What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Minnesota area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
- Apple Valley, MN
- Arden Hills, MN
- Blaine, MN
- Bloomington, MN
- Brainerd, MN
- Brooklyn Park, MN
- Burnsville, MN
- Chanhassen, MN
- Chaska, MN
- Coon Rapids, MN
- Duluth, MN
- Eagan, MN
- Eden Prairie, MN
- Edina, MN
- Golden Valley, MN
- Hastings, MN
- Hopkins, MN
- Hutchinson, MN
- Lakeville, MN
- Maple Grove, MN
Every Minnesota Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Daniel Slagle
CFP®
Fyooz Financial Planning
Minneapolis, MN
Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients across the country.
Ben Wacek
CFP®, CKA®
Guide Financial Planning, LLC.
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Based in Minneapolis, I utilize technology to serve clients without asset minimums across the US and around the world.
Kathy Longo
CFP®, CAP®, CDFA®
Flourish Wealth Management®
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Edina, MN and Serving Clients Nationwide
Bill Mulvahill
CFP®, CPA, MBT
Trailhead Planners, LLC
Edina, MN
Specialties: Wealth Management for Entrepreneurs, Tax Planning, Business Exit Planning, Business Valuation
Fee-Only financial planner located in Minneapolis, MN, serving clients in the Minneapolis area and across the country
Rachel Infante
CFP®, CSRIC®, CDFA®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Derek Delaney
CFP®, ChFC®, EA, CSLP®
PharmD Financial Planning LLC
Owatonna, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Owatonna, MN, serving clients locally and across the country
Jeffrey Drayton
CFP®, CDFA®
Jeffrey A. Drayton Financial Group, Inc.
Maple Grove, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Planning
CFP®, CDFA®; working with clients in the Twin Cities, greater Minnesota, and in other areas where exempted, Jeffrey A. Drayton Financial Group, Inc., provides Fee-Only financial planning and wealth management to people from all walks of life.
Mitchell J. Thompson
CFP®, CDFA®, ChSNC®, AEP®
MJT & Associates Financial Advisory Group
Montevideo, MN
Specialties: Comprehensive Holistic Planning, Retirement Income Planning, Tax Planning, Investment & Wealth Management, Divorce Planning, Special Needs Planning, Business Succession Planning
Our financial advisors collaborate with small business owners, retirees and pre-retirees, and families in transition with expertise in divorce and special needs planning.
Derek Van Calligan
CFP®, AIF®, CIMA®, RICP®, CSRIC®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Kelly Pedersen
CFP®, CDFA®
Caissa Wealth Strategies
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Located in Minneapolis, MN, CAISSA serves clients who wish to align their personal values with their wealth plan. We currently accept clients both locally and across the country.
Amber Miller
CFP®, EA, CSRIC®
Rising Financial
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Values-aligned Money Planning, Sustainable Investing, Retirement Income Planning, Tax Planning, College Education Planning, Cash Flow Planning, Investment Management
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Sue Isaacson
CFP®, CPA (Inactive), JD, LLM, PFS
Credent Wealth Management
Bloomington, MN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Creating and managing employee and personal retirement plans, Employee benefit plan analysis, Liquidity and debt structure analysis, Strategies for medical professionals
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Joe Pitzl
CFP®
Pitzl Financial
Arden Hills, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Executive Stock Plans
Fee-Only Financial Planner serving the greater Minneapolis and St. Paul, MN area
Peter Melsness
CFP®
Superior Financial, LLC
Rochester, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
CERTIFIED FINANCIAL PLANNER™ and Fee-Only advisor serving clients in Rochester, MN and across the country since 2008.
Ryan Nelson
CPA, CFP®, MBA, MS
RLN Wealth
Plymouth , MN
Specialties: Equity Compensation Planning, Tax Planning, Financial Independence Planning, Investment Management, Education Planning, Life Planning, Insurance and Estate Planning, Accumulation & Savings Strategies, Debt Management
Modern, life-centered financial planning and investment management for mid to late -career professionals with equity compensation.
David Bromelkamp
BCF™, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Elizabeth Alf
CFP®
Clerestory Advisors, Inc.
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Bloomington, MN, serving clients locally and across the country
Tony Madsen
CFP®
NewLeaf Financial Guidance
Redwood Falls, MN
Specialties: Cash Flow, Saving Strategies, Investment Management, Tax Planning, Student Loan
Tony Madsen is a fee-only financial planner in Redwood Falls, Minnesota, serving clients from Sioux Falls to Minneapolis. NewLeaf Financial Guidance specializes in cash flow planning for mid-career (typically age 30-50) 1099 income earners.
Bridget Handke
CFP®, CAP®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Anthony Rush
FFP Wealth Management
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Timothy Brown
CFP®, CFA®, AIF®, RICP®, MBA
Brown Wealth Management, LLC
Eden Prairie, MN
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate and Legacy Planning
Fee-Only Financial Planner Located in Eden Prairie, MN and Serving Clients Nationwide
Kyle Moore
CFP®
Quarry Hill Advisors
Saint Paul, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in St. Paul, MN, serving clients locally and across the country
Dana Menard
CFP®, RLP®, CEPA®, CDAA™
Twin Cities Wealth Strategies, Inc.
Maple Grove, MN
Specialties: Comprehensive Financial Planning, Wealth Management, College Planning & Student Loan Management, Retirement & Social Security Income Planning, Tax, Estate, and Philanthropy Planning, Digital Assets, Risk Tolerance Analysis
Fee-Only Financial Planner serving the Twin Cities metro area and virtually across the country!
