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 Minnesota 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 Minnesota Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Matt Elliott
CFP®
Pulse Financial Planning
Rochester, MN
Specialties: Comprehensive Financial Planning, 403(b) and Pension Analysis, Investment Management, College Education Planning, Student Loans, Tax Efficiency
Fee-Only financial planner located in Rochester, MN, serving clients locally and across the country
John Ehrenfeld
CFP®, EA, BFA
Your Path Wealth Management
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Charitable Planning/Philanthropy, Insurance Planning/Risk Management
Fee-Only, Planning-First wealth management firm for millennials, pre-retirees, and retirees, 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
Laura Haupt
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.
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.
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™ and Fee-Only advisor serving clients in Rochester, MN and across the country since 2008.
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.
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.
Jessi Dolmage
CFP®
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.
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.
Rachel Schleer
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.
Lucas Traxler
CFP®
JNBA Financial Advisors
Duluth, 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.
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.
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.
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
Kathy 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
Brian Mills
River Cove Financial
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner 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.
Grant Meyer
CFP®, BFA
TruMix Advisors
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No jargon here, just straightforward advice! I'm a CERTIFIED FINANCIAL PLANNER™ and work with clients on a transparent, flat monthly fee basis. TruMix Advisors serves clients across the nation virtually and locally in the Twin Cities metro area.
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.
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
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.
Bill Mulvahill
CFP®, CPA, CEPA®, MBT
Trailhead Planners, LLC
Edina, MN
Specialties: Wealth Management for Entrepreneurs, Evidence-Based Investment Management, Advanced Tax Strategy, Estate & Legacy Planning, Charitable Planning, Business Exit Planning, Business Valuation, Retirement Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country
Nick Scheibel
CFP®
JNBA Financial Advisors
Duluth, 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.
Morgan Ranstrom
CFA®, CFP®, CEPA®
Trailhead Planners, LLC
Edina , MN
Specialties: Business Planning , Tax Planning, Legacy Planning, Retirement Planning, Succession Planning, Exit Planning , Comprehensive Financial Planning, Retirement Income Planning, Charitable Giving Strategies, Socially Responsible Investing, Concentrated Stock Planning, Risk Management
Wealth advisor for retirees, business owners, and family wealth. Tax-focused advice retirement, investment, and legacy planning for purpose-driven families.
Brayden Kelly
CFP®, BFA™
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.
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.
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.
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.
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.
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.
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 Shannon
CFP®
R.M. Shannon Wealth Management, LLC
Saint Paul, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Planning
Fee-Only financial planner located in Saint Paul, MN, serving clients locally and across the country
Mitchell J. Thompson
CFP®, CDFA®, ChSNC®, AEP®
MJT & Associates Financial Advisory Group
Excelsior, MN
Specialties: Comprehensive Holistic Planning, Retirement Income Planning, Tax Planning, Investment & Wealth Management, Divorce Planning, Special Needs Planning, Business Succession Planning
Our financial advisors collaborate with small business owners, retirees and pre-retirees, and families in transition with expertise in divorce and special needs planning.
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.
Stephanie Rossi
CFP®
JNBA Financial Advisors
Duluth, 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.
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.
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.
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.
Dana Menard
CFP®, RLP®, CEPA®, CDAA™
Twin Cities Wealth Strategies, Inc.
Maple Grove, MN
Specialties: Comprehensive Financial Planning, Wealth Management, College Planning & Student Loan Management, Retirement & Social Security Income Planning, Tax, Estate, and Philanthropy Planning, Digital Assets, Risk Tolerance Analysis
Fee-Only Financial Planner serving the Twin Cities metro area and virtually across the country!
David Huebner
CFP®
Huebner Financial Planning
Waconia, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management
Fee-Only financial planner located in Waconia, MN, serving clients locally and across the country
David Bromelkamp
AIF®
AdvisorSmart
Minneapolis, MN
Specialties: Evaluate Your Current Financial Advisor, Calculate Your Current Cost of Financial Advice, Reduce Your Cost of Ongoing Advisory Fees, Assist in Financial Advisor Search & Selection
Investor advocate and founder of AdvisorSmart®, David Bromelkamp spent 37 years as a financial advisor before dedicating the twilight of his career to helping everyday investors find objective, fee-only financial advice.
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!
Sarah Kang
CFP®
UAK Diversified Wealth Management
Eagan, 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
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.
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.
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
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.
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.
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.
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.
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.
Josh Wolberg
CFP®, RICP®, MBA
Great River Financial
Plymouth, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming Strategies, Tax Planning, Investment Management
Fee-Only financial planner located in Plymouth, MN, serving clients locally and across the country
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.
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.
Joe Pitzl
CFP®
Pitzl Financial
Arden Hills, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Executive Stock Plans, Capital Gains Planning
Fee-Only Financial Planner serving the greater Minneapolis and St. Paul, MN area
Kyle Moore
CFP®
Quarry Hill Advisors
Saint 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
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.
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.
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
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
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
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.
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.
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
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)
