Fee-OnlyFinder

Advisers in St. Paul, MN

11 advisers in St. Paul — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (4)Flat / fixed fees (10)Retirement plan consulting (3)

All advisers

Bright Angel Advisors LLC3900 Northwoods Dr., Suite 350 · St. Paul, MN 55112 · (612) 372-0090 · Flat / fixed feesCRD 311704 · % of assets, Fixed fees · $224.1 million AUMSEC registeredNo commissions reportedEndurance Financial Group3475 Willow Lake Boulevard, Suite 400 · St. Paul, MN 55110 · (651) 605-2318 · Financial planningCRD 310307 · % of assets, Fixed fees · $18.1 million AUMState registeredNo commissions reportedFiduciary Counselling INC30 East 7th Street, Suite 2000 · St Paul, MN 55101 · (651) 228-0935 · Financial planningCRD 104753 · % of assets, Fixed fees · $10.1 billion AUMSEC registeredNo commissions reportedHeritage Capital Advisors, LLC3900 Northwoods Drive, Suite 315 · St Paul, MN 55112 · (612) 272-2913 · Flat / fixed feesCRD 115308 · % of assets, Fixed fees · $88.5 million AUMState registeredNo commissions reportedHighmark Wealth Management LLC944 Inwood Ave N · St. Paul, MN 55128 · (651) 829-3300 · Financial planningCRD 164790 · % of assets, Hourly charges, Fixed fees · $611.7 million AUMSEC registeredNo commissions reportedKnox Avenue Financial Corp.380 St. Peter Street, Suite 742 · St. Paul, MN 55102 · (952) 426-4352 · Financial planningCRD 289094 · % of assets, Fixed fees · $144.7 million AUMSEC registeredNo commissions reportedMairs & Power30 E 7th Street, Suite 2500 · St. Paul, MN 55101 · (651) 222-8478 · Financial planningCRD 110351 · % of assets, Fixed fees, Performance-based fees · $12.1 billion AUMSEC registeredNo commissions reportedR.m. Shannon Wealth Management, LLC1595 Selby Avenue, Suite 302 · St. Paul, MN 55104 · (651) 321-4620 · Financial planningCRD 290718 · % of assets, Hourly charges, Fixed fees · $31.0 million AUMState registeredNo commissions reportedStonebridge Capital Advisors LLC2550 University Avenue West, Suite 455-S · St. Paul, MN 55114 · (651) 251-1000 · Financial planningCRD 111447 · % of assets · $2.5 billion AUMSEC registeredNo commissions reportedWilkinson Capital Management, LLC4517 Allendale Drive · St. Paul, MN 55127 · (651) 330-8552 · Financial planningCRD 284315 · % of assets, Hourly charges, Fixed fees · $97.0 million AUMState registeredNo commissions reportedWinter & Associates, INC.964 Grand Avenue · St. Paul, MN 55105 · (651) 414-5000 · Financial planningCRD 310349 · % of assets, Hourly charges, Fixed fees · $179.7 million AUMSEC registeredNo commissions reported
Talking to advisers in St. 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.