{
  "path": "/advisors/mn/flat-fee",
  "url": "https://advisorcensus.com/advisors/mn/flat-fee/page/4",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Minnesota",
  "filters": {},
  "scope_total": 290,
  "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 290 investment advisory firms with a principal office in Minnesota that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Minnesota: 290 firms from Form ADV filings as of October 2026.",
  "total_firms": 290,
  "page": 4,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 169,
    "state": 121,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 117
    },
    {
      "code": "percentage_of_aum",
      "count": 270
    },
    {
      "code": "hourly",
      "count": 162
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 290
    },
    {
      "code": "commissions",
      "count": 8
    },
    {
      "code": "performance_based",
      "count": 17
    },
    {
      "code": "other",
      "count": 39
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 93
    },
    {
      "code": "5_to_9",
      "count": 77
    },
    {
      "code": "10_to_19",
      "count": 66
    },
    {
      "code": "20_plus",
      "count": 54
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 64
    },
    {
      "code": "25m_100m",
      "count": 49
    },
    {
      "code": "100m_500m",
      "count": 77
    },
    {
      "code": "500m_1b",
      "count": 37
    },
    {
      "code": "1b_5b",
      "count": 32
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 14
    }
  ],
  "firms": [
    {
      "crd_number": 331847,
      "name": "Lifelong Wealth Advisors, Inc.",
      "name_as_filed": "LIFELONG WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/lifelong-wealth-advisors-inc-arden-hills-mn-331847",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116143,
      "name": "Lifestage Wealth Management, Inc.",
      "name_as_filed": "LIFESTAGE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/lifestage-wealth-management-inc-coon-rapids-mn-116143",
      "city": "Coon Rapids",
      "state": "MN",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344170,
      "name": "Linnhavn Wealth Advisors LLC",
      "name_as_filed": "LINNHAVN WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/linnhavn-wealth-advisors-llc-344170",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134781,
      "name": "Lions Gate Sovereign Capital, LLC",
      "name_as_filed": "LIONS GATE SOVEREIGN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/lions-gate-sovereign-capital-llc-white-bear-lake-mn-134781",
      "city": "White Bear Lake",
      "state": "MN",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300393,
      "name": "Lions Wealth Management",
      "name_as_filed": "LIONS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lions-wealth-management-st-louis-park-mn-300393",
      "city": "St Louis Park",
      "state": "MN",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334397,
      "name": "LIV Wealth Management",
      "name_as_filed": "LIV WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/liv-wealth-management-long-lake-mn-334397",
      "city": "Long Lake",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299007,
      "name": "Logan Park Wealth Management",
      "name_as_filed": "LOGAN PARK WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/logan-park-wealth-management-minneapolis-mn-299007",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116365,
      "name": "Longview Financial, Inc.",
      "name_as_filed": "LONGVIEW FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/longview-financial-inc-116365",
      "city": null,
      "state": null,
      "years_registered": 22,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339844,
      "name": "Luminous Money",
      "name_as_filed": "LUMINOUS MONEY",
      "url": "https://advisorcensus.com/firm/luminous-money-339844",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310589,
      "name": "Lundeen Abrams Advisors, LLC",
      "name_as_filed": "LUNDEEN ABRAMS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lundeen-abrams-advisors-llc-minnetonka-mn-310589",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110351,
      "name": "Mairs & Power",
      "name_as_filed": "MAIRS & POWER",
      "url": "https://advisorcensus.com/firm/mairs-and-power-st-paul-mn-110351",
      "city": "St. Paul",
      "state": "MN",
      "years_registered": 64,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341865,
      "name": "Mako Wealth Group",
      "name_as_filed": "MAKO WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/mako-wealth-group-341865",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 148679,
      "name": "Marks Group Wealth Management, Inc.",
      "name_as_filed": "MARKS GROUP WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/marks-group-wealth-management-inc-minnetonka-mn-148679",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168771,
      "name": "MD Financial Advisors / Vestment Financial",
      "name_as_filed": "MD FINANCIAL ADVISORS / VESTMENT FINANCIAL",
      "url": "https://advisorcensus.com/firm/md-financial-advisors-vestment-financial-chanhassen-mn-168771",
      "city": "Chanhassen",
      "state": "MN",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174590,
      "name": "MHS Advisory Services, LLC",
      "name_as_filed": "MHS ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mhs-advisory-services-llc-maple-grove-mn-174590",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173790,
      "name": "Midwest Financial Partners",
      "name_as_filed": "MIDWEST FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/midwest-financial-partners-st-cloud-mn-173790",
      "city": "St. Cloud",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113965,
      "name": "Mindful Asset Planning",
      "name_as_filed": "MINDFUL ASSET PLANNING",
      "url": "https://advisorcensus.com/firm/mindful-asset-planning-apple-valley-mn-113965",
      "city": "Apple Valley",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "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": 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": 332373,
      "name": "Navista Wealth Management, Inc.",
      "name_as_filed": "NAVISTA WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/navista-wealth-management-inc-minnetonka-mn-332373",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 141203,
      "name": "Nepsis, Inc.",
      "name_as_filed": "NEPSIS, INC.",
      "url": "https://advisorcensus.com/firm/nepsis-inc-minneapolis-mn-141203",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "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": 325126,
