{ "path": "/advisors/mn/minneapolis/fee-only", "url": "https://advisorcensus.com/advisors/mn/minneapolis/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Minneapolis, MN", "filters": {}, "scope_total": 135, "faq": [ { "q": "How many financial advisory firms are there in Minneapolis, MN?", "a": "AdvisorCensus lists 415 investment advisory firms with a principal office in the Minneapolis metro area, from Form ADV filings as of October 2026: 256 SEC-registered, 121 state-registered, and 38 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 Minneapolis, MN?", "a": "135 of the 415 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 Minneapolis, MN offer financial planning?", "a": "259 of the 377 firms in Minneapolis, MN 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 Minneapolis, MN 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 135 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": "Find financial advisors in Minneapolis, MN who are paid only by client fees. AdvisorCensus lists 135 investment advisory firms with a principal office in the Minneapolis metro area 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": "Minneapolis has 415 investment advisory firms with a principal office in the metro area as of October 2026: 256 SEC-registered, 121 state-registered, and 38 exempt reporting advisers. 135 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 118 report under $100 million in regulatory assets under management. The metro area has 1,477,259 households, 255,543 of them with income of $200,000 or more, or 616 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Minneapolis, MN: 135 firms from Form ADV filings as of October 2026.", "total_firms": 135, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 73, "state": 62, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 135 }, { "code": "percentage_of_aum", "count": 128 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 85 }, { "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": 26 }, { "code": "5_to_9", "count": 38 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 30 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 27 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 38 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 105439, "name": "Accredited Investors Wealth Management", "name_as_filed": "ACCREDITED INVESTORS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/accredited-investors-wealth-management-edina-mn-105439", "city": "Edina", "state": "MN", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285739, "name": "ACM", "name_as_filed": "ACM", "url": "https://advisorcensus.com/firm/acm-wayzata-mn-285739", "city": "Wayzata", "state": "MN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170187, "name": "AKM Advisory", "name_as_filed": "AKM ADVISORY", "url": "https://advisorcensus.com/firm/akm-advisory-edina-mn-170187", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135812, "name": "Allodium Investment Consultants, LLC", "name_as_filed": "ALLODIUM INVESTMENT CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/allodium-investment-consultants-llc-minneapolis-mn-135812", "city": "Minneapolis", "state": "MN", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283511, "name": "Aquinas Capital Advisors LLC", "name_as_filed": "AQUINAS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/aquinas-capital-advisors-llc-blaine-mn-283511", "city": "Blaine", "state": "MN", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333946, "name": "Authentic Life Financial Planning", "name_as_filed": "AUTHENTIC LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/authentic-life-financial-planning-edina-mn-333946", "city": "Edina", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147447, "name": "Bannerstone Capital", "name_as_filed": "BANNERSTONE CAPITAL", "url": "https://advisorcensus.com/firm/bannerstone-capital-wayzata-mn-147447", "city": "Wayzata", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169962, "name": "Birchwood Financial Partners, Inc.", "name_as_filed": "BIRCHWOOD FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/birchwood-financial-partners-inc-bloomington-mn-169962", "city": "Bloomington", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283682, "name": "Bond & Devick Wealth Partners", "name_as_filed": "BOND & DEVICK WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682", "city": "Saint Louis Park", "state": "MN", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343761, "name": "Boria Wealth Management, Ltd", "name_as_filed": "BORIA WEALTH MANAGEMENT, LTD", "url": "https://advisorcensus.com/firm/boria-wealth-management-ltd-wayzata-mn-343761", "city": "Wayzata", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311704, "name": "Bright Angel Advisors LLC", "name_as_filed": "BRIGHT ANGEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bright-angel-advisors-llc-st-paul-mn-311704", "city": "St. Paul", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109890, "name": "Cahill Financial Advisors, Inc.", "name_as_filed": "CAHILL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cahill-financial-advisors-inc-edina-mn-109890", "city": "Edina", "state": "MN", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150458, "name": "Caissa Wealth Strategies", "name_as_filed": "CAISSA WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/caissa-wealth-strategies-bloomington-mn-150458", "city": "Bloomington", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286389, "name": "Calhoun Financial Planning and Management", "name_as_filed": "CALHOUN FINANCIAL PLANNING AND MANAGEMENT", "url": "https://advisorcensus.com/firm/calhoun-financial-planning-and-management-minneapolis-mn-286389", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304118, "name": "Calibration