNET WEALTH PARTNERS
Minnetonka, MN
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
612-347-8600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN, MINNETONKA
18 advisers found
MARKS GROUP WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-582-6100
BLUESTEM WEALTH PARTNERS, LLC
Minnetonka, MN
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-464-0372
THE ADVOCATE GROUP, LLC
Minnetonka, MN
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-693-2630
NAVISTA WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-315-2400
CHERRY TREE WEALTH MANAGEMENT, LLC
Minnetonka, MN
AUM
$673.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
952-893-9012
TWELE CAPITAL MANAGEMENT, INC.
Minnetonka, MN
AUM
$578.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
952 887 9253
LEGACIES WEALTH LLC
Minnetonka, MN
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
612-376-4040
E-WEALTH PARTNERS
Minnetonka, MN
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
952.800.2121
DUVAL INVESTMENT GROUP
Minnetonka, MN
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-905-3643
ADAMS-HANSEN & ASSOCIATES
Minnetonka, MN
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-224-9085
WEALTH PLANNING GROUP LLC
Minnetonka, MN
AUM
$38.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
612-419-9956
MONEY MATTERS
Minnetonka, MN
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
952-935-0707
FIDERE ADVISORS
Minnetonka, MN
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
833-234-3373
LUNDEEN ABRAMS ADVISORS, LLC
Minnetonka, MN
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-933-8489
STRATEGIC FINANCIAL PLANNING, INC.
Minnetonka, MN
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-475-6311
OAKFORT WEALTH PARTNERS
Minnetonka, MN
AUM
$2.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
612-232-7567
FAMILY WEALTH COUNSELORS, LLC.
Minnetonka, MN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
612-922-3113