Fee-OnlyFinder

Advisers in Woodbury, MN

6 advisers in Woodbury — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (5)

All advisers

Enspyre Wealth Advisors, INC.724 Bielenberg Dr., Suite 144 · Woodbury, MN 55125 · (651) 203-7920 · Financial planningCRD 300992 · % of assets, Hourly charges, Fixed fees · $217.7 million AUMSEC registeredNo commissions reportedHammer Advisory Services, INC.2042 Wooddale Drive, Suite 250 · Woodbury, MN 55125 · (651) 357-5536 · Financial planningCRD 152914 · % of assets, Hourly charges, Fixed fees · $56.8 million AUMState registeredNo commissions reportedLegacy Wealth683 Bielenberg Drive, Suite 101 · Woodbury, MN 55125 · (651) 621-2383 · Financial planningCRD 306732 · % of assets, Fixed fees · $546.0 million AUMSEC registeredNo commissions reportedMinder Narusiewicz, INC.670 Commerce Drive, Suite 250 · Woodbury, MN 55125 · (651) 209-7699 · Financial planningCRD 115028 · % of assets, Hourly charges · $27.1 million AUMState registeredNo commissions reportedPine Grove Financial Group796 Bielenberg Dr., Suite 103 · Woodbury, MN 55125 · (651) 714-0323 · Financial planningCRD 308193 · % of assets, Fixed fees, Other · $1.5 billion AUMSEC registeredNo commissions reportedVip Financial Associates6053 Hudson Rd., Suite 201 · Woodbury, MN 55125 · (651) 777-9335 · Financial planningCRD 282344 · % of assets, Fixed fees · $60.0 million AUMState registeredNo commissions reported
Talking to advisers in Woodbury? 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.