{
  "path": "/advisors/mn/minneapolis/flat-fee",
  "url": "https://advisorcensus.com/advisors/mn/minneapolis/flat-fee/page/3",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Minneapolis, MN",
  "filters": {},
  "scope_total": 230,
  "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": "AdvisorCensus lists 230 investment advisory firms with a principal office in the Minneapolis metro area 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": "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. Flat-fee financial advisors in Minneapolis, MN: 230 firms from Form ADV filings as of October 2026.",
  "total_firms": 230,
  "page": 3,
  "total_pages": 5,
  "sort": "name",
  "registration_types": {
    "sec": 157,
    "state": 73,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 85
    },
    {
      "code": "percentage_of_aum",
      "count": 216
    },
    {
      "code": "hourly",
      "count": 127
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 230
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 14
    },
    {
      "code": "other",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 64
    },
    {
      "code": "5_to_9",
      "count": 61
    },
    {
      "code": "10_to_19",
      "count": 60
    },
    {
      "code": "20_plus",
      "count": 45
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 33
    },
    {
      "code": "25m_100m",
      "count": 36
    },
    {
      "code": "100m_500m",
      "count": 68
    },
    {
      "code": "500m_1b",
      "count": 36
    },
    {
      "code": "1b_5b",
      "count": 31
    },
    {
      "code": "over_5b",
      "count": 16
    },
    {
      "code": "not_reported",
      "count": 10
    }
  ],
  "firms": [
    {
      "crd_number": 167485,
      "name": "Guardian Wealth Strategies, LLC",
      "name_as_filed": "GUARDIAN WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/guardian-wealth-strategies-llc-minneapols-mn-167485",
      "city": "Minneapols",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170734,
      "name": "Guide Financial Planning",
      "name_as_filed": "GUIDE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/guide-financial-planning-shoreview-mn-170734",
      "city": "Shoreview",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152914,
      "name": "Hammer Advisory Services, Inc.",
      "name_as_filed": "HAMMER ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/hammer-advisory-services-inc-woodbury-mn-152914",
      "city": "Woodbury",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306877,
      "name": "Hays Financial Group, LLC",
      "name_as_filed": "HAYS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/hays-financial-group-llc-minneapolis-mn-306877",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332065,
      "name": "Heartworth Financial LLC",
      "name_as_filed": "HEARTWORTH FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/heartworth-financial-llc-st-louis-park-mn-332065",
      "city": "St Louis Park",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115308,
      "name": "Heritage Capital Advisors, LLC",
      "name_as_filed": "HERITAGE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/heritage-capital-advisors-llc-st-paul-mn-115308",
      "city": "St Paul",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164790,
      "name": "Highmark Wealth Management LLC",
      "name_as_filed": "HIGHMARK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/highmark-wealth-management-llc-st-paul-mn-164790",
      "city": "St. Paul",
      "state": "MN",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307642,
      "name": "Holleyjo Wealth Advisors",
      "name_as_filed": "HOLLEYJO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/holleyjo-wealth-advisors-edina-mn-307642",
      "city": "Edina",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332244,
      "name": "Hyland Lake Partners",
      "name_as_filed": "HYLAND LAKE PARTNERS",
      "url": "https://advisorcensus.com/firm/hyland-lake-partners-edina-mn-332244",
      "city": "Edina",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335563,
      "name": "Indiwealth",
      "name_as_filed": "INDIWEALTH",
      "url": "https://advisorcensus.com/firm/indiwealth-maple-grove-mn-335563",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290721,
      "name": "Jeffrey A. Drayton Financial Group, Inc.",
      "name_as_filed": "JEFFREY A. DRAYTON FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/jeffrey-a-drayton-financial-group-inc-maple-grove-mn-290721",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106550,
      "name": "Jnba Financial Advisors, LLC",
      "name_as_filed": "JNBA FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289094,
      "name": "Knox Avenue Financial Corp.",
      "name_as_filed": "KNOX AVENUE FINANCIAL CORP.",
      "url": "https://advisorcensus.com/firm/knox-avenue-financial-corp-st-paul-mn-289094",
      "city": "St. Paul",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154830,
      "name": "Koob Wealth Management, LLC",
      "name_as_filed": "KOOB WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/koob-wealth-management-llc-white-bear-township-mn-154830",
      "city": "White Bear Township",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291436,
      "name": "Kubo Financial Planning and Investments, LLC",
      "name_as_filed": "KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/kubo-financial-planning-and-investments-llc-edina-mn-291436",
      "city": "Edina",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311320,
      "name": "Kure Advisory, LLC",
      "name_as_filed": "KURE ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/kure-advisory-llc-plymouth-mn-311320",
      "city": "Plymouth",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299967,
      "name": "Kusske Financial, Inc.",
      "name_as_filed": "KUSSKE FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/kusske-financial-inc-burnsville-mn-299967",
      "city": "Burnsville",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333803,
      "name": "Landcasted Capital Management LLC",
      "name_as_filed": "LANDCASTED CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/landcasted-capital-management-llc-waconia-mn-333803",
      "city": "Waconia",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175089,
      "name": "Lebens Advisory Group LLC",
      "name_as_filed": "LEBENS ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/lebens-advisory-group-llc-lakeville-mn-175089",
      "city": "Lakeville",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143138,
      "name": "Legacies Wealth LLC",
      "name_as_filed": "LEGACIES WEALTH LLC",
      "url": "https://advisorcensus.com/firm/legacies-wealth-llc-minnetonka-mn-143138",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306732,
      "name": "Legacy Wealth",
      "name_as_filed": "LEGACY WEALTH",
      "url": "https://advisorcensus.com/firm/legacy-wealth-woodbury-mn-306732",
      "city": "Woodbury",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105826,
      "name": "Leuthold Weeden Capital Management",
      "name_as_filed": "LEUTHOLD WEEDEN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/leuthold-weeden-capital-management-minneapolis-mn-105826",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310258,
      "name": "Leverty Financial Group, LLC",
      "name_as_filed": "LEVERTY FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/leverty-financial-group-llc-hudson-wi-310258",
      "city": "Hudson",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 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": 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": 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",
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  "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"
  }
}