{ "path": "/advisors/mn/fee-only", "url": "https://advisorcensus.com/advisors/mn/fee-only/page/3", "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": 3, "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": 322487, "name": "Maris Wealth Management LLC", "name_as_filed": "MARIS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/maris-wealth-management-llc-322487", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 282482, "name": "Marquette Wealth Management", "name_as_filed": "MARQUETTE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marquette-wealth-management-minnetonka-mn-282482", "city": "Minnetonka", "state": "MN", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285427, "name": "Michael Traxler Wealth Management, LLC", "name_as_filed": "MICHAEL TRAXLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/michael-traxler-wealth-management-llc-new-prague-mn-285427", "city": "New Prague", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129963, "name": "Minneapolis Portfolio Management Group, LLC", "name_as_filed": "MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/minneapolis-portfolio-management-group-llc-wayzata-mn-129963", "city": "Wayzata", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324182, "name": "Minnewashta Rio, LLC", "name_as_filed": "MINNEWASHTA RIO, LLC", "url": "https://advisorcensus.com/firm/minnewashta-rio-llc-324182", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297716, "name": "MJT & Associates Financial Advisory Group, Inc.", "name_as_filed": "MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/mjt-and-associates-financial-advisory-group-inc-montevideo-mn-297716", "city": "Montevideo", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291204, "name": "Modus Advisors, LLC", "name_as_filed": "MODUS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/modus-advisors-llc-excelsior-mn-291204", "city": "Excelsior", "state": "MN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121795, "name": "Money Matters", "name_as_filed": "MONEY MATTERS", "url": "https://advisorcensus.com/firm/money-matters-minnetonka-mn-121795", "city": "Minnetonka", "state": "MN", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298606, "name": "MSM Financial, LLC", "name_as_filed": "MSM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/msm-financial-llc-minneapolis-mn-298606", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109973, "name": "Murphy Pohlad Asset Management LLC", "name_as_filed": "MURPHY POHLAD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/murphy-pohlad-asset-management-llc-eden-prairie-mn-109973", "city": "Eden Prairie", "state": "MN", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109432, "name": "Navpoint Financial, Inc.", "name_as_filed": "NAVPOINT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/navpoint-financial-inc-prior-lake-mn-109432", "city": "Prior Lake", "state": "MN", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 179536, "name": "Naylor Asset Management, LLC", "name_as_filed": "NAYLOR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/naylor-asset-management-llc-bloomington-mn-179536", "city": "Bloomington", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108978, "name": "Next Century Growth Investors LLC", "name_as_filed": "NEXT CENTURY GROWTH INVESTORS LLC", "url": "https://advisorcensus.com/firm/next-century-growth-investors-llc-plymouth-mn-108978", "city": "Plymouth", "state": "MN", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292468, "name": "Nextgen Financial Advice LLC", "name_as_filed": "NEXTGEN FINANCIAL ADVICE LLC", "url": "https://advisorcensus.com/firm/nextgen-financial-advice-llc-292468", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109401, "name": "Nicollet Investment Management, Inc.", "name_as_filed": "NICOLLET INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/nicollet-investment-management-inc-minneapolis-mn-109401", "city": "Minneapolis", "state": "MN", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146452, "name": "Northland Capital Management", "name_as_filed": "NORTHLAND CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/northland-capital-management-virginia-mn-146452", "city": "Virginia", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283894, "name": "Oak Financial Planning and Coaching, LLC", "name_as_filed": "OAK FINANCIAL PLANNING AND COACHING, LLC", "url": "https://advisorcensus.com/firm/oak-financial-planning-and-coaching-llc-maple-grove-mn-283894", "city": "Maple Grove", "state": "MN", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111162, "name": "Okabena Investment Services Inc", "name_as_filed": "OKABENA INVESTMENT SERVICES INC", "url": "https://advisorcensus.com/firm/okabena-investment-services-inc-minneapolis-mn-111162", "city": "Minneapolis", "state": "MN", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136089, "name": "Palisade Asset Management, LLC", "name_as_filed": "PALISADE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palisade-asset-management-llc-minneapolis-mn-136089", "city": "Minneapolis", "state": "MN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285416, "name": "Panoramic Financial Management", "name_as_filed": "PANORAMIC FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/panoramic-financial-management-285416", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119436, "name": "Perceptive Edge Investment Management, Inc.", "name_as_filed": "PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/perceptive-edge-investment-management-inc-wayzata-mn-119436", "city": "Wayzata", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105028, "name": "Perkins Capital Management Inc", "name_as_filed": "PERKINS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/perkins-capital-management-inc-wayzata-mn-105028", "city": "Wayzata", "state": "MN", "years_registered": 41, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311179, "name": "Pharmd Financial Planning LLC", "name_as_filed": "PHARMD FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/pharmd-financial-planning-llc-owatonna-mn-311179", "city": "Owatonna", "state": "MN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 168228, "name": "Phillip James Financial Co.", "name_as_filed": "PHILLIP JAMES FINANCIAL