Fee-Only Financial Planners in Minneapolis, MN

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 Minneapolis, MN:

I can work with clients anywhere!

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, and business professionals.

Nicholas Tilli

CFP®

Tilli Wealth Management

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.

Ben Smith

CFP®, CSRIC™®

Cove Financial Planning, LLC

St Louis Park, 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.

Natalie Slagle

CFP®

Fyooz Financial Planning

Rochester, 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 based in Rochester, MN and serving clients virtually across the country.

Eric Hutchens

CFP®, AIF®

Allodium Investment Consultants

Minneapolis, MN

Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management

Fee-Only Financial Advisor serving Minneapolis, MN area.

Kimmie Moehring

CFP®

Birchwood Financial Partners

Edina, MN

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

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

I can work with clients anywhere!

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!

Saul Baumann

CFP®, AIF®

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.

Jeffrey Drayton

CFP®, CDFA®

Jeffrey A. Drayton Financial Group, Inc.

Maple Grove, MN

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

CFP®, CDFA®; working with clients in the Twin Cities, greater Minnesota, and in other areas where exempted, Jeffrey A. Drayton Financial Group, Inc., provides Fee-Only financial planning and wealth management to people from all walks of life.

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

I can work with clients anywhere!

Mark Struthers

CFP®, CFA®

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.

I can work with clients anywhere!

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

Bill Mulvahill

CFP®, CPA, MBT

Trailhead Planners, LLC

Minneapolis, MN

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

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

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

Anthony Rush

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, MN, serving clients locally and across the country

David Bromelkamp

BCF™, AIF®

Allodium Investment Consultants

Minneapolis, MN

Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management

Fee-Only Financial Advisor serving Minneapolis, MN area.

Kelly Pedersen

CFP®, CDFA®

Caissa Wealth Strategies

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

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

Morgan Ranstrom

CFA®, CFP®

Trailhead Planners, LLC

Minneapolis, MN

Specialties: Retirement Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming Strategies, Charitable Giving Strategies, Socially Responsible Investing, Concentrated Stock Planning

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

Suzanne Tudor

CFP®, AIF®

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.

Elizabeth Alf

CFP®

Clerestory Advisors, Inc.

Bloomington, MN

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

Fee-Only financial planner located in Bloomington, MN, serving clients locally 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

I can work with clients anywhere!

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.

Derek Van Calligan

CFP®, AIF®, CIMA®, RICP®, CSRIC®

Allodium Investment Consultants

Minneapolis, MN

Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management

Fee-Only Financial Advisor serving Minneapolis, MN area.

John Bernstein

Bernstein Financial Advisory

Minneapolis, MN

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

Over 25 years of sophiscated, high-level investment experience used to deliver simple & understandable financial strategies.

Elise Huston

JNBA Financial Advisors

Minneapolis, MN

Ashley Murphy

CFP®, AIF®

Areté Wealth Strategists

Minneapolis, MN

Stephanie Rossi

JNBA Financial Advisors

Minneapolis, MN

Stacy Friedges

CFP®

JNBA Financial Advisors

Minneapolis, MN

Daniel Slagle

CFP®

Fyooz Financial Planning

Rochester, MN

Steve Drost

CFA®, CFP®

Drost Financial

Minneapolis, MN

Lucas Traxler

CFP®

JNBA Financial Advisors

Minneapolis, MN

Cheryl Ober

MBA, CFP®

Garrett Investment Advisors, LLC

Minneapolis, MN

Patrick Moyneur

JNBA Financial Advisors

Minneapolis, MN

Christopher Mastley

JNBA Financial Advisors

Minneapolis, MN

Stephen Dygos

CFP®, CPWA®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Gregory Zandlo

North East Asset Management

Minneapolis, MN

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    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

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