What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Minneapolis, MN area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Minneapolis, MN Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Laura Bereiter
CPA, PFS™, CFP®
White Oaks Wealth Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Tax Optimization, Equity Compensation, Retirement Modeling, Savings Strategies, Wealth Transfer Planning
Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country
Kimmie Andrews
CFP®, CDFA®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Financial Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Sue Isaacson
CFP®, CPA (Inactive), JD, LLM, PFS
Credent Wealth Management
Bloomington, MN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Creating and managing employee and personal retirement plans, Employee benefit plan analysis, Liquidity and debt structure analysis, Strategies for medical professionals
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Richard S. Brown
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving, Liquidity Events, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Ryan Nelson
CPA, CFP®, MBA, MS
RLN Wealth
Plymouth , MN
Specialties: Equity Compensation Planning, Tax Planning, Financial Independence Planning, Investment Management, Education Planning, Life Planning, Insurance and Estate Planning, Accumulation & Savings Strategies, Debt Management
Modern, life-centered financial planning and investment management for late-career professionals with equity compensation.
Rachel Infante
CFP®, CSRIC®, CDFA®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Christopher Mastley
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Saul Baumann
CFP®, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Ben Wacek
CFP®, CKA®
Guide Financial Planning, LLC.
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Based in Minneapolis, I utilize technology to serve clients without asset minimums across the US and around the world.
Anthony Rush
FFP Wealth Management
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Noel Silker
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Damian Winther
CFP®, CSRIC®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Lucas Traxler
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Elise Huston
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Sarah Kang
CFP®
UAK Diversified Wealth Management
Saint Paul, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Saint Paul, MN, and Rochester, MN serving clients locally and across the country
Natalie Slagle
CFP®
Fyooz Financial Planning
Minneapolis, MN
Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Minneapolis, MN and Portland, OR, serving clients locally and virtually across the country.
Andrew Truax
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
David Bromelkamp
BCF™, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Sharon Bloodworth
CFP®
White Oaks Wealth Advisors
Minneapolis, MN
Specialties: Advanced Financial Planning, Stock Option and Restricted Stock Strategy, Managing Wealth Between Generations, Estate Plan Design, Educating and Supporting Clients in Transition
Fee-only financial advisor serving clients in Minneapolis, Sarasota and across the country.
Josh Wolberg
CFP®, RICP®, MBA
Great River Financial
Golden Valley, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming Strategies, Tax Planning, Investment Management
Fee-Only financial planner located in Golden Valley, MN, serving clients locally and across the country
Michael Bilotta
ChFC®, CASL®, RICP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Nick Scheibel
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Colleen Weber
CPA, CFP®
Colleen Weber CPA, LLC
Chanhassen, 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
Kimberly Hamlin
CFP®, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Amber Miller
CFP®, EA, CSRIC®
Rising Financial
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Values-aligned Money Planning, Sustainable Investing, Retirement Income Planning, Tax Planning, College Education Planning, Cash Flow Planning, Investment Management
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Bridget Handke
CFP®, CAP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Patrick Moyneur
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Mark Struthers
CFP®, CFA®, CRC®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
Derek Van Calligan
CFP®, AIF®, CIMA®, RICP®, CSRIC®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Greg Betlach
AAMS™, CFP®, ChFC®, CLU®, CRPC™, RICP®
Credent Wealth Management
Bloomington, MN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Dana Brewer
CFP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Kelly Pedersen
CFP®, CDFA®
Caissa Wealth Strategies
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Located in Minneapolis, MN, CAISSA serves clients who wish to align their personal values with their wealth plan. We currently accept clients both locally and across the country.
Timothy LaPean
CFP®, ADPA™
Thoughtful Financial Planning
Minneapolis, MN
Specialties: LGBTQ+ Financial Planning Concerns, Women's Financial Planning Concerns, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Kayla Berceau
CFP®
Birchwood Financial Partners
Bloomington, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Bloomington, MN, serving clients locally and across the country.
Ben Smith
CFP®, CSRIC®™®
Cove Financial Planning, LLC
Wayzata, MN
Specialties: Comprehensive Financial Planning, Socially Responsible Investing (SRI), Cash Flow and Budgeting, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients locally and virtually across the country with no account minimums.
Daniel Slagle
CFP®
Fyooz Financial Planning
Minneapolis, MN
Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Minneapolis, MN and Portland, OR, serving clients across the country.
Stephanie Rossi
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Shelby St. Martin
CFP®
JNBA® Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
JJ Sessions
CFP®
The Planning Center
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Eric Hutchens
CFP®, AIF®, CFA®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Nicholas Tilli
CFP®
Grounded Wealth
Minnetonka, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation
Financial Planning for the Common Sense Millionaire. Located in Minneapolis, MN Serving Clients in the Midwest and Across the Country.
Eric Simonson
CFP®, CRPC™®, CLTC®
Abundo Wealth
Minneapolis, MN
Specialties: Comprehensive Financial Planning, College Education Planning, Travel Advice, Goal Planning & Development, Cash Flow & Budgeting
We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!
Tiffany Brynteson-Johnson
CRPC®
FFP Wealth Management
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee Only Financial Planner Located in Minneapolis and St. Cloud, MN and Serving Clients Nationwide
Refine Your Search
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)
