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:

Robert Klosterman

CFP®, CFWA

White Oaks Investment Management, Inc.

Minneapolis, MN

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

Fee-Only Financial Advisor with offices in South West Florida and Minneapolis, MN and serving clients across the country.

Sharon Bloodworth

White Oaks Wealth Advisors

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

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

Stephen Dygos

CFP®, CPWA®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Specialties: Investment management, Financial Planning, Retirement planning, Social Security strategies, Tax planning, IRA distribution planning, IRA transfers, 401k rollovers, Stock option analysis

Fee Only Financial Planner Located in Minneapolis, MN and Serving Clients Nationwide

Morgan Ranstrom

CFA, CFP®

Trailhead Planners, LLC

Minneapolis, MN

Specialties: Socially Responsible Investing, Comprehensive Financial Planning, Charitable Giving Strategies, Retirement Income Planning, Tax Planning, College Education Planning

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

Anne Ward

CFP®, AIF®, CRPC®

Allodium Investment Consultants

Minneapolis, MN

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

Fee-Only Financial Advisor serving Minneapolis, MN area.

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

I can work with clients anywhere!

Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

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

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 the greater Minneapolis, MN area

I can work with clients anywhere!

Mark Struthers

CFP®, CFA

Sona Financial LLC

Minneapolis, MN

Specialties: Employee Financial Well-being, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Based Wealth Manager serving the Minneapolis & St. Paul, MN area and clients across the country

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.

Timothy Brown

CFP®, CFA, AIF®, MBA

Brown Wealth Management, LLC

Eden Prairie, MN

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

Tim Brown is an Minneapolis, MN Financial Advisor

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

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

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

I can work with clients anywhere!

Dana Menard

CFP®

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, Risk Tolerance Analysis

Fee-Only Financial Planner serving the Twin Cities metro area and virtually 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.

Roger Kruse

CFP®, ChFC®, EA

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

Jonathan Jaranson

CFP®

PrairieView Partners, LLC

St. 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

Joe Pitzl

CFP®

Pitzl Financial

Arden Hills, MN

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

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

Kathleen 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

Laurie Laner

CFP®, Certified Financial Transitionist®

Financial Designs, Inc.

Minneapolis, MN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Transition planning especially with women

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

St. 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

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

Thomas Alf

CFP®, CPA

Clerestory Advisors, Inc.

Mendota Heights, 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.

Eric Hutchens

CFP®, AIF®, MBA

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®

Wacek Financial Planning, LLC

Minneapolis, MN

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

Based in Minneapolis, but I utilize technology to serve clients across the US and around the world.

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

Bruce Primeau

Summit Wealth Advocates, LLC

Prior Lake, MN

Mary Bridget Handke

Birchwood Financial Partners, Inc.

Edina, MN

Steven Gilbertson

Accredited Investors Wealth Management?

Edina, MN

Janet Stanzak

Financial Empowerment, LLC

Bloomington, MN

Damian Winther

Birchwood Financial Partners, Inc.

Edina, MN

Christopher Revak

Your-Financial-Lifeguard Inc.

Prior Lake, MN

W. Alan Williams

Accredited Investors Wealth Management?

Edina, MN

Kari Cedergren

CFP®

Allodium Investment Consultants

Minneapolis, MN

Daniel Heiar

Mindful Asset Planning

Apple Valley, MN

Michael Helffrich

PFP Advisors, Inc.

Minneapolis, MN

David Bromelkamp

Allodium Investment Consultants

Minneapolis, MN

Kelly Pedersen

Caissa Wealth Strategies

Minneapolis, MN

JJ Sessions

The Planning Center

Maple Grove, MN

Rebecca Krieger

Accredited Investors Wealth Management?

Edina, MN

Matthew Goldade

Lexington Financial Advisors

New Prague, MN

Edward Schrotenboer

Ednomics Financial, LLC

Bloomington, MN

Gregory Zandlo

North East Asset Management

Minneapolis, MN

Ashley Murphy

Aret� Wealth Strategists

Minneapolis, MN

Robert Steffen

Robert Steffen & Associates

Bloomington, MN

Rebecca Sebastian

Mindful Asset Planning

Apple Valley, MN

Paul Wilson

Schwarz Dygos Wheeler IA

Minneapolis, MN

Ross Levin

Accredited Investors Wealth Management?

Edina, MN

Laura Seymour

TorchLight Advisors

Edina, MN

Rebecca Botzet

Summit Wealth Advocates, LLC

Long Lake, MN

Dana Brewer

Birchwood Financial Partners, Inc.

Edina, MN

Corey Purkat

Northwoods Financial Planning

Oakdale, MN

Kay Kramer

Birchwood Financial Partners, Inc.

Edina, MN

Mark Rekow

Rekow Management, LLC

Montevideo, MN

Anthony Rush

FFP Wealth Management

Minneapolis, MN

Kimberly Schwichtenberg

Silveroak Wealth Management, LLC

Edina, MN

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Plymouth, MN

Stephen Galligan

Galligan Financial Advisors

Eagan, MN

Jon Govin

Summit Wealth Advocates, LLC

Champlin, MN

Krista Winograd

CFP®

Aurochs Financial Group

Wayzata, MN

Jeffrey Drayton

Maple Grove, MN

Amber Miller

The Planning Center

Maple Grove, MN

Brian Lelen

Accredited Investors Wealth Management?

Edina, MN

Dan Hiebert

Oak Financial Planning, Inc.

Maple Grove, MN

Nancy Bergstrom

Be Financial Wealth Management, LLC

Minnetonka, MN

Rod Roath

Money Matters, Inc.

Minnetonka, MN

Colleen Weber

Colleen Weber CPA, LLC

Chanhassen, 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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