# Financial advisors with no account minimum in Minneapolis, MN

> AdvisorCensus lists 45 investment advisory firms with a principal office in the Minneapolis metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mn/minneapolis/no-account-minimum

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 45
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (33%); Percentage of assets 44 (98%); Hourly charges 16 (36%); Fixed fees 34 (76%); Commissions 2 (4%); Performance-based fees 1 (2%); Other 7 (16%)
- Regulatory assets under management (Item 5.F): $100 million to $500 million 29 (64%); $500 million to $1 billion 9 (20%); $1 billion to $5 billion 4 (9%); Over $5 billion 3 (7%)
- Years registered: Under 5 years 16 (36%); 5 to 9 years 17 (38%); 10 to 19 years 9 (20%); 20 years or more 3 (7%)

## Firms (page 1 of 1, 1 to 45 of 45, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abbey Street](https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107) ([md](https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107.md)) | 305107 | Eden Prairie, MN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Advisory Solutions Group](https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919) ([md](https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919.md)) | 339919 | Plymouth, MN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [All Star Financial](https://advisorcensus.com/firm/all-star-financial-minneapolis-mn-323765) ([md](https://advisorcensus.com/firm/all-star-financial-minneapolis-mn-323765.md)) | 323765 | Minneapolis, MN | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Ballast Advisors, LLC](https://advisorcensus.com/firm/ballast-advisors-llc-woodbury-mn-285991) ([md](https://advisorcensus.com/firm/ballast-advisors-llc-woodbury-mn-285991.md)) | 285991 | Woodbury, MN | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Commissions |
| [Berger Financial Group](https://advisorcensus.com/firm/berger-financial-group-plymouth-mn-308174) ([md](https://advisorcensus.com/firm/berger-financial-group-plymouth-mn-308174.md)) | 308174 | Plymouth, MN | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Bluestem Wealth Partners, LLC](https://advisorcensus.com/firm/bluestem-wealth-partners-llc-minnetonka-mn-324489) ([md](https://advisorcensus.com/firm/bluestem-wealth-partners-llc-minnetonka-mn-324489.md)) | 324489 | Minnetonka, MN | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Fixed fee |
| [Bright Angel Advisors LLC](https://advisorcensus.com/firm/bright-angel-advisors-llc-st-paul-mn-311704) ([md](https://advisorcensus.com/firm/bright-angel-advisors-llc-st-paul-mn-311704.md)) | 311704 | St. Paul, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Captar Private Wealth](https://advisorcensus.com/firm/captar-private-wealth-st-louis-park-mn-325537) ([md](https://advisorcensus.com/firm/captar-private-wealth-st-louis-park-mn-325537.md)) | 325537 | St. Louis Park, MN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Cedar Cove Wealth Partners](https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245) ([md](https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245.md)) | 336245 | Bloomington, MN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [CFG Retirement](https://advisorcensus.com/firm/cfg-retirement-edina-mn-179516) ([md](https://advisorcensus.com/firm/cfg-retirement-edina-mn-179516.md)) | 179516 | Edina, MN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Cornerstone Wealth Advisors, Inc.](https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-edina-mn-124947) ([md](https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-edina-mn-124947.md)) | 124947 | Edina, MN | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Fixed fee |
| [Ehlers](https://advisorcensus.com/firm/ehlers-minneapolis-mn-146385) ([md](https://advisorcensus.com/firm/ehlers-minneapolis-mn-146385.md)) | 146385 | Minneapolis, MN | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Fiduciary Counselling Inc](https://advisorcensus.com/firm/fiduciary-counselling-inc-st-paul-mn-104753) ([md](https://advisorcensus.com/firm/fiduciary-counselling-inc-st-paul-mn-104753.md)) | 104753 | St Paul, MN | SEC-registered investment adviser | Over $5 billion | 59 | % of assets, Fixed fee |
| [Fpnavigators](https://advisorcensus.com/firm/fpnavigators-maple-grove-mn-332831) ([md](https://advisorcensus.com/firm/fpnavigators-maple-grove-mn-332831.md)) | 332831 | Maple Grove, MN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Freedom Financial Partners LLC](https://advisorcensus.com/firm/freedom-financial-partners-llc-oakdale-mn-327560) ([md](https://advisorcensus.com/firm/freedom-financial-partners-llc-oakdale-mn-327560.md)) | 327560 | Oakdale, MN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Gary L. Greenberg](https://advisorcensus.com/firm/gary-l-greenberg-eden-prairie-mn-108423) ([md](https://advisorcensus.com/firm/gary-l-greenberg-eden-prairie-mn-108423.md)) | 108423 | Eden Prairie, MN | SEC-registered investment adviser | $100 million to $500 million | 41 | % of assets, Fixed fee |
