Fee-OnlyFinder

Advisers in Bloomington, MN

24 advisers in Bloomington — 24 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (14)Flat / fixed fees (17)% of assets managed (22)Retirement plan consulting (4)

All advisers

Bane O'Leary LLC8000 Norman Center Drive, Suite 230 · Bloomington, MN 55437 · (952) 236-4213 · Financial planningCRD 286450 · % of assets, Hourly charges, Fixed fees · $85.3 million AUMState registeredNo commissions reportedBarrington Capital Management, INC.3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (952) 835-1000 · Financial planningCRD 115603 · % of assets, Hourly charges, Fixed fees · $11.9 million AUMState registeredNo commissions reportedBgm Wealth Management7900 International Drive, Suite 800 · Bloomington, MN 55425 · (952) 844-2500 · Financial planningCRD 110483 · % of assets, Hourly charges, Fixed fees · $517.5 million AUMSEC registeredNo commissions reportedBirchwood Financial Partners, INC.5601 Green Valley Dr., Suite 600 · Bloomington, MN 55437 · (952) 885-9088 · Financial planningCRD 169962 · % of assets, Hourly charges, Fixed fees · $853.2 million AUMSEC registeredNo commissions reportedBoyum Wealth Architects LLC3050 Metro Drive, Suite 200 · Bloomington, MN 55425 · (651) 289-6444 · Financial planningCRD 161261 · % of assets, Hourly charges, Fixed fees · $564.0 million AUMSEC registeredNo commissions reportedBps Capital Management, INC.7900 International Drive, Suite 1050 · Bloomington, MN 55425 · (952) 893-0177 · Financial planningCRD 120006 · % of assets, Fixed fees, Other · $3.1 billion AUMSEC registeredNo commissions reportedCaissa Wealth Strategies7825 Washington Ave S., Suite 725 · Bloomington, MN 55439 · (612) 426-6007 · Financial planningCRD 150458 · % of assets, Fixed fees · $297.0 million AUMSEC registeredNo commissions reportedCedar Cove Wealth Partners7900 Xerxes Ave S, Suite 1750 · Bloomington, MN 55431 · (952) 358-3456 · Financial planningCRD 336245 · % of assets, Hourly charges, Fixed fees · $455.0 million AUMSEC registeredNo commissions reportedCenturion Financial Strategies LLC3600 American Blvd W Suite 655 · Bloomington, MN 55431 · (612) 284-2409 · Financial planningCRD 316454 · % of assets, Hourly charges · $78.5 million AUMState registeredNo commissions reportedClerestory Advisors, INC3001 Metro Drive, Suite 220 · Bloomington, MN 55425 · (651) 209-2610 · Financial planningCRD 148264 · Fixed fees · $99.6 million AUMState registeredNo commissions reported
Fbd Asset Mgmt7760 France Avenue South, Suite 925 · Bloomington, MN 55435 · (866) 404-0089 · % of assets managedCRD 307216 · % of assets · $76.8 million AUMSEC registeredNo commissions reportedFiduciary Wealth3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (612) 234-7233 · % of assets managedCRD 164702 · % of assets · $16.1 million AUMState registeredNo commissions reportedGuzek Asset Management1650 West 82nd St., Ste. 650 · Bloomington, MN 55431 · (952) 853-2234 · Financial planningCRD 139486 · Hourly charges, OtherState registeredNo commissions reportedJnba Financial Advisors, LLC8500 Normandale Lake Blvd, Suite 450 · Bloomington, MN 55437 · (952) 844-0995 · Financial planningCRD 106550 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedNaylor Asset Management, LLC3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (612) 940-0901 · Financial planningCRD 179536 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedPeak Financial Consulting, INC.1650 West 82nd Street, Suite 870 · Bloomington, MN 55431 · (952) 303-8200 · Financial planningCRD 291860 · % of assets, Fixed fees · $132.3 million AUMSEC registeredNo commissions reportedPetros Family Wealth, LLC8500 Normandale Lake Blvd, Suite 850 · Bloomington, MN 55437 · (612) 643-9995 · Financial planningCRD 324059 · % of assets, Fixed fees, Other · $341.6 million AUMSEC registeredNo commissions reportedPsc Financial LLC7900 International Drive, Suite 1075 · Bloomington, MN 55425 · (952) 777-3955 · Financial planningCRD 172054 · % of assets · $135.1 million AUMSEC registeredNo commissions reportedSummit Advisor Group3601 Minnesota Dr, Suite 960 · Bloomington, MN 55435 · (612) 474-0739 · Financial planningCRD 324490 · % of assets · $46.5 million AUMState registeredNo commissions reportedTrademark Financial Management, LLC7825 Washington Ave South, 410 · Bloomington, MN 55439 · (952) 358-3395 · Hourly feesCRD 116543 · % of assets, Hourly charges, Fixed fees · $293.4 million AUMSEC registeredNo commissions reportedTrumix Advisors3800 American Boulevard West, Suite 350 · Bloomington, MN 55431 · (952) 222-8286 · Financial planningCRD 310222 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reportedWebb Financial Group8120 Penn Avenue South, Suite 177 · Bloomington, MN 55431 · (952) 837-3200 · Financial planningCRD 106617 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedWhite Pine Capital LLC3800 American Blvd West, Suite 645 · Bloomington, MN 55431 · (612) 376-9765 · Flat / fixed feesCRD 108417 · % of assets, Fixed fees · $430.6 million AUMSEC registeredNo commissions reportedWisdom Wealth Management3800 American Blvd. West, Suite 920 · Bloomington, MN 55431 · (952) 800-4996 · Financial planningCRD 332421 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reported
Talking to advisers in Bloomington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.