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Advisers in Wayzata, MN

10 advisers in Wayzata — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (3)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

360 Financial849 Lake Street East · Wayzata, MN 55391 · (952) 542-8900 · Financial planningCRD 168600 · % of assets, Hourly charges, Fixed fees · $700.5 million AUMSEC registeredNo commissions reportedAcm801 Twelve Oaks Center Drive, Suite 817 · Wayzata, MN 55391 · (612) 217-1143 · Flat / fixed feesCRD 285739 · % of assets, Fixed fees · $231.2 million AUMSEC registeredNo commissions reportedBannerstone Capital328 Barry Avenue South, Suite 210 · Wayzata, MN 55391 · (952) 249-8888 · Financial planningCRD 147447 · % of assets · $155.3 million AUMSEC registeredNo commissions reportedFiat Wealth Management1905 Wayzata Blvd, Suite 320 · Wayzata, MN 55391 · (952) 426-9116 · Financial planningCRD 318201 · % of assets, Hourly charges, Fixed fees · $517.4 million AUMSEC registeredNo commissions reportedMinneapolis Portfolio Management Group, LLC3620 County Road 101 S. · Wayzata, MN 55391 · (612) 334-2000 · % of assets managedCRD 129963 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedPack Private Wealth, LLC1905 Wayzata Blvd., Suite 320 · Wayzata, MN 55391 · (952) 563-9811 · Financial planningCRD 310523 · % of assets · $326.2 million AUMSEC registeredNo commissions reportedPerceptive Edge Investment Management, INC.15600 Wayzata Blvd., Suite 101 · Wayzata, MN 55391 · (952) 476-2770 · Financial planningCRD 119436 · % of assets, Hourly charges, Fixed fees · $505.0 million AUMSEC registeredNo commissions reportedPerkins Capital Management INC730 Lake Street East · Wayzata, MN 55391 · (952) 473-8367 · % of assets managedCRD 105028 · % of assets · $147.8 million AUMSEC registeredNo commissions reportedRocket Capital Management, L.L.C.319 Barry Avenue South, Suite 210 · Wayzata, MN 55391 · (952) 476-1062 · % of assets managedCRD 128077 · % of assets, Performance-based fees · $32.4 million AUMState registeredNo commissions reportedSomerset Group LLC15600 Wayzata Blvd, Suite 304 · Wayzata, MN 55391 · (952) 681-7254 · Financial planningCRD 160282 · % of assets · $145.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Wayzata? 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.