Fee-OnlyFinder

Advisers in Saint Paul, MN

5 advisers in Saint Paul — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Azure Wealth Management223 Walnut Street · Saint Paul, MN 55102 · (651) 300-2456 · Financial planningCRD 172677 · % of assets, Hourly charges · $30.7 million AUMState registeredNo commissions reportedGreater Midwest Financial Group, LLC3222 Rice St. · Saint Paul, MN 55126 · (651) 490-9790 · Financial planningCRD 324387 · % of assets, Fixed fees · $589.3 million AUMSEC registeredNo commissions reportedQuarry Hill Advisors550 Vandalia Street, Suite 311 · Saint Paul, MN 55114 · (612) 440-0318 · Financial planningCRD 288334 · % of assets, Hourly charges, Fixed fees · $394.8 million AUMSEC registeredNo commissions reportedTwin Arbor Wealth Management LLC1595 Selby Ave, Suite 212 · Saint Paul, MN 55104 · (651) 237-8686 · Financial planningCRD 341900 · % of assets, Fixed fees · $6.3 million AUMState registeredNo commissions reportedU.S. Bancorp Advisors, LLC60 Livingston Ave, Ep-Mn-N2wc · Saint Paul, MN 55107 · (800) 888-4700 · Financial planningCRD 14455 · % of assets, Other · $1.8 billion AUMSEC registeredNo commissions reported
Talking to advisers in Saint Paul? 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.