Fee-Only Financial Advisors in Minnesota

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

I can work with clients anywhere!

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

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.

Tiffany Brynteson-Johnson

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

Joe Pitzl

CFP®

Pitzl Financial

Arden Hills, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Executive Stock Plans

Fee-Only Financial Planner serving the greater Minneapolis and St. Paul, MN area

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.

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!

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

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.

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

Matt Elliott

CFP®, CSLP®

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

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

I can work with clients anywhere!

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!

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.

Sarah Kang

CFP®

UAK Diversified Wealth Management

Minnetonka, 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

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.

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.

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

Rachel Infante

CFP®, CSRIC®

Birchwood Financial Partners, Inc.

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

JJ Sessions

CFP®

The Planning Center

Maple Grove, MN

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

Fee-Only financial planner located in Fresno, CA serving clients locally and across the country

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

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™ Professional and Fee-Only financial advisor serving clients in Rochester, MN and virtually across the country.

Derek Delaney

CFP®, ChFC®, EA, CSLP®

PharmD Financial Planning LLC

Owatonna, MN

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

Fee-Only financial planner located in Owatonna, MN, serving clients locally and 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.

Bridget Handke

CFP®, CAP®

Birchwood Financial Partners, Inc.

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

Becky Botzet

CFP®, EA

Summit Wealth Advocates, LLC

Long Lake, MN

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

Fee-Only financial planner located in Long Lake, MN, serving clients locally 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.

Thomas Alf

CFP®, CPA

Clerestory Advisors, Inc.

Bloomington, MN

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

Fee-Only Financial Advisor serving Twin Cities MN area.

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

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.

Michael Branham

CFP®

The Planning Center, Inc.

Maple Grove, MN

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

Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.

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.

Timothy Brown

CFP®, CFA®, AIF®, RICP®, MBA

Brown Wealth Management, LLC

Eden Prairie, MN

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate and Legacy Planning

CFP®, CFA®, AIF®, RICP®, MBA. Fee-Only Financial Planner Located in Eden Prairie, MN and Serving Clients Nationwide

Rick Epple

CFP®, CeFT®

Aurochs Financial Group

Wayzata, MN

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

Aurochs Financial Group is a fee-only wealth management firm serving clients in Minneapolis/St. Paul, MN area and Nationally

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

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

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

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

Christopher Saxton

Aberdour Investments LLC

Shoreview, MN

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

Fee-Only financial planner located in Shoreview, MN, serving clients in the Greater Minneapolis-St. Paul area and across the country

Dana Brewer

CFP®

Birchwood Financial Partners, Inc.

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

Grant Meyer

CFP®

GTS Financial

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. GTS Financial serves clients across the nation virtually and locally in the Twin Cities metro area.

Bruce Primeau

CPA, CFP®, PFS

Summit Wealth Advocates, LLC

Prior Lake, MN

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

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

Damian Winther

CFP®, CSRIC®

Birchwood Financial Partners, Inc.

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

Jon Govin

CPA, CFP®, PFS

Summit Wealth Advocates, LLC

Champlin, MN

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

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

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

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.

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 with offices in Rochester, MN and Portland, OR, serving clients locally and virtually 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.

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

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

Mitchell J. Thompson

CFP®, CDFA®, ChSNC®, AEP®

MJT & Associates Financial Advisory Group, Inc.

Lake Minnetonka, MN

Specialties: Comprehensive Holistic Planning, Retirement Income Planning, Tax Planning, Investment & Wealth Management, Divorce Planning, Special Needs Planning, Business Succession Planning

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

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

Joe Downes

CFP®, MBA

Integrity Wealth

Eden Prairie, MN

Roger Peterson

MBA

Garrett Investment Advisors, LLC

Hastings, MN

Anne Ward

CFP®, AIF®, CRPC®, MPAS®

Laurel Wealth Planning

Edina, MN

RJ Devick

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

Brendan Roath

Money Matters, Inc.

Minnetonka, MN

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Plymouth, MN

Stephen Dygos

CFP®, CPWA®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Richard Hall

CFP®

Pitzl Financial

Arden Hills, MN

Ashley Murphy

CFP®, AIF®

Areté Wealth Strategists

Minneapolis, MN

Jeff Burke

7th Street Financial

Eden Prairie, MN

Laura Seymour

CFP®

TorchLight Financial

Edina, MN

Donovan Carson

Carson Capital

St Louis Park, MN

Luke DeBoer

CFP®

The Financial Planning Co.

Waconia, MN

Rebecca (Becky) Sebastian

CFP®, CDFA®

Mindful Asset Planning

Apple Valley, MN

Todd Moritz

CFP®, CPA/PFS

White Turf Financial

St Paul, MN

Johannes Fure

CFP®

Fure Financial Corporation

Bloomington, MN

Daniel Slagle

CFP®

Fyooz Financial Planning

Rochester, MN

Steve Drost

CFA®, CFP®

Drost Financial

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)

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