Steven Zimmerman
CFP®, ChFC®
Mindful Asset Planning
Apple Valley, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Apple Valley, MN, serving clients locally and across the country
Eric Simonson
CFP®, CRPC™®, CLTC®
Abundo Wealth
Minneapolis, MN
Specialties: Comprehensive Financial Planning, College Education Planning, Travel Advice, Goal Planning & Development, Cash Flow & Budgeting
We charge a transparent start-up fee and a flat monthly subscription for our services and nothing more. We serve individuals and families all across the country!
Greg Betlach
AAMS™, CFP®, ChFC®, CLU®, CRPC™, RICP®
Credent Wealth Management
Bloomington, MN
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Natalie Slagle
CFP®
Fyooz Financial Planning
Minneapolis, MN
Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients locally and virtually across the country.
Kayla Berceau
CFP®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Saul Baumann
CFP®, AIF®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Grant Meyer
CFP®, BFA
TruMix Advisors
Bloomington, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
No jargon here, just straightforward advice! I'm a CERTIFIED FINANCIAL PLANNER™ and work with clients on a transparent, flat monthly fee basis. TruMix Advisors serves clients across the nation virtually and locally in the Twin Cities metro area.
Sarah Kang
CFP®
UAK Diversified Wealth Management
Minnetonka, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Saint Paul, MN, and Rochester, MN serving clients locally and across the country
Mark Struthers
CFP®, CFA®, CRC®
Sona Wealth
Edina, MN
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.
Lauri Salverda
CFP®, CFA®, AIF®
Castle Rock Financial Planning, Inc.
Mendota Heights, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only financial planner located in St. Paul, MN and serving the entire region
Tiffany Brynteson-Johnson
CRPC®
FFP Wealth Management
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee Only Financial Planner Located in Minneapolis and St. Cloud, MN and Serving Clients Nationwide
Josh Wolberg
CFP®, RICP®, MBA
Great River Financial
Golden Valley, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming Strategies, Tax Planning, Investment Management
Fee-Only financial planner located in Golden Valley, MN, serving clients locally and across the country
Kimberly Hamlin
CFP®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Nicholas Tilli
CFP®
Grounded Wealth
Minnetonka, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation
Financial Planning for the Common Sense Millionaire. Located in Minneapolis, MN Serving Clients in the Midwest and Across the Country.
Laura Bereiter
CPA, PFS™, CFP®
White Oaks Wealth Advisors
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Tax Optimization, Equity Compensation, Retirement Modeling, Savings Strategies, Wealth Transfer Planning
Fee-only financial advisor located in Minneapolis, MN, serving clients locally, in Sarasota, FL, and across the country
Michael Branham
CFP®
The Planning Center
Maple Grove, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Ben Smith
CFP®, CSRIC®™®
Cove Financial Planning, LLC
Wayzata, MN
Specialties: Comprehensive Financial Planning, Socially Responsible Investing (SRI), Cash Flow and Budgeting, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients locally and virtually across the country with no account minimums.
JJ Sessions
CFP®
The Planning Center
Minneapolis, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Matt Elliott
CFP®, CSLP®
Pulse Financial Planning
Rochester, MN
Specialties: Comprehensive Financial Planning, 403(b) and Pension Analysis, Investment Management, College Education Planning, Student Loans, Tax Efficiency
Fee-Only financial planner located in Rochester, MN, serving clients locally and across the country
Dana Brewer
CFP®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Kimmie Andrews
CFP®, CDFA®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Financial Planning, Investment Management, College Education Planning, Tax Planning, Sustainable, Responsible, Impact Investing
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Ryan Shannon
CFP®
R.M. Shannon Wealth Management, LLC
Saint Paul, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Planning
Fee-Only financial planner located in Saint Paul, MN, serving clients locally and across the country
Eric Hutchens
CFP®, AIF®, CFA®
Allodium Investment Consultants
Minneapolis, MN
Specialties: Investment Management, Wealth Management, Financial Planning, Fiduciary Consulting, Fiduciary Management
~ Passionately Independent Advice ~ Fee-Only, Fiduciary, and Independent wealth management firm located in Minneapolis, MN serving clients locally and across the country.
Colleen Weber
CPA, CFP®
Colleen Weber CPA, LLC
Chanhassen, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Morgan Ranstrom
CFA®, CFP®, CEPA®
Trailhead Planners, LLC
Edina , MN
Specialties: Retirement Planning, Tax Planning, Legacy Planning, Business Planning , Comprehensive Financial Planning, Retirement Income Planning, Social Security Claiming Strategies, Charitable Giving Strategies, Socially Responsible Investing, Concentrated Stock Planning, Risk Management
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Sharon Bloodworth
CFP®
White Oaks Wealth Advisors
Minneapolis, MN
Specialties: Advanced Financial Planning, Stock Option and Restricted Stock Strategy, Managing Wealth Between Generations, Estate Plan Design, Educating and Supporting Clients in Transition
Fee-only financial advisor serving clients in Minneapolis, Sarasota and across the country.
Timothy LaPean
CFP®, ADPA™
Thoughtful Financial Planning
Minneapolis, MN
Specialties: LGBTQ+ Financial Planning Concerns, Women's Financial Planning Concerns, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country
Damian Winther
CFP®, CSRIC®
Birchwood Financial Partners
Edina, MN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide personalized planning and investment management to help align your financial goals with your values and lifestyle. Located in Edina, MN, serving clients locally and across the country.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
