{ "path": "/advisors/mn/hourly", "url": "https://advisorcensus.com/advisors/mn/hourly/page/4", "page_type": "state_fee", "title": "Hourly financial advisors in Minnesota", "filters": {}, "scope_total": 202, "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 202 investment advisory firms with a principal office in Minnesota that report hourly charges 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. Hourly financial advisors in Minnesota: 202 firms from Form ADV filings as of October 2026.", "total_firms": 202, "page": 4, "total_pages": 5, "sort": "name", "registration_types": { "sec": 101, "state": 101, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 80 }, { "code": "percentage_of_aum", "count": 189 }, { "code": "hourly", "count": 202 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 162 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 32 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 51 }, { "code": "5_to_9", "count": 59 }, { "code": "10_to_19", "count": 54 }, { "code": "20_plus", "count": 37 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 51 }, { "code": "25m_100m", "count": 38 }, { "code": "100m_500m", "count": 47 }, { "code": "500m_1b", "count": 28 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 13 } ], "firms": [ { "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": 108401, "name": "S3, Inc", "name_as_filed": "S3, INC", "url": "https://advisorcensus.com/firm/s3-inc-minneapolis-mn-108401", "city": "Minneapolis", "state": "MN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 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": 144239, "name": "Secured Retirement Advisors, LLC", "name_as_filed": "SECURED RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/secured-retirement-advisors-llc-st-louis-park-mn-144239", "city": "St Louis Park", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 110532, "name": "Silveroak Wealth Management LLC", "name_as_filed": "SILVEROAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/silveroak-wealth-management-llc-edina-mn-110532", "city": "Edina", "state": "MN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281976, "name": "Sona Wealth, Sona Wealth Management, Sona Wealth Advisors", "name_as_filed": "SONA WEALTH, SONA WEALTH MANAGEMENT, SONA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/sona-wealth-sona-wealth-management-sona-wealth-advisors-281976", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 159000, "name": "ST. Croix Advisors, LLC", "name_as_filed": "ST. CROIX ADVISORS, LLC", "url": "https://advisorcensus.com/firm/st-croix-advisors-llc-woodbury-mn-159000", "city": "Woodbury", "state": "MN", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115752, "name": "Stevens Foster Financial Advisors", "name_as_filed": "STEVENS FOSTER FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/stevens-foster-financial-advisors-bloomington-mn-115752", "city": "Bloomington", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 117023, "name": "Stiles Financial Services, Inc.", "name_as_filed": "STILES FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023", "city": "Edina", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 171894, "name": "Strategic Finance & Management, LLC", "name_as_filed": "STRATEGIC FINANCE & MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strategic-finance-and-management-llc-171894", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121007, "name": "Strategic Financial Planning, Inc.", "name_as_filed": "STRATEGIC FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/strategic-financial-planning-inc-minnetonka-mn-121007", "city": "Minnetonka", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284430, "name": "Strategic Wealth Group", "name_as_filed": "STRATEGIC WEALTH GROUP", "url": "https://advisorcensus.com/firm/strategic-wealth-group-eden-prairie-mn-284430", "city": "Eden Prairie", "state": "MN", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 315106, "name": "Strong Tower Advisory Services", "name_as_filed": "STRONG TOWER ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/strong-tower-advisory-services-minneapolis-mn-315106", "city": "Minneapolis", "state": "MN", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168594, "name": "Summit Investment Advisory Services", "name_as_filed": "SUMMIT INVESTMENT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/summit-investment-advisory-services-roseville-mn-168594", "city": "Roseville", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148326, "name": "Superior Financial, LLC", "name_as_filed": "SUPERIOR FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/superior-financial-llc-rochester-mn-148326", "city": "Rochester", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165154, "name": "Telos Solutions", "name_as_filed": "TELOS SOLUTIONS", "url": "https://advisorcensus.com/firm/telos-solutions-165154", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131112, "name": "The Cornish Group LLC DBA Cornish Financial Services Group", "name_as_filed": "THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP", "url": "https://advisorcensus.com/firm/the-cornish-group-llc-dba-cornish-financial-services-group-fergus-falls-mn-131112", "city": "Fergus Falls", "state": "MN", "years_registered": 37, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290435, "name": "The Hatlestad Group", "name_as_filed": "THE HATLESTAD GROUP", "url": "https://advisorcensus.com/firm/the-hatlestad-group-edina-mn-290435", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 42941, "name": "The Oak Ridge Financial Services Group, Inc", "name_as_filed": "THE OAK RIDGE FINANCIAL SERVICES GROUP, INC", "url": "https://advisorcensus.com/firm/the-oak-ridge-financial-services-group-inc-golden-valley-mn-42941", "city": "Golden Valley", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171525, "name": "Thoughtful Financial Planning, LLC", "name_as_filed": "THOUGHTFUL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/thoughtful-financial-planning-llc-minneapolis-mn-171525", "city": "Minneapolis", "state": "MN", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304569, "name": "Thrivent Advisor Network, LLC", "name_as_filed": "THRIVENT ADVISOR NETWORK, LLC", "url": "https://advisorcensus.com/firm/thrivent-advisor-network-llc-minneapolis-mn-304569", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156559, "name": "Torchlight Financial", "name_as_filed": "TORCHLIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/torchlight-financial-edina-mn-156559", "city": "Edina", "state": "MN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116543, "name": "Trademark Financial Management, LLC", "name_as_filed": "TRADEMARK FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trademark-financial-management-llc-bloomington-mn-116543", "city": "Bloomington", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 