Fee-OnlyFinder

Advisers in Red Wing, MN

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

All advisers

Aegis Investment Management, LLC406 Main Street, Ste B · Red Wing, MN 55066 · (612) 875-0105 · Financial planningCRD 300985 · % of assets, Fixed fees · $14.3 million AUMState registeredNo commissions reportedExcel Financial, LLC321 Main Street · Red Wing, MN 55066 · (651) 388-6441 · Financial planningCRD 145301 · % of assets, Hourly charges, Fixed fees · $404.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Red Wing? 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.