Fee-OnlyFinder

Advisers in Long Lake, MN

2 advisers in Long Lake — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Liv Wealth Management1850 W. Wayzata Blvd, Suite 240 · Long Lake, MN 55356 · (612) 940-0908 · Financial planningCRD 334397 · % of assets, Hourly charges, Fixed fees · $11.7 million AUMState registeredNo commissions reportedParatus Wealth Management, LLC1850 W Wayzata Blvd, Suite 260 · Long Lake, MN 55356 · (952) 345-6895 · Financial planningCRD 137103 · % of assets, Hourly charges, Fixed fees · $72.0 million AUMState registeredNo commissions reported
Talking to advisers in Long Lake? 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.