Fee-OnlyFinder

Advisers in Minnetonka, MN

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

Financial planning (17)Hourly fees (9)Flat / fixed fees (11)% of assets managed (23)Retirement plan consulting (7)

All advisers

48 Peaks Wealth Advisors LLC10400 Yellow Circle Drive, #102 · Minnetonka, MN 55343 · (952) 252-0916 · % of assets managedCRD 313956 · % of assets, Other · $7.2 million AUMState registeredNo commissions reportedAdams-Hansen & Associates13911 Ridgedale Drive, Suite 170 · Minnetonka, MN 55305 · (952) 224-9085 · Financial planningCRD 156719 · % of assets, Hourly charges, Fixed fees · $66.3 million AUMState registeredNo commissions reportedAdvisornet Wealth Partners110 Cheshire Lane, Suite 200 · Minnetonka, MN 55305 · (612) 347-8600 · Financial planningCRD 113074 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedBluestem Wealth Partners, LLC13100 Wayzata Blvd., Suite #140 · Minnetonka, MN 55305 · (612) 464-0372 · Financial planningCRD 324489 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCherry Tree Wealth Management, LLC301 Carlson Parkway, Suite 103 · Minnetonka, MN 55305 · (952) 893-9012 · Financial planningCRD 151406 · % of assets · $673.5 million AUMSEC registeredNo commissions reportedDorn & CO., INC.601 Carlson Parkway, Suite 1050 · Minnetonka, MN 55305 · (952) 449-3019 · % of assets managedCRD 2950 · % of assets · $61.4 million AUMState registeredNo commissions reportedDuval Investment Group110 Cheshire Lane, Suite 390 · Minnetonka, MN 55305 · (952) 905-3643 · Financial planningCRD 166887 · % of assets, Hourly charges, Fixed fees · $109.5 million AUMState registeredNo commissions reportedE-Wealth Partners12301 Whitewater Dr., Suite 40 · Minnetonka, MN 55343 · (952) 800-2121 · Financial planningCRD 327053 · % of assets, Hourly charges, Fixed fees · $218.7 million AUMSEC registeredNo commissions reportedFidere Advisors13100 Wayzata Blvd, Suite 330 · Minnetonka, MN 55305 · (833) 234-3373 · Financial planningCRD 312675 · % of assets, Hourly charges, Subscription fees · $24.5 million AUMState registeredNo commissions reportedLongship Advisers, LLC16465 Eagle Ridge Dr · Minnetonka, MN 55345 · (612) 240-6940CRD 114094 · OtherState registeredNo commissions reported
Lundeen Abrams Advisors, LLC13100 Wayzata Blvd, Suite 360 · Minnetonka, MN 55305 · (952) 933-8489 · Financial planningCRD 310589 · % of assets, Fixed fees · $21.0 million AUMState registeredNo commissions reportedMarks Group Wealth Management, INC.4350 Baker Road, Suite 245 · Minnetonka, MN 55343 · (952) 582-6100 · Financial planningCRD 148679 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedMarquette Wealth Management11100 Wayzata Blvd., Suite 560 · Minnetonka, MN 55305 · (612) 661-3770 · Financial planningCRD 282482 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedMoney Matters12800 Whitewater Drive, Suite 100 · Minnetonka, MN 55343 · (952) 935-0707 · Financial planningCRD 121795 · % of assets · $24.6 million AUMState registeredNo commissions reportedNavista Wealth Management, INC.10900 Wayzata Blvd., Suite 720 · Minnetonka, MN 55305 · (612) 315-2400 · Financial planningCRD 332373 · % of assets, Hourly charges, Fixed fees · $709.6 million AUMSEC registeredNo commissions reportedOakfort Wealth Partners12800 Whitewater Drive, Suite 100 · Minnetonka, MN 55343 · (612) 232-7567 · Financial planningCRD 169340 · % of assets, Hourly charges, Fixed fees · $2.4 million AUMState registeredNo commissions reportedQuantitative Asset Management, LLC4350 Baker Road, Suite 160 · Minnetonka, MN 55343 · (952) 476-7855 · % of assets managedCRD 143279 · % of assets · $187.4 million AUMSEC registeredNo commissions reportedRegan Investments, INC.601 Carlson Parkway, Suite 1050 · Minnetonka, MN 55305 · (952) 473-1080 · % of assets managedCRD 121868 · % of assets · $67.0 million AUMState registeredNo commissions reportedSpeece Thorson Capital Group INC601 Carlson Parkway, Suite 850 · Minnetonka, MN 55305 · (612) 338-4649 · % of assets managedCRD 106052 · % of assets · $469.0 million AUMSEC registeredNo commissions reportedStrategic Financial Planning, INC.601 Carlson Parkway Suite 1050 · Minnetonka, MN 55305 · (952) 475-6311 · Financial planningCRD 121007 · % of assets, Hourly charges · $6.3 million AUMState registeredNo commissions reportedSymmetric Advisors INC13911 Ridgedale Dr, Suite 250 · Minnetonka, MN 55305 · (952) 541-1605 · % of assets managedCRD 110105 · % of assets · $22.7 million AUMState registeredNo commissions reportedThe Advocate Group, LLC701 Carlson Parkway, Suite 520 · Minnetonka, MN 55305 · (952) 693-2630 · Financial planningCRD 155270 · % of assets, Fixed fees · $809.9 million AUMSEC registeredNo commissions reportedTwele Capital Management, INC.5601 Smetana Drive, Suite 707 · Minnetonka, MN 55343 · (952) 887-9253 · Financial planningCRD 130239 · % of assets, Hourly charges · $578.5 million AUMSEC registeredNo commissions reportedWealth Planning Group LLC12800 Whitewater Drive, Suite 100 · Minnetonka, MN 55343 · (612) 419-9956 · Financial planningCRD 281902 · % of assets · $38.7 million AUMState registeredNo commissions reported
Talking to advisers in Minnetonka? 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.