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Financial planning in Edina, MN

24 advisers in Edina offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 24

Abens Financial Services INC4926 Lincoln Drive · Edina, MN 55436 · (952) 933-9650 · Financial planningCRD 106604 · % of assets, Hourly charges, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedAccredited Investors Wealth Management5200 West 73rd Street · Edina, MN 55439 · (952) 841-2222 · Financial planningCRD 105439 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedAcumen Financial Advisors, LLC3601 West 76th Street, Suite 475 · Edina, MN 55435 · (952) 521-1625 · Financial planningCRD 152748 · % of assets, Hourly charges, Fixed fees · $465.2 million AUMSEC registeredNo commissions reportedAkm Advisory5200 Willson Road, Suite 150 · Edina, MN 55424 · (651) 329-9169 · Financial planningCRD 170187 · % of assets · $84.1 million AUMState registeredNo commissions reportedCahill Financial Advisors, INC.7261 Ohms Lane · Edina, MN 55439 · (952) 926-1659 · Financial planningCRD 109890 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedCardinal Wealth Advisors, L.L.C.7201 Ohms Lane, Suite 215 · Edina, MN 55439 · (952) 746-4700 · Financial planningCRD 134758 · % of assets, Fixed fees · $82.2 million AUMState registeredNo commissions reportedCfg Retirement4550 W 77th Street, Suite #380 · Edina, MN 55435 · (952) 657-7470 · Financial planningCRD 179516 · % of assets, Hourly charges · $241.0 million AUMSEC registeredNo commissions reportedContego Capital Group, INC.200 Southdale Center · Edina, MN 55435 · (952) 697-2579 · Financial planningCRD 128518 · % of assets, Fixed fees · $88.0 million AUMSEC registeredNo commissions reportedCornerstone Wealth Advisors, INC.3300 Edinborough Way, Suite 450 · Edina, MN 55435 · (952) 920-3900 · Financial planningCRD 124947 · % of assets, Fixed fees · $608.7 million AUMSEC registeredNo commissions reportedDsg Capital Advisors, LLC7760 France Avenue South, Suite 815 · Edina, MN 55435 · (612) 515-9900 · Financial planningCRD 332056 · % of assets, Hourly charges, Fixed fees · $780.3 million AUMSEC registeredNo commissions reported
Flourish Wealth Management INC.3300 Edinborough Way, Suite 420 · Edina, MN 55435 · (952) 392-4474 · Financial planningCRD 170591 · % of assets, Hourly charges, Fixed fees · $455.2 million AUMSEC registeredNo commissions reportedGraff Financial LLC4926 Lincoln Drive · Edina, MN 55436 · (612) 605-0664 · Financial planningCRD 154976 · % of assets, Hourly charges · $87.5 million AUMState registeredNo commissions reportedHolleyjo Wealth Advisors5201 Eden Avenue, Suite 300 · Edina, MN 55436 · (612) 284-2278 · Financial planningCRD 307642 · % of assets, Hourly charges, Fixed fees · $6.7 million AUMState registeredNo commissions reportedHyland Lake Partners7401 Metro Blvd, Suite 555 · Edina, MN 55439 · (952) 658-6226 · Financial planningCRD 332244 · % of assets, Fixed fees · $93.4 million AUMState registeredNo commissions reportedJosh Arnold Investment Consultant, LLC6800 France Avenue South,, #325 · Edina, MN 55435 · (952) 925-5608 · Financial planningCRD 163088 · % of assets, Hourly charges · $142.1 million AUMSEC registeredNo commissions reportedKubo Financial Planning and Investments, LLC200 Southdale Center · Edina, MN 55435 · (612) 702-8233 · Financial planningCRD 291436 · % of assets, Fixed fees, Performance-based fees · $31.2 million AUMState registeredNo commissions reportedLaurel Wealth Planning3300 Edinborough Way, Suite 790 · Edina, MN 55435 · (952) 854-6250 · Financial planningCRD 122035 · % of assets, Hourly charges · $453.6 million AUMSEC registeredNo commissions reportedPunch & Associates Investment Management, INC.7701 France Avenue South, #300 · Edina, MN 55435 · (952) 224-4350 · Financial planningCRD 117962 · % of assets, Fixed fees, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reportedSilveroak Wealth Management LLC3600 Minnesota Drive, Suite 860 · Edina, MN 55435 · (952) 896-5700 · Financial planningCRD 110532 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedThe Hatlestad Group5201 Eden Ave, Suite 300 · Edina, MN 55436 · (763) 259-3637 · Financial planningCRD 290435 · % of assets, Hourly charges, Fixed fees · $47.9 million AUMState registeredNo commissions reportedTorchlight Financial5201 Eden Avenue, Suite 300 · Edina, MN 55436 · (952) 847-7671 · Financial planningCRD 156559 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reportedTradition Wealth Management LLC7601 France Avenue South, Suite 100 · Edina, MN 55435 · (952) 563-6500 · Financial planningCRD 128314 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedTrailhead Planners, LLC5151 Edina Industrial Blvd., Suite 200 · Edina, MN 55439 · (503) 773-9682 · Financial planningCRD 284610 · % of assets, Hourly charges, Fixed fees · $188.4 million AUMSEC registeredNo commissions reportedVera Lake Capital, LLC4951 W. 77th St. Ste. 51 · Edina, MN 55435 · (612) 524-9165 · Financial planningCRD 341142 · % of assets, Fixed fees · $180.4 million AUMSEC registeredNo commissions reported