Fee-Only Financial Planners in Minnesota

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 Minnesota:

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

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!

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

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

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.

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

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

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.

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.

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.

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

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

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.

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

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!

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.

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.

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

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 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.

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.

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

Ryan Shannon

CFP®

R.M. Shannon Wealth Management, LLC

Saint Paul, MN

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

Fee-Only financial planner located in Saint Paul, 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!

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!

Luke DeBoer

CFP®

The Financial Planning Co.

Waconia, MN

Specialties: Investment Management, Retirement Income Planning, Tax Planning

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

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

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

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.

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

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

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 Maple Grove, 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

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

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

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.

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

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

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

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.

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

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.

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

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

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.

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.

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

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

Derek Van Calligan

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.

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

Konnor Tranoris

Wealth Den Financial

Mound, MN

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Plymouth, MN

Corey Purkat

Northwoods Financial Planning

Oakdale, MN

Joe Downes

CFP®, MBA

Integrity Wealth

Eden Prairie, MN

Jeff Burke

7th Street Financial

Eden Prairie, MN

Brian Jones

NextGen Financial Advice

Burnsville, MN

Derek Ketcho

JNBA Financial Advisors

Minneapolis, MN

Nick Augustin

Mindful Asset Planning

Apple Valley, MN

Anne Ward

CFP®, AIF®, CRPC®, MPAS®

Laurel Wealth Planning

Edina, MN

Ashley Murphy

CFP®, AIF®

Areté Wealth Strategists

Minneapolis, MN

Stephen Dygos

CFP®, CPWA®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Jeremy Heckman

Accredited Investors Wealth Management®

Edina, MN

RJ Devick

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Todd Moritz

CFP®, CPA/PFS

White Turf Financial

St Paul, MN

Scott Jensen

Renovate Financial Planning

Blaine, MN

Cheryl Ober

MBA, CFP®

Garrett Investment Advisors, LLC

Minneapolis, MN

Samir Bushra

No B.S. Advising

Savage, MN

Grant Meyer

GTS Financial

Bloomington, MN

W. Alan Williams

Accredited Investors Wealth Management®

Edina, MN

Sam Rouman

BerganKDV Wealth Management, LLC

Bloomington, MN

Mark Brice

Mindful Asset Planning

Apple Valley, MN

Nick Scheibel

JNBA Financial Advisors

Minneapolis, MN

Lee Ryan

Mindful Asset Planning

Apple Valley, MN

Stacy Friedges

CFP®

JNBA Financial Advisors

Minneapolis, MN

Andrew Feterl

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Daniel Slagle

CFP®

Fyooz Financial Planning

Rochester, MN

Richard Hall

CFP®

Pitzl Financial

Arden Hills, MN

Brendan Roath

Money Matters, Inc.

Minnetonka, MN

Rod Roath

Money Matters, Inc.

Minnetonka, MN

Matthew Paulson

Voyageur Capital Advisors LLC

Eden Prairie, MN

Daniel Heiar

Mindful Asset Planning

Apple Valley, MN

Kathleen Nelson

Silveroak Wealth Management, LLC

Edina, MN

Tyler Engbrecht

GTS Financial

Bloomington, MN

Rebecca Krieger

Accredited Investors Wealth Management®

Edina, MN

Nancy Bergstrom

Be Financial Wealth Management, LLC

Minnetonka, MN

Patrick Moyneur

JNBA Financial Advisors

Minneapolis, MN

Ross Levin

Accredited Investors Wealth Management®

Edina, MN

Mark Rekow

Rekow Management, LLC

Montevideo, MN

Elise Huston

JNBA Financial Advisors

Minneapolis, MN

Rebecca (Becky) Sebastian

CFP®, CDFA®

Mindful Asset Planning

Apple Valley, MN

Roger Peterson

MBA

Garrett Investment Advisors, LLC

Hastings, MN

Steven Gilbertson

Accredited Investors Wealth Management®

Edina, MN

Jackson Potter

Summit Wealth Advocates, LLC

St Louis Park, MN

Laura Seymour

CFP®

TorchLight Financial

Edina, MN

Johannes Fure

CFP®

Fure Financial Corporation

Bloomington, MN

Stephen Galligan

Galligan Financial Advisors

Eagan, MN

Steve Drost

CFA®, CFP®

Drost Financial

Minneapolis, MN

Noel Silker

JNBA Financial Advisors

Minneapolis, MN

Trevor Ausen

Mindful Asset Planning

Apple Valley, MN

Anita Kalafut

Summit Wealth Advocates, LLC

Coon Rapids, MN

Christopher Mastley

JNBA Financial Advisors

Minneapolis, MN

Lucas Traxler

CFP®

JNBA Financial Advisors

Minneapolis, MN

Adolfo Sotomayor

First Things First Financial Planning

Apple Valley, MN

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

Janet Stanzak

Financial Empowerment, LLC

Burnsville, MN

Stephanie Rossi

JNBA Financial Advisors

Minneapolis, MN

James Bryan

CFP®, ChFC®

Cahill Financial Advisors, Inc.

Chaska, MN

Lindy Venustus

Create, LLC

Bloomington, MN

Daniel Gilbert

Mosaic

Little Canada, MN

Gregory Zandlo

North East Asset Management

Minneapolis, MN

Scott Oeth

Cahill Financial Advisors, Inc.

Edina, MN

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    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.


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