| [Gradient Wealth Management](https://advisorcensus.com/firm/gradient-wealth-management-arden-hills-mn-127701) ([md](https://advisorcensus.com/firm/gradient-wealth-management-arden-hills-mn-127701.md)) | 127701 | Arden Hills, MN | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee, Other |
| [Hays Financial Group, LLC](https://advisorcensus.com/firm/hays-financial-group-llc-minneapolis-mn-306877) ([md](https://advisorcensus.com/firm/hays-financial-group-llc-minneapolis-mn-306877.md)) | 306877 | Minneapolis, MN | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Highmark Wealth Management LLC](https://advisorcensus.com/firm/highmark-wealth-management-llc-st-paul-mn-164790) ([md](https://advisorcensus.com/firm/highmark-wealth-management-llc-st-paul-mn-164790.md)) | 164790 | St. Paul, MN | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Josh Arnold Investment Consultant, LLC](https://advisorcensus.com/firm/josh-arnold-investment-consultant-llc-edina-mn-163088) ([md](https://advisorcensus.com/firm/josh-arnold-investment-consultant-llc-edina-mn-163088.md)) | 163088 | Edina, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Knox Avenue Financial Corp.](https://advisorcensus.com/firm/knox-avenue-financial-corp-st-paul-mn-289094) ([md](https://advisorcensus.com/firm/knox-avenue-financial-corp-st-paul-mn-289094.md)) | 289094 | St. Paul, MN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Logan Park Wealth Management](https://advisorcensus.com/firm/logan-park-wealth-management-minneapolis-mn-299007) ([md](https://advisorcensus.com/firm/logan-park-wealth-management-minneapolis-mn-299007.md)) | 299007 | Minneapolis, MN | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [MD Financial Advisors / Vestment Financial](https://advisorcensus.com/firm/md-financial-advisors-vestment-financial-chanhassen-mn-168771) ([md](https://advisorcensus.com/firm/md-financial-advisors-vestment-financial-chanhassen-mn-168771.md)) | 168771 | Chanhassen, MN | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Mindful Asset Planning](https://advisorcensus.com/firm/mindful-asset-planning-apple-valley-mn-113965) ([md](https://advisorcensus.com/firm/mindful-asset-planning-apple-valley-mn-113965.md)) | 113965 | Apple Valley, MN | SEC-registered investment adviser | $500 million to $1 billion | 11 | Hourly, Fixed fee, Other |
| [MWM Wealth Advisory, LLC](https://advisorcensus.com/firm/mwm-wealth-advisory-llc-plymouth-mn-287705) ([md](https://advisorcensus.com/firm/mwm-wealth-advisory-llc-plymouth-mn-287705.md)) | 287705 | Plymouth, MN | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Northrock Partners, LLC](https://advisorcensus.com/firm/northrock-partners-llc-minneapolis-mn-167908) ([md](https://advisorcensus.com/firm/northrock-partners-llc-minneapolis-mn-167908.md)) | 167908 | Minneapolis, MN | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee, Performance fee |
| [Pack Private Wealth, LLC](https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523) ([md](https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523.md)) | 310523 | Wayzata, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Paradigm, Strategies in Wealth Management, LLC](https://advisorcensus.com/firm/paradigm-strategies-in-wealth-management-llc-maple-grove-mn-110372) ([md](https://advisorcensus.com/firm/paradigm-strategies-in-wealth-management-llc-maple-grove-mn-110372.md)) | 110372 | Maple Grove, MN | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Petros Family Wealth, LLC](https://advisorcensus.com/firm/petros-family-wealth-llc-bloomington-mn-324059) ([md](https://advisorcensus.com/firm/petros-family-wealth-llc-bloomington-mn-324059.md)) | 324059 | Bloomington, MN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [PSC Financial LLC](https://advisorcensus.com/firm/psc-financial-llc-bloomington-mn-172054) ([md](https://advisorcensus.com/firm/psc-financial-llc-bloomington-mn-172054.md)) | 172054 | Bloomington, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Rossjohnson & Associates, LLC](https://advisorcensus.com/firm/rossjohnson-and-associates-llc-plymouth-mn-297583) ([md](https://advisorcensus.com/firm/rossjohnson-and-associates-llc-plymouth-mn-297583.md)) | 297583 | Plymouth, MN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Commissions |