CO.", "url": "https://advisorcensus.com/firm/phillip-james-financial-co-plymouth-mn-168228", "city": "Plymouth", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107684, "name": "Pilot Capital Management Corp", "name_as_filed": "PILOT CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/pilot-capital-management-corp-saint-paul-mn-107684", "city": "Saint Paul", "state": "MN", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171441, "name": "Pitzl Financial", "name_as_filed": "PITZL FINANCIAL", "url": "https://advisorcensus.com/firm/pitzl-financial-arden-hills-mn-171441", "city": "Arden Hills", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293932, "name": "Planwell Financial Guidance, LLC", "name_as_filed": "PLANWELL FINANCIAL GUIDANCE, LLC", "url": "https://advisorcensus.com/firm/planwell-financial-guidance-llc-blooming-prairie-mn-293932", "city": "Blooming Prairie", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299552, "name": "Prevail Financial Partners, LLC", "name_as_filed": "PREVAIL FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/prevail-financial-partners-llc-bayport-mn-299552", "city": "Bayport", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305430, "name": "Pulse Financial Planning", "name_as_filed": "PULSE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pulse-financial-planning-rochester-mn-305430", "city": "Rochester", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290718, "name": "R.M. Shannon Wealth Management, LLC", "name_as_filed": "R.M. SHANNON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/r-m-shannon-wealth-management-llc-st-paul-mn-290718", "city": "St. Paul", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121855, "name": "Red Rock Capital Advisors, LLC", "name_as_filed": "RED ROCK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/red-rock-capital-advisors-llc-hibbing-mn-121855", "city": "Hibbing", "state": "MN", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121868, "name": "Regan Investments, Inc.", "name_as_filed": "REGAN INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/regan-investments-inc-minnetonka-mn-121868", "city": "Minnetonka", "state": "MN", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128457, "name": "Reinking Financial Consulting", "name_as_filed": "REINKING FINANCIAL CONSULTING", "url": "https://advisorcensus.com/firm/reinking-financial-consulting-128457", "city": null, "state": null, "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339477, "name": "Remloe Capital LLC", "name_as_filed": "REMLOE CAPITAL LLC", "url": "https://advisorcensus.com/firm/remloe-capital-llc-339477", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305844, "name": "Renovate Financial Planning", "name_as_filed": "RENOVATE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/renovate-financial-planning-blaine-mn-305844", "city": "Blaine", "state": "MN", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309238, "name": "Retire Agile", "name_as_filed": "RETIRE AGILE", "url": "https://advisorcensus.com/firm/retire-agile-hermantown-mn-309238", "city": "Hermantown", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329060, "name": "RLN Wealth", "name_as_filed": "RLN WEALTH", "url": "https://advisorcensus.com/firm/rln-wealth-plymouth-mn-329060", "city": "Plymouth", "state": "MN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155284, "name": "Rossi Dubuque Breckenridge, LLC", "name_as_filed": "ROSSI DUBUQUE BRECKENRIDGE, LLC", "url": "https://advisorcensus.com/firm/rossi-dubuque-breckenridge-llc-plymouth-mn-155284", "city": "Plymouth", "state": "MN", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 286656, "name": "Running Oak Capital LLC", "name_as_filed": "RUNNING OAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/running-oak-capital-llc-minneapolis-mn-286656", "city": "Minneapolis", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306921, "name": "Saffron Capital, LLC", "name_as_filed": "SAFFRON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/saffron-capital-llc-minneapolis-mn-306921", "city": "Minneapolis", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325286, "name": "Sage Wealth Advisory", "name_as_filed": "SAGE WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/sage-wealth-advisory-325286", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307469, "name": "Scarecrow Advisors, LLC", "name_as_filed": "SCARECROW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/scarecrow-advisors-llc-savage-mn-307469", "city": "Savage", "state": "MN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297211, "name": "Schumacher Financial, LLC", "name_as_filed": "SCHUMACHER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/schumacher-financial-llc-eagan-mn-297211", "city": "Eagan", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147384, "name": "Schwarz Dygos Wheeler Investment Advisors LLC", "name_as_filed": "SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/schwarz-dygos-wheeler-investment-advisors-llc-minneapolis-mn-147384", "city": "Minneapolis", "state": "MN", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285240, "name": "SCM Investment Services", "name_as_filed": "SCM INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/scm-investment-services-lake-elmo-mn-285240", "city": "Lake Elmo", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313320, "name": "Shores Edge Financial LLC", "name_as_filed": "SHORES EDGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/shores-edge-financial-llc-313320", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171661, "name": "Side-By-Side Financial Planning, LLC", "name_as_filed": "SIDE-BY-SIDE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/side-by-side-financial-planning-llc-plymouth-mn-171661", "city": "Plymouth", "state": "MN", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315368, "name": "Sieben Wealth Planning LLC", "name_as_filed": "SIEBEN WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368", "city": "Edina", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311048, "name": "Siimpl", "name_as_filed": "SIIMPL", "url": "https://advisorcensus.com/firm/siimpl-bloomington-mn-311048", "city": "Bloomington", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110532, "name": "Silveroak Wealth Management LLC", "name_as_filed": "SILVEROAK WEALTH MANAGEMENT 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