      "name": "Nord Associates LLC",
      "name_as_filed": "NORD ASSOCIATES LLC",
      "url": "https://advisorcensus.com/firm/nord-associates-llc-chanhassen-mn-325126",
      "city": "Chanhassen",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 40258,
      "name": "Northland Asset Management",
      "name_as_filed": "NORTHLAND ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/northland-asset-management-minneapolis-mn-40258",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167908,
      "name": "Northrock Partners, LLC",
      "name_as_filed": "NORTHROCK PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/northrock-partners-llc-minneapolis-mn-167908",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 13,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 169340,
      "name": "Oakfort Wealth Partners",
      "name_as_filed": "OAKFORT WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/oakfort-wealth-partners-minnetonka-mn-169340",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112399,
      "name": "Oakwood Capital, Inc.",
      "name_as_filed": "OAKWOOD CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/oakwood-capital-inc-st-louis-park-mn-112399",
      "city": "St. Louis Park",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336860,
      "name": "Pairone Private Wealth",
      "name_as_filed": "PAIRONE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/pairone-private-wealth-lakeville-mn-336860",
      "city": "Lakeville",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288037,
      "name": "Paladin Capital",
      "name_as_filed": "PALADIN CAPITAL",
      "url": "https://advisorcensus.com/firm/paladin-capital-arden-hills-mn-288037",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "under_25m",
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288387,
      "name": "Paladin Financial",
      "name_as_filed": "PALADIN FINANCIAL",
      "url": "https://advisorcensus.com/firm/paladin-financial-arden-hills-mn-288387",
      "city": "Arden Hills",
      "state": "MN",
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      ],
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    },
    {
      "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",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 322520,
      "name": "Pankonin Financial Group",
      "name_as_filed": "PANKONIN FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/pankonin-financial-group-belle-plaine-mn-322520",
      "city": "Belle Plaine",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "25m_100m",
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      ],
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    },
    {
      "crd_number": 110372,
      "name": "Paradigm, Strategies in Wealth Management, LLC",
      "name_as_filed": "PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paradigm-strategies-in-wealth-management-llc-maple-grove-mn-110372",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "100m_500m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 137103,
      "name": "Paratus Wealth Management, LLC",
      "name_as_filed": "PARATUS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paratus-wealth-management-llc-long-lake-mn-137103",
      "city": "Long Lake",
      "state": "MN",
      "years_registered": 20,
      "raum_band": "25m_100m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 330050,
      "name": "Parr McKnight Wealth Management Group",
      "name_as_filed": "PARR MCKNIGHT WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/parr-mcknight-wealth-management-group-minneapolis-mn-330050",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 319211,
      "name": "Pathfinder 360 Managementco, LLC",
      "name_as_filed": "PATHFINDER 360 MANAGEMENTCO, LLC",
      "url": "https://advisorcensus.com/firm/pathfinder-360-managementco-llc-minnetonka-mn-319211",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291860,
      "name": "Peak Financial Consulting, Inc.",
      "name_as_filed": "PEAK FINANCIAL CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-consulting-inc-bloomington-mn-291860",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "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",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 324059,
      "name": "Petros Family Wealth, LLC",
      "name_as_filed": "PETROS FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/petros-family-wealth-llc-bloomington-mn-324059",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "100m_500m",
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      ],
      "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": [
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      ],
      "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",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 308193,
      "name": "Pine Grove Financial Group",
      "name_as_filed": "PINE GROVE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/pine-grove-financial-group-woodbury-mn-308193",
      "city": "Woodbury",
      "state": "MN",
      "years_registered": 6,
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      ],
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    },
    {
      "crd_number": 665,
      "name": "Piper Sandler & Co.",
      "name_as_filed": "PIPER SANDLER & CO.",
      "url": "https://advisorcensus.com/firm/piper-sandler-and-co-minneapolis-mn-665",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "1b_5b",
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      ],
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    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
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      "label": "Financial advisors in Minnesota"
    },
    "fee_pages": [
      {
        "path": "/advisors/mn/fee-only",
        "label": "Fee-only financial advisors in Minnesota",
        "firm_count": 192
      },
      {
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      }
    ],
    "metro_fee_pages": [
      {
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      },
      {
        "path": "/advisors/mn/rochester/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in Rochester, MN"
      },
      {
        "path": "/advisors/mn/duluth/flat-fee",
        "firm_count": 4,
        "label": "Flat-fee financial advisors in Duluth, MN"
      },
      {
        "path": "/advisors/mn/st-cloud/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in St. Cloud, MN"
      },
      {
        "path": "/advisors/mn/mankato/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee 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"
  }
}