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:
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
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
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.
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
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.
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)
