ADVANCED ADVISOR GROUP, LLC
Cambridge, MN
AUM
$10.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
763-689-9023
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
BARRINGTON CAPITAL MANAGEMENT, INC.
Bloomington, MN
AUM
$10.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-835-1000
PALADIN CAPITAL
Arden Hills, MN
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
651-842-8406
INVESTED INTERESTS, LLC
Minneapolis, MN
AUM
$7.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
612-300-6444
THOUGHTFUL FINANCIAL PLANNING, LLC
Minneapolis, MN
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
612-460-7355
SAFFRON CAPITAL, LLC
Minneapolis, MN
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(612) 227-2485
SECOND AVENUE CAPITAL
Minneapolis, MN
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
9522152012
TWIG ASSET MANAGEMENT, LLC
Eden Prairie, MN
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
612-269-0899
KUSSKE FINANCIAL, INC.
Burnsville, MN
AUM
$3.2M
Trusts & EstatesFee-Only/Hourly
Team
8 employees
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-895-6963
PAIRONE PRIVATE WEALTH
Lakeville, MN
AUM
$2.8M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-234-5759
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
INDIWEALTH
Maple Grove, MN
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
763-200-5427
CRG WEALTH, LLC
Clear Lake, MN
AUM
$1.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
702-234-8808
LANDCASTED CAPITAL MANAGEMENT LLC
Waconia, MN
AUM
$423K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-552-4122
HEARTWORTH FINANCIAL LLC
St. Louis Park, MN
AUM
$396K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-515-8250
GUZEK ASSET MANAGEMENT
Bloomington, MN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; FINANCIAL PLANNING FEES
952-853-2234
OAK FINANCIAL PLANNING AND COACHING, LLC
Maple Grove, MN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
612-978-8937
ROSSI DUBUQUE BRECKENRIDGE, LLC
Plymouth, MN
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
612-870-9579
ACUMEN FINANCIAL ADVISORS, LLC
Edina, MN
AUM
$465.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
952-521-1625
Full profileNo website
FFP WEALTH MANAGEMENT, LLC
Coon Rapids, MN
AUM
$301.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-231-2760
Full profileNo website
JONES KERTZ & ASSOCIATES, INC.
Blaine, MN
AUM
$239.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
612-341-2218
Full profileNo website
BRIGHT ANGEL ADVISORS LLC
St.. Paul, MN
AUM
$224.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-372-0090
Full profileNo website
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
507-288-5587
Full profileNo website
VERA LAKE CAPITAL, LLC
Edina, MN
AUM
$180.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-524-9165
Full profileNo website