{ "path": "/advisors/mn/fee-only", "url": "https://advisorcensus.com/advisors/mn/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Minnesota", "filters": {}, "scope_total": 192, "faq": [ { "q": "How many financial advisory firms are there in Minnesota?", "a": "AdvisorCensus lists 522 investment advisory firms with a principal office in Minnesota, from Form ADV filings as of October 2026: 278 SEC-registered, 207 state-registered, and 37 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Minnesota?", "a": "192 of the 522 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Minnesota offer financial planning?", "a": "337 of the 485 firms in Minnesota that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Minnesota fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 192 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 192 investment advisory firms with a principal office in Minnesota that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Minnesota: 192 firms from Form ADV filings as of October 2026.", "total_firms": 192, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 79, "state": 113, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 192 }, { "code": "percentage_of_aum", "count": 183 }, { "code": "hourly", "count": 80 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 117 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 46 }, { "code": "5_to_9", "count": 57 }, { "code": "10_to_19", "count": 51 }, { "code": "20_plus", "count": 38 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 60 }, { "code": "25m_100m", "count": 50 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 108048, "name": "Excelsior Investors", "name_as_filed": "EXCELSIOR INVESTORS", "url": "https://advisorcensus.com/firm/excelsior-investors-excelsior-mn-108048", "city": "Excelsior", "state": "MN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329463, "name": "Family Wealth Management", "name_as_filed": "FAMILY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/family-wealth-management-elko-mn-329463", "city": "Elko", "state": "MN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300253, "name": "FFP Wealth Management, LLC", "name_as_filed": "FFP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ffp-wealth-management-llc-coon-rapids-mn-300253", "city": "Coon Rapids", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104753, "name": "Fiduciary Counselling Inc", "name_as_filed": "FIDUCIARY COUNSELLING INC", "url": "https://advisorcensus.com/firm/fiduciary-counselling-inc-st-paul-mn-104753", "city": "St Paul", "state": "MN", "years_registered": 59, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164702, "name": "Fiduciary Wealth", "name_as_filed": "FIDUCIARY WEALTH", "url": "https://advisorcensus.com/firm/fiduciary-wealth-bloomington-mn-164702", "city": "Bloomington", "state": "MN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269979, "name": "First Midwest Investments", "name_as_filed": "FIRST MIDWEST INVESTMENTS", "url": "https://advisorcensus.com/firm/first-midwest-investments-269979", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170591, "name": "Flourish Wealth Management Inc.", "name_as_filed": "FLOURISH WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/flourish-wealth-management-inc-edina-mn-170591", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315329, "name": "Fortress Financial Group, LLC", "name_as_filed": "FORTRESS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/fortress-financial-group-llc-rochester-mn-315329", "city": "Rochester", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116804, "name": "Fortress Investment Services, Ltd", "name_as_filed": "FORTRESS INVESTMENT SERVICES, LTD", "url": "https://advisorcensus.com/firm/fortress-investment-services-ltd-116804", "city": null, "state": null, "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340539, "name": "Foundry Wealth Group", "name_as_filed": "FOUNDRY WEALTH GROUP", "url": "https://advisorcensus.com/firm/foundry-wealth-group-minneapolis-mn-340539", "city": "Minneapolis", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125413, "name": "Frontenac Partners, L.L.C.", "name_as_filed": "FRONTENAC PARTNERS, L.L.C.", "url": "https://advisorcensus.com/firm/frontenac-partners-l-l-c-125413", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108423, "name": "Gary L. Greenberg", "name_as_filed": "GARY L. GREENBERG", "url": "https://advisorcensus.com/firm/gary-l-greenberg-eden-prairie-mn-108423", "city": "Eden Prairie", "state": "MN", "years_registered": 41, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112818, "name": "GB Associates, Inc.", "name_as_filed": "GB ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/gb-associates-inc-112818", "city": null, "state": null, "years_registered": 39, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110179, "name": "GEN Financial Management Inc.", "name_as_filed": "GEN FINANCIAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/gen-financial-management-inc-plymouth-mn-110179", "city": "Plymouth", "state": "MN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336394, "name": "Glacier", "name_as_filed": "GLACIER", "url": "https://advisorcensus.com/firm/glacier-minneapolis-mn-336394", "city": "Minneapolis", "state": "MN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 154976, "name": "Graff Financial LLC", "name_as_filed": "GRAFF FINANCIAL LLC", "url": "https://advisorcensus.com/firm/graff-financial-llc-edina-mn-154976", "city": "Edina", "state": "MN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 314801, "name": "Grounded Wealth", "name_as_filed": "GROUNDED WEALTH", "url": "https://advisorcensus.com/firm/grounded-wealth-plymouth-mn-314801", "city": "Plymouth", "state": "MN", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107782, "name": "GS Investment Inc", "name_as_filed": "GS INVESTMENT