Fee-OnlyFinder

Financial planning in Minneapolis, MN

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

All 41

Access Financial Services, INC.1650 West 82nd Street, Suite 850 · Minneapolis, MN 55431 · (952) 885-2732 · Financial planningCRD 115361 · % of assets, Hourly charges, Fixed fees · $437.8 million AUMSEC registeredNo commissions reportedAdvanced Capital Group50 South Sixth Street, Suite 975 · Minneapolis, MN 55402 · (612) 230-3000 · Financial planningCRD 109673 · % of assets, Hourly charges, Fixed fees · $30.0 billion AUMSEC registeredNo commissions reportedAll Star Financial3800 American Blvd West, Suite 620 · Minneapolis, MN 55431 · (952) 896-3820 · Financial planningCRD 323765 · % of assets, Hourly charges, Fixed fees · $881.7 million AUMSEC registeredNo commissions reportedAllodium Investment Consultants, LLC500 Washington Avenue South, Suite 4400 · Minneapolis, MN 55415 · (612) 230-3700 · Financial planningCRD 135812 · % of assets, Hourly charges, Fixed fees · $576.8 million AUMSEC registeredNo commissions reportedAmeriprise Financial Services, LLC901 3rd Avenue South · Minneapolis, MN 55402 · (612) 671-3131 · Financial planningCRD 6363 · % of assets, Hourly charges, Fixed fees · $660.5 billion AUMSEC registeredNo commissions reportedCapital Management Associates INC7900 Xerxes Ave. S, Ste 500 · Minneapolis, MN 55431 · (952) 893-1200 · Financial planningCRD 105010 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedCliftonlarsonallen Wealth Advisors, LLC220 South 6th Street, Suite 300 · Minneapolis, MN 55402 · (612) 376-4777 · Financial planningCRD 38357 · % of assets, Hourly charges, Fixed fees · $14.4 billion AUMSEC registeredNo commissions reportedCompass Capital Management INC706 Second Avenue South, Suite 400 · Minneapolis, MN 55402 · (612) 338-4051 · Financial planningCRD 107823 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedCordis Financial, LLC3001 Broadway Street Ne, Suite 100 · Minneapolis, MN 55413 · (612) 268-2620 · Financial planningCRD 294766 · % of assets, Fixed fees · $360.7 million AUMSEC registeredNo commissions reportedDunnavan & CO.43 Main Street S.e., Suite 506 · Minneapolis, MN 55414 · (612) 630-1101 · Financial planningCRD 109058 · % of assets · $392.7 million AUMSEC registeredNo commissions reported
Element Squared Private Wealth60 South Sixth Street, Suite 2900 · Minneapolis, MN 55402 · (612) 325-5920 · Financial planningCRD 311284 · % of assets · $203.5 million AUMSEC registeredNo commissions reportedEpiq Partners, LLC2919 Knox Avenue South, Suite 200 · Minneapolis, MN 55408 · (612) 843-4800 · Financial planningCRD 165139 · % of assets, Fixed fees · $290.9 million AUMSEC registeredNo commissions reportedEqual Voices Wealth LLC121 Washington Ave. N, 2nd Floor · Minneapolis, MN 55401 · (507) 696-4496 · Financial planningCRD 304113 · % of assets, Hourly charges, Fixed fees · $59.0 million AUMState registeredNo commissions reportedEverest Financial Group701 Xenia Ave S, Suite 250 · Minneapolis, MN 55416 · (763) 923-7525 · Financial planningCRD 137260 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedFinancial Perspectives3300 Fernbrook Ln N, Suite 250 · Minneapolis, MN 55447 · (763) 553-7779 · Financial planningCRD 135549 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedFocus Financial1300 Godward Street Ne, Suite 5500 · Minneapolis, MN 55413 · (651) 631-8166 · Financial planningCRD 116140 · % of assets, Hourly charges, Fixed fees · $6.8 billion AUMSEC registeredNo commissions reportedFoundry Wealth Group1072 24th Ave Se Unit 1 · Minneapolis, MN 55414 · (612) 512-7507 · Financial planningCRD 340539 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedHays Financial Group, LLC901 S. Marquette Avenue, Suite 2820 · Minneapolis, MN 55402 · (612) 373-9863 · Financial planningCRD 306877 · % of assets, Hourly charges, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reportedLogan Park Wealth Management121 S. 8th Street, Suite 1110 · Minneapolis, MN 55402 · (612) 315-2105 · Financial planningCRD 299007 · % of assets, Fixed fees · $464.8 million AUMSEC registeredNo commissions reportedLottsa Financial Services, INC.400 19th Ave. So. · Minneapolis, MN 55454 · (612) 338-7487 · Financial planningCRD 118995 · % of assets, Hourly charges · $95.2 million AUMState registeredNo commissions reportedMsm Financial, LLC4999 France Ave South, Suite 245 · Minneapolis, MN 55410 · (612) 607-6594 · Financial planningCRD 298606 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reportedNepsis, INC.Two Meridian Crossings, Suite 400 · Minneapolis, MN 55423 · (952) 746-2003 · Financial planningCRD 141203 · % of assets, Hourly charges, Subscription fees · $344.5 million AUMSEC registeredNo commissions reportedNicollet Investment Management, INC.800 Washington Avenue North, Suite 150 · Minneapolis, MN 55401 · (612) 915-3033 · Financial planningCRD 109401 · % of assets, Hourly charges, Fixed fees · $557.4 million AUMSEC registeredNo commissions reportedNorthland Asset Management150 South 5th Street, Suite 3300 · Minneapolis, MN 55402 · (800) 851-2920 · Financial planningCRD 40258 · % of assets, Hourly charges, Fixed fees · $405.5 million AUMSEC registeredNo commissions reportedNorthrock Partners, LLC225 South Sixth Street, Suite 1400 · Minneapolis, MN 55402 · (612) 367-8800 · Financial planningCRD 167908 · % of assets, Fixed fees, Performance-based fees · $12.2 billion AUMSEC registeredNo commissions reportedPalisade Asset Management, LLC100 South Fifth Street, Suite 420 · Minneapolis, MN 55402 · (612) 455-2900 · Financial planningCRD 136089 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedParr McKnight Wealth Management Group333 S 7th Street, Suite 2370 · Minneapolis, MN 55402 · (612) 324-0240 · Financial planningCRD 330050 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedRedhawk Wealth Advisors, INC.8500 Normandale Lake Blvd, Suite 960 · Minneapolis, MN 55437 · (952) 835-4295 · Financial planningCRD 146616 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedRiverbridge80 South Eighth Street, Suite 1500 · Minneapolis, MN 55402 · (612) 904-6200 · Financial planningCRD 108074 · % of assets, Performance-based fees · $5.0 billion AUMSEC registeredNo commissions reportedS3, INC5354 Parkdale Drive, Suite 103 · Minneapolis, MN 55416 · (612) 929-7000 · Financial planningCRD 108401 · % of assets, Hourly charges · $88.8 million AUMState registeredNo commissions reportedSaffron Capital, LLC2836 Lyndale Ave South, Suite 260 · Minneapolis, MN 55408 · (612) 227-2485 · Financial planningCRD 306921 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedSchwarz Dygos Wheeler Investment Advisors LLC50 South 6th Street, Suite 1405 · Minneapolis, MN 55402 · (612) 355-4360 · Financial planningCRD 147384 · % of assets, Hourly charges, Fixed fees · $730.4 million AUMSEC registeredNo commissions reportedStrong Tower Advisory Services333 South 7th Street Suite 2100 · Minneapolis, MN 55402 · (612) 436-3750 · Financial planningCRD 315106 · % of assets, Hourly charges, Fixed fees · $759.2 million AUMSEC registeredNo commissions reportedTealwood Asset Management120 South 6th Street, Suite 1900 · Minneapolis, MN 55402 · (612) 340-0181 · Financial planningCRD 105245 · % of assets, Fixed fees · $365.4 million AUMSEC registeredNo commissions reportedThoughtful Financial Planning, LLC314 Clifton Avenue, Suite 105 · Minneapolis, MN 55403 · (612) 460-7355 · Financial planningCRD 171525 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedThrivent Advisor Network, LLC600 Portland Avenue South · Minneapolis, MN 55415 · (612) 844-8444 · Financial planningCRD 304569 · % of assets, Hourly charges, Fixed fees · $6.8 billion AUMSEC registeredNo commissions reportedThrivent Investment Management INC.600 Portland Avenue South · Minneapolis, MN 55415 · (800) 847-4836 · Financial planningCRD 18387 · % of assets, Fixed fees · $20.8 billion AUMSEC registeredNo commissions reportedUlland Investment Advisors, LLC4550 Ids Center, 80 S 8th Street · Minneapolis, MN 55402 · (612) 312-1400 · Financial planningCRD 109610 · % of assets · $442.9 million AUMSEC registeredNo commissions reportedVan Clemens Wealth Management, LLC900 2nd Avenue South, Suite 1500 · Minneapolis, MN 55402 · (612) 758-9140 · Financial planningCRD 297362 · % of assets, Hourly charges, Fixed fees · $470.4 million AUMSEC registeredNo commissions reportedWealthspring Advisors, LLC2116 Second Avenue South · Minneapolis, MN 55404 · (612) 746-1481 · Financial planningCRD 147063 · % of assets, Hourly charges, Fixed fees · $46.1 million AUMState registeredNo commissions reportedWhite Oaks Wealth Advisors, INC.5500 Wayzata Blvd, Suite 290 · Minneapolis, MN 55416 · (612) 455-6900 · Financial planningCRD 173522 · % of assets, Hourly charges, Fixed fees · $618.3 million AUMSEC registeredNo commissions reported