Fee-Only Financial Planners in Minnesota

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Minnesota:

Thomas Alf

CFP®, CPA

Clerestory Advisors, Inc.

Mendota Heights, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Planning

Fee-Only Financial Advisor serving Twin Cities MN area.

Timothy Brown

CFP®, CFA, AIF®, MBA

Brown Wealth Management, LLC

Eden Prairie, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Tim Brown is an Minneapolis, MN Financial Advisor

Tiffany Brynteson

CRPC®

FFP Wealth Management

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Minneapolis and St. Cloud, MN and Serving Clients Nationwide

Rick Epple

CFP®, CeFT

Aurochs Financial Group

Wayzata, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Aurochs Financial Group is a fee-only wealth management firm serving clients in Minneapolis/St. Paul, MN area and Nationally

Jonathan Jaranson

CFP®

PrairieView Partners, LLC

St. Paul, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in St. Paul, MN, serving clients locally and across the country

Robert Klosterman

CFP®, CFWA

White Oaks Investment Management, Inc.

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor with offices in South West Florida and Minneapolis, MN and serving clients across the country.

Roger Kruse

CFP®, ChFC®, EA

FFP Wealth Management

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Minneapolis and St. Cloud, MN and Serving Clients Nationwide

Laurie Laner

CFP®, CeFT

Financial Designs, Inc.

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country

Kathleen Longo

CFP®, CAP®, CDFA®

Flourish Wealth Management

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Edina, MN and Serving Clients Nationwide

Peter Melsness

CFP®

Superior Financial, LLC

Rochester, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

CERTIFIED FINANCIAL PLANNER™ Professional and Fee-Only financial advisor serving the greater Minneapolis, MN area

Lauri Salverda

CFP®, CFA, AIF®

Castle Rock Financial Planning, Inc.

Mendota Heights, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only financial planner located in St. Paul, MN and serving the entire region

Steven Zimmerman

CFP®, ChFC®

Mindful Asset Planning

Apple Valley, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Apple Valley, MN, serving clients locally and across the country

Sharon Bloodworth

White Oaks Wealth Advisors

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country

Anne Ward

CFP®, AIF®, CRPC®

Allodium Investment Consultants

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving Minneapolis, MN area.

Stephen Dygos

CFP®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Minneapolis, MN and Serving Clients Nationwide

Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country

Joe Pitzl

CFP®

Pitzl Financial

Arden Hills, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the greater Minneapolis and St. Paul, MN area

Eric Hutchens

CFP®, AIF®, MBA

Allodium Investment Consultants

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country

Ben Wacek

CFP®

Wacek Financial Planning, LLC

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Based in Minneapolis, but I utilize technology to serve clients across the US and around the world.

Michael Branham

CFP®

The Planning Center, Inc.

Maple Grove, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.

Tony Madsen

CFP®

NewLeaf Financial Guidance

Redwood Falls, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

NewLeaf Financial Guidance is an investment advisory firm specializing in assisting medical professionals, small business owners (including ranchers and farmers), and business professionals.

Mark Struthers

CFP®, CFA

Sona Financial LLC

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only Financial Planner serving the Minneapolis & St. Paul, MN area and clients across the country

Dana Menard

CFP®

Twin Cities Wealth Strategies, Inc.

Maple Grove, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Twin Cities metro area and virtually across the country!

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Minnetonka, MN, serving clients locally and across the country

Kyle Moore

CFP®

Quarry Hill Advisors

St. Paul, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in St. Paul, MN, serving clients locally and across the country

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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