DUE NORTH FINANCIAL, LLC
Eveleth, MN
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
218-744-2929
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN
275 advisers found
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
ICON FINANCIAL
Bloomington, MN
AUM
$38.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-792-4809
PHARMD FINANCIAL PLANNING LLC
Owatonna, MN
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
507-215-0930
FINANCIAL COMPASS CORPORATION
Eden Prairie, MN
AUM
$34.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
952-921-2121
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
Maple Grove, MN
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-354-4430
AUM
$31.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(612) 702-8233
R.M. SHANNON WEALTH MANAGEMENT, LLC
St.. Paul, MN
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
651-321-4620
AZURE WEALTH MANAGEMENT
Saint Paul, MN
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
651-300-2456
TWIN CITIES WEALTH STRATEGIES, INC.
Maple Grove, MN
AUM
$29.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(763) 445-2772
SCHUMACHER FINANCIAL, LLC
Eagan, MN
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(651) 256-4139
MINDER NARUSIEWICZ, INC.
Woodbury, MN
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
651-209-7699
CHRISTENSEN GROUP FINANCIAL, LLC
Eden Prairie, MN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
952-653-1000
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
FAIR TRUST FINANCIAL LLC
Vadnais Heights, MN
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
651-484-0701
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
RLN WEALTH
Plymouth, MN
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-499-1501
ENDURANCE FINANCIAL GROUP
St.. Paul, MN
AUM
$18.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(651) 605-2318
PIVOTAL WEALTH AND TAX
Preston, MN
AUM
$17.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
507-458-3897
CALIBRATION FINANCIAL
Milaca, MN
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(320) 362-6002
MSM FINANCIAL, LLC
Minneapolis, MN
AUM
$14.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
612-607-6594
AEGIS INVESTMENT MANAGEMENT, LLC
Red Wing, MN
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 875-0105
LIV WEALTH MANAGEMENT
Long Lake, MN
AUM
$11.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
612-940-0908