VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN
AUM
$712.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
651-628-9832
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
Eden Prairie, MN
AUM
$711.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-937-9423
LIFELONG WEALTH ADVISORS, INC.
Arden Hills, MN
AUM
$710.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
651-444-6500
NAVISTA WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-315-2400
BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN
AUM
$705.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 591-0113
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
HIGH NOTE WEALTH, LLC
Deephaven, MN
AUM
$683.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(952) 224-7970
BALLAST ADVISORS, LLC
Woodbury, MN
AUM
$674.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(651) 478-4644
CHERRY TREE WEALTH MANAGEMENT, LLC
Minnetonka, MN
AUM
$673.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
952-893-9012
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Golden Valley, MN
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-923-2270
SUMMIT CREEK ADVISORS
Minneapolis, MN
AUM
$650.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
612-746-8990
MURPHY POHLAD ASSET MANAGEMENT LLC
Eden Prairie, MN
AUM
$639.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
952-948-2300
WHITE OAKS WEALTH ADVISORS, INC.
Minneapolis, MN
AUM
$618.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-455-6900
HIGHMARK WEALTH MANAGEMENT LLC
St.. Paul, MN
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
651-829-3300
CORNERSTONE WEALTH ADVISORS, INC.
Edina, MN
AUM
$608.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 920-3900
GRADIENT WEALTH MANAGEMENT
Arden Hills, MN
AUM
$607.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-991-1539
MODUS ADVISORS, LLC
Excelsior, MN
AUM
$601.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 946-1000
AIS PLANNING
St.. Cloud, MN
AUM
$591.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(320) 252-6552
GREATER MIDWEST FINANCIAL GROUP, LLC
Saint Paul, MN
AUM
$589.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
651-490-9790
TWELE CAPITAL MANAGEMENT, INC.
Minnetonka, MN
AUM
$578.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
952 887 9253
ALLODIUM INVESTMENT CONSULTANTS, LLC
Minneapolis, MN
AUM
$576.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
612-230-3700
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
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