Financial", "name_as_filed": "CALIBRATION FINANCIAL", "url": "https://advisorcensus.com/firm/calibration-financial-milaca-mn-304118", "city": "Milaca", "state": "MN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174507, "name": "Castle Rock Financial Planning, Inc.", "name_as_filed": "CASTLE ROCK FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/castle-rock-financial-planning-inc-mendota-heights-mn-174507", "city": "Mendota Heights", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165978, "name": "Celadon Managed Wealth", "name_as_filed": "CELADON MANAGED WEALTH", "url": "https://advisorcensus.com/firm/celadon-managed-wealth-plymouth-mn-165978", "city": "Plymouth", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148264, "name": "Clerestory Advisors, Inc", "name_as_filed": "CLERESTORY ADVISORS, INC", "url": "https://advisorcensus.com/firm/clerestory-advisors-inc-bloomington-mn-148264", "city": "Bloomington", "state": "MN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 306590, "name": "Cloverfields Capital Group, LP", "name_as_filed": "CLOVERFIELDS CAPITAL GROUP, LP", "url": "https://advisorcensus.com/firm/cloverfields-capital-group-lp-minneapolis-mn-306590", "city": "Minneapolis", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335407, "name": "Cloverpoint, LLC", "name_as_filed": "CLOVERPOINT, LLC", "url": "https://advisorcensus.com/firm/cloverpoint-llc-minneapolis-mn-335407", "city": "Minneapolis", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133181, "name": "Colleen Weber CPA, LLC", "name_as_filed": "COLLEEN WEBER CPA, LLC", "url": "https://advisorcensus.com/firm/colleen-weber-cpa-llc-chanhassen-mn-133181", "city": "Chanhassen", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107823, "name": "Compass Capital Management Inc", "name_as_filed": "COMPASS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/compass-capital-management-inc-minneapolis-mn-107823", "city": "Minneapolis", "state": "MN", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142407, "name": "Cookson Financial, LLC", "name_as_filed": "COOKSON FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cookson-financial-llc-excelsior-mn-142407", "city": "Excelsior", "state": "MN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 294766, "name": "Cordis Financial, LLC", "name_as_filed": "CORDIS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cordis-financial-llc-minneapolis-mn-294766", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124947, "name": "Cornerstone Wealth Advisors, Inc.", "name_as_filed": "CORNERSTONE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-edina-mn-124947", "city": "Edina", "state": "MN", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310157, "name": "Crane Capital Management LLC", "name_as_filed": "CRANE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crane-capital-management-llc-spring-park-mn-310157", "city": "Spring Park", "state": "MN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132824, "name": "Devenir Investment Advisors, LLC", "name_as_filed": "DEVENIR INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/devenir-investment-advisors-llc-bloomington-mn-132824", "city": "Bloomington", "state": "MN", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174379, "name": "DGV Solutions LP", "name_as_filed": "DGV SOLUTIONS LP", "url": "https://advisorcensus.com/firm/dgv-solutions-lp-minnetonka-mn-174379", "city": "Minnetonka", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109058, "name": "Dunnavan & Co.", "name_as_filed": "DUNNAVAN & CO.", "url": "https://advisorcensus.com/firm/dunnavan-and-co-minneapolis-mn-109058", "city": "Minneapolis", "state": "MN", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166887, "name": "Duval Investment Group", "name_as_filed": "DUVAL INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/duval-investment-group-minnetonka-mn-166887", "city": "Minnetonka", "state": "MN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156466, "name": "Efficient Market Investments, LLC", "name_as_filed": "EFFICIENT MARKET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/efficient-market-investments-llc-apple-valley-mn-156466", "city": "Apple Valley", "state": "MN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146385, "name": "Ehlers", "name_as_filed": "EHLERS", "url": "https://advisorcensus.com/firm/ehlers-minneapolis-mn-146385", "city": "Minneapolis", "state": "MN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310307, "name": "Endurance Financial Group", "name_as_filed": "ENDURANCE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/endurance-financial-group-st-paul-mn-310307", "city": "St. Paul", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300992, "name": "Enspyre Wealth Advisors, Inc.", "name_as_filed": "ENSPYRE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/enspyre-wealth-advisors-inc-woodbury-mn-300992", "city": "Woodbury", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165139, "name": "Epiq Partners, LLC", "name_as_filed": "EPIQ PARTNERS, LLC", "url": "https://advisorcensus.com/firm/epiq-partners-llc-minneapolis-mn-165139", "city": "Minneapolis", "state": "MN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304113, "name": "Equal Voices Wealth LLC", "name_as_filed": "EQUAL VOICES WEALTH LLC", "url": "https://advisorcensus.com/firm/equal-voices-wealth-llc-minneapolis-mn-304113", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 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": 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": 108423, "name": "Gary L. Greenberg", "name_as_filed": "GARY L. 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