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Financial planning in Minnetonka, MN

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

All 17

Adams-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 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 reportedLundeen 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 reported
Money 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 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 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