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Financial planning in Wayzata, MN

6 advisers in Wayzata offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

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 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 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 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