BOYUM WEALTH ARCHITECTS LLC
Bloomington, MN
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-289-6444
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN
275 advisers found
NICOLLET INVESTMENT MANAGEMENT, INC.
Minneapolis, MN
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-915-3033
STILES FINANCIAL SERVICES, INC.
Edina, MN
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-988-0452
LEGACY WEALTH
Woodbury, MN
AUM
$546.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-621-2383
MINDFUL ASSET PLANNING
Apple Valley, MN
AUM
$529.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
952-432-4666
BGM WEALTH MANAGEMENT
Bloomington, MN
AUM
$517.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-844-2500
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
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
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
PITZL FINANCIAL
Arden Hills, MN
AUM
$498.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
651-287-3712
USADVISORS WEALTH MANAGEMENT, LLC
Eden Prairie, MN
AUM
$483.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-829-0000
VAN CLEMENS WEALTH MANAGEMENT, LLC
Minneapolis, MN
AUM
$470.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-758-9140
LOGAN PARK WEALTH MANAGEMENT
Minneapolis, MN
AUM
$464.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(612) 315-2105
VERMILLION WEALTH MANAGEMENT INC.
Rosemount, MN
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
651-480-4601
FLOURISH WEALTH MANAGEMENT INC.
Edina, MN
AUM
$455.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 392-4474
CEDAR COVE WEALTH PARTNERS
Bloomington, MN
AUM
$455.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
952-358-3456
LAUREL WEALTH PLANNING
Edina, MN
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-854-6250
ULLAND INVESTMENT ADVISORS, LLC
Minneapolis, MN
AUM
$442.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
612-312-1400
ACCESS FINANCIAL SERVICES, INC.
Minneapolis, MN
AUM
$437.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-885-2732
RETIRE AGILE
Hermantown, MN
AUM
$433.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
218-336-2506
ADVISORY SOLUTIONS GROUP
Plymouth, MN
AUM
$408.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
763-417-1700
NORTHLAND ASSET MANAGEMENT
Minneapolis, MN
AUM
$405.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-851-2920
EXCEL FINANCIAL, LLC
Red Wing, MN
AUM
$404.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(651) 388-6441
WEBB FINANCIAL GROUP
Bloomington, MN
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-837-3200