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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
435 advisers found
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
FIDUCIARY WEALTH
Bloomington, MN
AUM
$16.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
612-234-7233
BOSSERT CAPITAL LLC
Minneapolis, MN
AUM
$15.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6129243649
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
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
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
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
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
SCM INVESTMENT SERVICES
Lake Elmo, MN
AUM
$3.1M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-324-0629
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