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!

Mark Struthers

CFP®, CFA®, CRC®

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!

Kimmie Andrews

CFP®, CDFA®

Birchwood Financial Partners

Edina, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Financial Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing

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

I can work with clients anywhere!

JJ Sessions

CFP®

The Planning Center

Minneapolis, 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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Daniel Slagle

CFP®

Fyooz Financial Planning

Minneapolis, 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 across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Mitchell J. Thompson

CFP®, CDFA®, ChSNC®, AEP®

MJT & Associates Financial Advisory Group, Inc.

Montevideo, 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 Excelsior, 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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

Natalie Slagle

CFP®

Fyooz Financial Planning

Minneapolis, 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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

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!

I can work with clients anywhere!

Eric Hutchens

CFP®, AIF®, CFA®

Allodium Investment Consultants

Minneapolis, MN

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

~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Sue Isaacson

JD, LLM, CFP®, CPA (Inactive), PFS

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, Creating and managing employee and personal retirement plans, Employee benefit plan analysis, Liquidity and debt structure analysis, Strategies for medical professionals

Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.

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!

I can work with clients anywhere!

Rachel Infante

CFP®, CSRIC®, CDFA®

Birchwood Financial Partners, Inc.

Edina, MN

Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Bill Mulvahill

CFP®, CPA, MBT

Trailhead Planners, LLC

Edina, MN

Specialties: Wealth Management for Entrepreneurs, Tax Planning, Business Exit Planning, Business Valuation

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

I can work with clients anywhere!

Morgan Ranstrom

CFA®, CFP®

Trailhead Planners, LLC

Edina , MN

Specialties: Retirement Planning, Tax Planning, Legacy 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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

Modern, life-centered financial planning and investment management for family-focused mid-career professionals with equity compensation.

I can work with clients anywhere!

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!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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!

Tony Madsen

CFP®

NewLeaf Financial Guidance

Redwood Falls, MN

Specialties: Cash Flow, Saving Strategies, Investment Management, Tax Planning, Student Loan

Tony Madsen is a fee-only financial planner in Redwood Falls, Minnesota, serving clients from Sioux Falls to Minneapolis. NewLeaf Financial Guidance specializes in cash flow planning for mid-career (typically age 30-50) 1099 income earners.

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.

Steve Drost

CFA®, CFP®

Drost Financial

Minneapolis, MN

Richard Hall

CFP®

Pitzl Financial

Arden Hills, MN

Jeff Burke

7th Street Financial

Eden Prairie, MN

Tyler Engbrecht

CFP®, BFA™

TruMix Advisors

Bloomington, MN

Brendan Roath

Money Matters, Inc.

Minnetonka, MN

Donovan Carson

Carson Capital

St Louis Park, MN

Joe Downes

CFP®, MBA

Integrity Wealth

Eden Prairie, MN

Laura Seymour

CFP®

TorchLight Financial

Edina, MN

Luke DeBoer

CFP®

The Financial Planning Co.

Waconia, MN

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

Johannes Fure

CFP®

Fure Financial Corporation

Bloomington, MN

Ashley Murphy

CFP®, AIF®

Areté Wealth Strategists

Minneapolis, MN

Todd Moritz

CFP®, CPA/PFS

White Turf Financial

St Paul, MN

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Plymouth, MN

Rebecca (Becky) Sebastian

CFP®, CDFA®

Mindful Asset Planning

Apple Valley, MN

John Bernstein

Bernstein Financial Advisory

Minneapolis, MN

RJ Devick

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Roger Peterson

MBA, CFP®

CGN Advisors, LLC

Hastings, 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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