Fee-OnlyFinder

Flat / fixed fees in Minnetonka, MN

11 advisers in Minnetonka offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 11

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 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 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 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 reported