INC", "url": "https://advisorcensus.com/firm/gs-investment-inc-eagan-mn-107782", "city": "Eagan", "state": "MN", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170734, "name": "Guide Financial Planning", "name_as_filed": "GUIDE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/guide-financial-planning-shoreview-mn-170734", "city": "Shoreview", "state": "MN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152914, "name": "Hammer Advisory Services, Inc.", "name_as_filed": "HAMMER ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/hammer-advisory-services-inc-woodbury-mn-152914", "city": "Woodbury", "state": "MN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284127, "name": "Harrison Capital Management LLC", "name_as_filed": "HARRISON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/harrison-capital-management-llc-284127", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319248, "name": "Hauge Wealth Management, LLC", "name_as_filed": "HAUGE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hauge-wealth-management-llc-319248", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332065, "name": "Heartworth Financial LLC", "name_as_filed": "HEARTWORTH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/heartworth-financial-llc-st-louis-park-mn-332065", "city": "St Louis Park", "state": "MN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115308, "name": "Heritage Capital Advisors, LLC", "name_as_filed": "HERITAGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/heritage-capital-advisors-llc-st-paul-mn-115308", "city": "St Paul", "state": "MN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307642, "name": "Holleyjo Wealth Advisors", "name_as_filed": "HOLLEYJO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/holleyjo-wealth-advisors-edina-mn-307642", "city": "Edina", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332244, "name": "Hyland Lake Partners", "name_as_filed": "HYLAND LAKE PARTNERS", "url": "https://advisorcensus.com/firm/hyland-lake-partners-edina-mn-332244", "city": "Edina", "state": "MN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335563, "name": "Indiwealth", "name_as_filed": "INDIWEALTH", "url": "https://advisorcensus.com/firm/indiwealth-maple-grove-mn-335563", "city": "Maple Grove", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290721, "name": "Jeffrey A. Drayton Financial Group, Inc.", "name_as_filed": "JEFFREY A. DRAYTON FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/jeffrey-a-drayton-financial-group-inc-maple-grove-mn-290721", "city": "Maple Grove", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106550, "name": "Jnba Financial Advisors, LLC", "name_as_filed": "JNBA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550", "city": "Bloomington", "state": "MN", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146779, "name": "Johnson Capital Management, LLC", "name_as_filed": "JOHNSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/johnson-capital-management-llc-146779", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104976, "name": "Jones Kertz & Associates, Inc.", "name_as_filed": "JONES KERTZ & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/jones-kertz-and-associates-inc-blaine-mn-104976", "city": "Blaine", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163088, "name": "Josh Arnold Investment Consultant, LLC", "name_as_filed": "JOSH ARNOLD INVESTMENT CONSULTANT, LLC", "url": "https://advisorcensus.com/firm/josh-arnold-investment-consultant-llc-edina-mn-163088", "city": "Edina", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145906, "name": "Kerwin Asset Management, LLC", "name_as_filed": "KERWIN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kerwin-asset-management-llc-edina-mn-145906", "city": "Edina", "state": "MN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153418, "name": "Keystone Wealth Advisors, Incorporated", "name_as_filed": "KEYSTONE WEALTH ADVISORS, INCORPORATED", "url": "https://advisorcensus.com/firm/keystone-wealth-advisors-incorporated-eagan-mn-153418", "city": "Eagan", "state": "MN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309053, "name": "KMB Wealth Management, LLC", "name_as_filed": "KMB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmb-wealth-management-llc-309053", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152925, "name": "Kodiak Investment Management LLC", "name_as_filed": "KODIAK INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kodiak-investment-management-llc-aitkin-mn-152925", "city": "Aitkin", "state": "MN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333803, "name": "Landcasted Capital Management LLC", "name_as_filed": "LANDCASTED CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/landcasted-capital-management-llc-waconia-mn-333803", "city": "Waconia", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122035, "name": "Laurel Wealth Planning", "name_as_filed": "LAUREL WEALTH PLANNING", "url": "https://advisorcensus.com/firm/laurel-wealth-planning-edina-mn-122035", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172018, "name": "Layline Asset Management Inc", "name_as_filed": "LAYLINE ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/layline-asset-management-inc-172018", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175089, "name": "Lebens Advisory Group LLC", "name_as_filed": "LEBENS ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/lebens-advisory-group-llc-lakeville-mn-175089", "city": "Lakeville", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157453, "name": "Legacy Retirement Advisors", "name_as_filed": "LEGACY RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/legacy-retirement-advisors-157453", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": 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"/advisors/mn/mankato/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Mankato, MN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }