Fee-Only Financial Planners in Rochester, MN

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 Rochester, MN:

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.

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.

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

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

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

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.

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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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