MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
New Prague, MN
AUM
$194.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
952-758-8060
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN
275 advisers found
TRAILHEAD PLANNERS, LLC
Edina, MN
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-773-9682
WINTER & ASSOCIATES, INC.
St.. Paul, MN
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(651) 414-5000
KOOB WEALTH MANAGEMENT, LLC
White Bear Township, MN
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-330-4996
TRUMIX ADVISORS
Bloomington, MN
AUM
$169.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-222-8286
FELTL ADVISORS
Plymouth, MN
AUM
$165.6M
Financial PlanningWealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
612-492-8800
CAPTAR PRIVATE WEALTH
St.. Louis Park, MN
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-347-8668
BANNERSTONE CAPITAL
Wayzata, MN
AUM
$155.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-249-8888
SOMERSET GROUP LLC
Wayzata, MN
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
952-681-7254
TWIN CITIES RETIREMENT GROUP
Plymouth, MN
AUM
$144.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
952-600-7550
KNOX AVENUE FINANCIAL CORP.
St.. Paul, MN
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-426-4352
AUM
$142.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-925-5608
GARY L. GREENBERG
Eden Prairie, MN
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-360-4557
LIFEPLAN FINANCIAL, LLC
Mankato, MN
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
507-625-3507
PSC FINANCIAL LLC
Bloomington, MN
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
952-777-3955
PEAK FINANCIAL CONSULTING, INC.
Bloomington, MN
AUM
$132.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
952-303-8200
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
952-465-1785
YES WEALTH MANAGEMENT
Mahtomedi, MN
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(651) 426-5854
FINANCIAL EMPOWERMENT LLC
Burnsville, MN
AUM
$126.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
952-646-0026
AUM
$122.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
651-757-5534
ENCORE WEALTH ADVISORS
Morris, MN
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
320-288-4084
COLLEEN WEBER CPA, LLC
Chanhassen, MN
AUM
$120.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
26-50
Fees
Fixed fees
952-470-0750
TROTT BROOK FINANCIAL
Anoka, MN
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(763) 213-1000
ABENS FINANCIAL SERVICES INC
Edina, MN
AUM
$120.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-933-9650