360 FINANCIAL
Wayzata, MN
AUM
$700.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-542-8900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN, WAYZATA
7 advisers found
FIAT WEALTH MANAGEMENT
Wayzata, MN
AUM
$517.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-426-9116
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
Wayzata, MN
AUM
$505.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-476-2770
PACK PRIVATE WEALTH, LLC
Wayzata, MN
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(952) 563-9811
BANNERSTONE CAPITAL
Wayzata, MN
AUM
$155.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-249-8888
SOMERSET GROUP LLC
Wayzata, MN
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
952-681-7254
B&E INVESTMENT ADVISERS, INC.
Wayzata, MN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-475-0440