128314, "name": "Tradition Wealth Management LLC", "name_as_filed": "TRADITION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tradition-wealth-management-llc-edina-mn-128314", "city": "Edina", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284610, "name": "Trailhead Planners, LLC", "name_as_filed": "TRAILHEAD PLANNERS, LLC", "url": "https://advisorcensus.com/firm/trailhead-planners-llc-edina-mn-284610", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310222, "name": "Trumix Advisors", "name_as_filed": "TRUMIX ADVISORS", "url": "https://advisorcensus.com/firm/trumix-advisors-bloomington-mn-310222", "city": "Bloomington", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130239, "name": "Twele Capital Management, Inc.", "name_as_filed": "TWELE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/twele-capital-management-inc-minnetonka-mn-130239", "city": "Minnetonka", "state": "MN", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165433, "name": "Twig Asset Management, LLC", "name_as_filed": "TWIG ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/twig-asset-management-llc-eden-prairie-mn-165433", "city": "Eden Prairie", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286372, "name": "Twin Cities Wealth Strategies, Inc.", "name_as_filed": "TWIN CITIES WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/twin-cities-wealth-strategies-inc-maple-grove-mn-286372", "city": "Maple Grove", "state": "MN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152998, "name": "Underdog Wealth Management, LLC", "name_as_filed": "UNDERDOG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/underdog-wealth-management-llc-maple-grove-mn-152998", "city": "Maple Grove", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 158108, "name": "Usadvisors Wealth Management, LLC", "name_as_filed": "USADVISORS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/usadvisors-wealth-management-llc-eden-prairie-mn-158108", "city": "Eden Prairie", "state": "MN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125556, "name": "Valley View Management Co., LLC", "name_as_filed": "VALLEY VIEW MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/valley-view-management-co-llc-eden-prairie-mn-125556", "city": "Eden Prairie", "state": "MN", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297866, "name": "Valtinson Bruner Financial Planning", "name_as_filed": "VALTINSON BRUNER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/valtinson-bruner-financial-planning-new-brighton-mn-297866", "city": "New Brighton", "state": "MN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297362, "name": "Van Clemens Wealth Management, LLC", "name_as_filed": "VAN CLEMENS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/van-clemens-wealth-management-llc-minneapolis-mn-297362", "city": "Minneapolis", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167886, "name": "Vantage Point Wealth Management", "name_as_filed": "VANTAGE POINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/vantage-point-wealth-management-plymouth-mn-167886", "city": "Plymouth", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159879, "name": "Wacker & Associates, Inc.", "name_as_filed": "WACKER & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/wacker-and-associates-inc-jackson-mn-159879", "city": "Jackson", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 311822, "name": "Wealth DEN Financial", "name_as_filed": "WEALTH DEN FINANCIAL", "url": "https://advisorcensus.com/firm/wealth-den-financial-311822", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116407, "name": "Wealth Enhancement Advisory Services, LLC", "name_as_filed": "WEALTH ENHANCEMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/wealth-enhancement-advisory-services-llc-plymouth-mn-116407", "city": "Plymouth", "state": "MN", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 126390, "name": "Wealth Planning Systems, LLC", "name_as_filed": "WEALTH PLANNING SYSTEMS, LLC", "url": "https://advisorcensus.com/firm/wealth-planning-systems-llc-126390", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333628, "name": "Wealth Transitions", "name_as_filed": "WEALTH TRANSITIONS", "url": "https://advisorcensus.com/firm/wealth-transitions-forest-lake-mn-333628", "city": "Forest Lake", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147063, "name": "Wealthspring Advisors, LLC", "name_as_filed": "WEALTHSPRING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wealthspring-advisors-llc-minneapolis-mn-147063", "city": "Minneapolis", "state": "MN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106617, "name": "Webb Financial Group", "name_as_filed": "WEBB FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/webb-financial-group-bloomington-mn-106617", "city": "Bloomington", "state": "MN", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337369, "name": "Wellencourt Wealth Management LLC", "name_as_filed": "WELLENCOURT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/wellencourt-wealth-management-llc-337369", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173522, "name": "White Oaks Wealth Advisors, Inc.", "name_as_filed": "WHITE OAKS WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/white-oaks-wealth-advisors-inc-minneapolis-mn-173522", "city": "Minneapolis", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284315, "name": "Wilkinson Capital Management, LLC", "name_as_filed": "WILKINSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wilkinson-capital-management-llc-st-paul-mn-284315", "city": "St. Paul", "state": "MN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115226, "name": "Willie J. Price, Inc", "name_as_filed": "WILLIE J. PRICE, INC", "url": "https://advisorcensus.com/firm/willie-j-price-inc-115226", "city": null, "state": null, "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mn", "label": "Financial advisors in Minnesota" }, "fee_pages": [ { "path": "/advisors/mn/fee-only", "label": "Fee-only financial advisors in Minnesota", "firm_count": 192 }, { "path": "/advisors/mn/flat-fee", "label": "Flat-fee financial advisors in Minnesota", "firm_count": 290 } ], "metro_fee_pages": [ { "path": "/advisors/mn/minneapolis/hourly", "firm_count": 155, "label": "Hourly financial advisors in Minneapolis, MN" }, { "path": "/advisors/mn/duluth/hourly", "firm_count": 3, "label": "Hourly financial advisors in Duluth, MN" }, { "path": "/advisors/mn/rochester/hourly", "firm_count": 3, "label": "Hourly financial advisors in Rochester, MN" }, { "path": "/advisors/mn/st-cloud/hourly", "firm_count": 3, "label": "Hourly financial advisors in St. Cloud, MN" }, { "path": "/advisors/mn/mankato/hourly", "firm_count": 2, "label": "Hourly 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" } }