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
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.
Johannes Fure
CFP®
Windjammer Wealth Advisory
Minnetonka, MN
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Estate Planning, Tax Planning, Risk Management, Retirement Income Planning
Fee-Only financial planner located in Bloomington, MN, serving clients locally and across the country
Dan Slagle
CFP®
EQUAL VOICES Wealth
Minneapolis, MN
Specialties: Environmental, Social, and Governance Investing, Charitable Giving, College Education Planning, Cash Flow Planning, Inheritance Planning, Tax Strategies, Reduce Stock Concentration Risk, Retirement Readiness, Financial Alignment for Couples, Roth Conversion Strategies
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Minneapolis, MN and Portland, OR, serving clients across the country.
Michael Branham
CFP®
The Planning Center
St Louis Park, 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.
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
Stacy Biermaier
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.
Haley Frecon
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.
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!
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
Ben Wacek
CFP®, CKA®, TPCP®
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.
Mark Struthers
CFP®, CFA®
Sona Wealth
Chanhassen, 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.
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
Eric Hutchens
CFP®, AIF®, CFA®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~Passionately Independent Advice ~ Allodium Investment Consultants is a fee-only investment management and financial planning firm founded in 2005, serving clients in Minneapolis, MN and across the country.
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.
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.
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.
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
Tax-focused financial planning and investment management for late-career professionals with equity compensation.
Saul Baumann
CFP®, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~Passionately Independent Advice ~ Allodium Investment Consultants is a fee-only investment management and financial planning firm founded in 2005, serving clients in Minneapolis, MN and across the country.
Natalie Slagle
CFP®
EQUAL VOICES Wealth
Minneapolis, MN
Specialties: Environmental, Social, and Governance Investing, Tax Strategies, Charitable Giving, Reduce Stock Concentration Risk, College Education Planning, Retirement Readiness, Adequate Cash Flow Spending, Financial Alignment for Couples, Inheritance Planning, Roth Conversion Strategies
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Portland, OR, and Minneapolis, MN, serving clients locally and virtually 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
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, focused on serving women, the LGBTIAQ+ community, and the people who love them.
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
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.
Bailey Wehmas
CFP®, ChFC®
JNBA Financial Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving, Liquidity Events, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy, Tax Planning, Retirement Income Planning
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.
Derek Van Calligan
CFP®, AIF®, CIMA®, RICP®, CSRIC™®, CPWA®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~Passionately Independent Advice ~ Allodium Investment Consultants is a fee-only investment management and financial planning firm founded in 2005, serving clients in Minneapolis, MN and across the country.
John Foster
PPC®
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.
Aashwin Sachdev
CFP®, MS in Financial Planning
Luminous Money
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Charitable Giving Strategies, Estate Planning, Social Security Planning
Fee-Only financial planner serving ambitious, mission-driven individuals and families who want to build wealth and use it as a force for good in their community
Gabriel Anderson
CFP®, CLU®, ChFC®
CRAFTED Wealth
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Tax Aware Investment Management and Service, Tax Planning, Investment Analysis, Planning, and Advice, Retirement Income Planning, Estate Plan Review, Advice, Document Creation
For over 10 years, Gabe has worked with client families looking to simplify their financial life. Working with households between $3–30M, Gabe typically works on multigenerational planning, retirement preparation, and complex tax situations.
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.
Kimberly Hamlin
CFP®, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~Passionately Independent Advice ~ Allodium Investment Consultants is a fee-only investment management and financial planning firm founded in 2005, serving clients in Minneapolis, MN 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.
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.
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.
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.
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.
Shelby Delaney
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.
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.
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.
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.
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.
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.
Derek Delaney
CFP®, ChFC®, EA,
PharmD Financial Planning LLC
Owatonna, MN
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Integrated suite of ongoing retirement planning services
A flat-fee retirement planner located south of Minneapolis, MN, working with 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.
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.
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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)
