Fee-OnlyFinder

Advisers in Eden Prairie, MN

12 advisers in Eden Prairie — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (5)Flat / fixed fees (11)Retirement plan consulting (6)

All advisers

Abbey Street11095 Viking Drive, Suite 410 · Eden Prairie, MN 55344 · (952) 224-7272 · Financial planningCRD 305107 · % of assets, Fixed fees · $375.4 million AUMSEC registeredNo commissions reportedBoulay Wealth11095 Viking Drive, Suite 500 · Eden Prairie, MN 55344 · (952) 893-9320 · Financial planningCRD 111334 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedChristensen Group Financial, LLC9855 West 78th Street, Suite 100 · Eden Prairie, MN 55344 · (952) 653-1000 · Financial planningCRD 318144 · % of assets, Fixed fees · $24.8 million AUMSEC registeredNo commissions reportedFinancial Compass Corporation7510 Market Place Drive · Eden Prairie, MN 55344 · (952) 921-2121 · Financial planningCRD 134754 · % of assets, Hourly charges, Fixed fees · $34.9 million AUMState registeredNo commissions reportedGary L. Greenberg6955 Sand Ridge Road · Eden Prairie, MN 55346 · (612) 360-4557 · Financial planningCRD 108423 · % of assets, Fixed fees · $141.1 million AUMSEC registeredNo commissions reportedMurphy Pohlad Asset Management LLC7480 Flying Cloud Drive, Suite 120 · Eden Prairie, MN 55344 · (952) 948-2300 · Flat / fixed feesCRD 109973 · % of assets, Fixed fees · $639.7 million AUMSEC registeredNo commissions reportedProvenire Capital LLC9855 West 78th Street, Suite 300 · Eden Prairie, MN 55344 · (612) 913-4849 · Flat / fixed feesCRD 170390 · % of assets, Fixed fees, Performance-based fees · $75.3 million AUMState registeredNo commissions reportedStrategic Wealth Group7820 Terrey Pine CT, #200 · Eden Prairie, MN 55347 · (952) 843-4944 · Financial planningCRD 284430 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedThe Wealth Group - Austin B. Colby & Associates14850 Scenic Heights Road, Suite #100 · Eden Prairie, MN 55344 · (952) 937-9423 · Financial planningCRD 311385 · % of assets, Fixed fees · $711.0 million AUMSEC registeredNo commissions reportedTrustmerit Capital6640 Shady Oak Road, Suite 250b · Eden Prairie, MN 55344 · (952) 446-7616 · % of assets managedCRD 316575 · % of assets · $42.5 million AUMState registeredNo commissions reported
Twig Asset Management, LLC7300 Ontario Boulevard · Eden Prairie, MN 55439 · (612) 269-0899 · Financial planningCRD 165433 · % of assets, Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedUsadvisors Wealth Management, LLC15750 Venture Lane · Eden Prairie, MN 55344 · (952) 829-0000 · Financial planningCRD 158108 · % of assets, Hourly charges, Fixed fees · $483.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Eden Prairie? 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.