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:

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

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!

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.

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

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

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.

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

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.

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

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.

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

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

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

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

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.

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!

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

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

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

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!

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!

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!

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.

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!

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.

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

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

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

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!

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

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.

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

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

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

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.

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

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

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.

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

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

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.

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

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

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

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

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

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.

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

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.

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

Grant Meyer

GTS Financial

Bloomington, MN

Todd Moritz

CFP®, CPA/PFS

White Turf Financial

St Paul, MN

Trevor Ausen

Mindful Asset Planning

Apple Valley, MN

Jeremy Heckman

Accredited Investors Wealth Management®

Edina, MN

Steven Gilbertson

Accredited Investors Wealth Management®

Edina, MN

Stephen Galligan

Galligan Financial Advisors

Eagan, MN

Steve Drost

CFA®, CFP®

Drost Financial

Minneapolis, MN

Anita Kalafut

Summit Wealth Advocates, LLC

Coon Rapids, MN

Derek Hagen

CFP®

Fireside Financial

Minnetonka, MN

Daniel Gilbert

Mosaic

Little Canada, MN

Tyler Engbrecht

GTS Financial

Bloomington, MN

Brendan Roath

Money Matters, Inc.

Minnetonka, MN

Roger Peterson

MBA

Garrett Investment Advisors, LLC

Hastings, MN

Ross Levin

Accredited Investors Wealth Management®

Edina, MN

Konnor Tranoris

Wealth Den Financial

Mound, MN

Christopher Mastley

JNBA Financial Advisors

Minneapolis, MN

Derek Ketcho

JNBA Financial Advisors

Minneapolis, MN

Mark Brice

Mindful Asset Planning

Apple Valley, MN

Nancy Bergstrom

Be Financial Wealth Management, LLC

Minnetonka, MN

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

Plymouth, MN

Samir Bushra

No B.S. Advising

Savage, MN

Elise Huston

JNBA Financial Advisors

Minneapolis, MN

Scott Oeth

Cahill Financial Advisors, Inc.

Edina, MN

Stacy Friedges

CFP®

JNBA Financial Advisors

Minneapolis, MN

Rebecca Krieger

Accredited Investors Wealth Management®

Edina, MN

Patrick Moyneur

JNBA Financial Advisors

Minneapolis, MN

Lindy Venustus

Create, LLC

Bloomington, MN

RJ Devick

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Kathleen Nelson

Silveroak Wealth Management, LLC

Edina, MN

Rebecca (Becky) Sebastian

CFP®, CDFA®

Mindful Asset Planning

Apple Valley, MN

James Bryan

CFP®, ChFC®

Cahill Financial Advisors, Inc.

Chaska, MN

W. Alan Williams

Accredited Investors Wealth Management®

Edina, MN

Corey Purkat

Northwoods Financial Planning

Oakdale, MN

Lee Ryan

Mindful Asset Planning

Apple Valley, MN

Anne Ward

CFP®, AIF®, CRPC®, MPAS®

Laurel Wealth Planning

Edina, MN

Janet Stanzak

Financial Empowerment, LLC

Burnsville, MN

Stephen Dygos

CFP®, CPWA®

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN

Gregory Zandlo

North East Asset Management

Minneapolis, MN

Nick Scheibel

JNBA Financial Advisors

Minneapolis, MN

Johannes Fure

CFP®

Fure Financial Corporation

Bloomington, MN

Scott Jensen

Renovate Financial Planning

Blaine, MN

Andrew Feterl

CFP®

Bond&Devick Wealth Partners

Saint Louis Park, MN

Brian Jones

NextGen Financial Advice

Burnsville, MN

Noel Silker

JNBA Financial Advisors

Minneapolis, MN

Rod Roath

Money Matters, Inc.

Minnetonka, MN

Stephanie Rossi

JNBA Financial Advisors

Minneapolis, MN

Adolfo Sotomayor

First Things First Financial Planning

Apple Valley, MN

Nick Augustin

Mindful Asset Planning

Apple Valley, MN

Daniel Heiar

Mindful Asset Planning

Apple Valley, MN

Matthew Paulson

Voyageur Capital Advisors LLC

Eden Prairie, MN

Jackson Potter

Summit Wealth Advocates, LLC

St Louis Park, MN

Sam Rouman

BerganKDV Wealth Management, LLC

Bloomington, MN

Jeff Burke

7th Street Financial

Eden Prairie, MN

Richard Hall

CFP®

Pitzl Financial

Arden Hills, MN

Laura Seymour

CFP®

TorchLight Financial

Edina, MN

Mark Rekow

Rekow Management, LLC

Montevideo, MN

Lucas Traxler

CFP®

JNBA Financial Advisors

Minneapolis, MN

Joe Downes

CFP®, MBA

Integrity Wealth

Eden Prairie, MN

Ashley Murphy

CFP®, AIF®

Areté Wealth Strategists

Minneapolis, MN

Cheryl Ober

MBA, CFP®

Garrett Investment Advisors, LLC

Minneapolis, MN

Daniel Slagle

CFP®

Fyooz Financial Planning

Rochester, 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.


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