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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
MWM WEALTH ADVISORY, LLC
Plymouth, MN
AUM
$140.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
763-478-9934
PERKINS CAPITAL MANAGEMENT INC
Wayzata, MN
AUM
$139.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-473-8367
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
$132.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
651 207-4385
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
BOULEVARD
Bloomington, MN
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
877-664-2583
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
763-251-8040
SUPERIOR FINANCIAL, LLC
Rochester, MN
AUM
$112.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
507-316-0160
UNDERDOG WEALTH MANAGEMENT, LLC
Maple Grove, MN
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-497-3000
DUVAL INVESTMENT GROUP
Minnetonka, MN
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-905-3643
TOTAL WEALTH ADVISORS, LLC
Hopkins, MN
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
612-294-9208
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
352 268 2080
ASCENT ADVISORS
Mankato, MN
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-444-3100
CLERESTORY ADVISORS, INC
Bloomington, MN
AUM
$99.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
651-209-2610
WILKINSON CAPITAL MANAGEMENT, LLC
St.. Paul, MN
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(651) 330-8552