| [Running Oak Capital LLC](https://advisorcensus.com/firm/running-oak-capital-llc-minneapolis-mn-286656) ([md](https://advisorcensus.com/firm/running-oak-capital-llc-minneapolis-mn-286656.md)) | 286656 | Minneapolis, MN | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Sieben Wealth Planning LLC](https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368) ([md](https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368.md)) | 315368 | Edina, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Somerset Group LLC](https://advisorcensus.com/firm/somerset-group-llc-wayzata-mn-160282) ([md](https://advisorcensus.com/firm/somerset-group-llc-wayzata-mn-160282.md)) | 160282 | Wayzata, MN | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Strategic Wealth Group](https://advisorcensus.com/firm/strategic-wealth-group-eden-prairie-mn-284430) ([md](https://advisorcensus.com/firm/strategic-wealth-group-eden-prairie-mn-284430.md)) | 284430 | Eden Prairie, MN | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Summit Investment Advisory Services](https://advisorcensus.com/firm/summit-investment-advisory-services-roseville-mn-168594) ([md](https://advisorcensus.com/firm/summit-investment-advisory-services-roseville-mn-168594.md)) | 168594 | Roseville, MN | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Tailwinds Wealth, LLC](https://advisorcensus.com/firm/tailwinds-wealth-llc-vadnais-heights-mn-322924) ([md](https://advisorcensus.com/firm/tailwinds-wealth-llc-vadnais-heights-mn-322924.md)) | 322924 | Vadnais Heights, MN | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [The Wealth Group - Austin B. Colby & Associates](https://advisorcensus.com/firm/the-wealth-group-austin-b-colby-and-associates-eden-prairie-mn-311385) ([md](https://advisorcensus.com/firm/the-wealth-group-austin-b-colby-and-associates-eden-prairie-mn-311385.md)) | 311385 | Eden Prairie, MN | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Total Wealth Advisors, LLC](https://advisorcensus.com/firm/total-wealth-advisors-llc-hopkins-mn-164633) ([md](https://advisorcensus.com/firm/total-wealth-advisors-llc-hopkins-mn-164633.md)) | 164633 | Hopkins, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Trailhead Planners, LLC](https://advisorcensus.com/firm/trailhead-planners-llc-edina-mn-284610) ([md](https://advisorcensus.com/firm/trailhead-planners-llc-edina-mn-284610.md)) | 284610 | Edina, MN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Trumix Advisors](https://advisorcensus.com/firm/trumix-advisors-bloomington-mn-310222) ([md](https://advisorcensus.com/firm/trumix-advisors-bloomington-mn-310222.md)) | 310222 | Bloomington, MN | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Vera Lake Capital, LLC](https://advisorcensus.com/firm/vera-lake-capital-llc-edina-mn-341142) ([md](https://advisorcensus.com/firm/vera-lake-capital-llc-edina-mn-341142.md)) | 341142 | Edina, MN | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Vermillion Wealth Management Inc.](https://advisorcensus.com/firm/vermillion-wealth-management-inc-rosemount-mn-281978) ([md](https://advisorcensus.com/firm/vermillion-wealth-management-inc-rosemount-mn-281978.md)) | 281978 | Rosemount, MN | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Wold Financial Group](https://advisorcensus.com/firm/wold-financial-group-mendota-heights-mn-316409) ([md](https://advisorcensus.com/firm/wold-financial-group-mendota-heights-mn-316409.md)) | 316409 | Mendota Heights, MN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Yes Wealth Management](https://advisorcensus.com/firm/yes-wealth-management-mahtomedi-mn-172591) ([md](https://advisorcensus.com/firm/yes-wealth-management-mahtomedi-mn-172591.md)) | 172591 | Mahtomedi, MN | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |

## Questions people ask

**Which financial advisors in Minneapolis, MN have no account minimum?**
45 investment advisory firms with a principal office in the Minneapolis metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one.

**How many financial advisory firms are there in Minneapolis, MN?**
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.

**How many fee-only financial advisors are in Minneapolis, MN?**
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.

**How many financial advisors in Minneapolis, MN offer financial planning?**
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.

**Are the financial advisors in Minneapolis, MN fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Minnesota](https://advisorcensus.com/advisors/mn) (https://advisorcensus.com/advisors/mn.md)
- [Financial advisors in Minneapolis, MN](https://advisorcensus.com/advisors/mn/minneapolis) (https://advisorcensus.com/advisors/mn/minneapolis.md)
- [Fee-only financial advisors in Minneapolis, MN](https://advisorcensus.com/advisors/mn/minneapolis/fee-only) (https://advisorcensus.com/advisors/mn/minneapolis/fee-only.md)
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- [Financial advisors in Wayzata, MN](https://advisorcensus.com/advisors/mn/minneapolis/wayzata) (https://advisorcensus.com/advisors/mn/minneapolis/wayzata.md)
- [Financial advisors in Plymouth, MN](https://advisorcensus.com/advisors/mn/minneapolis/plymouth) (https://advisorcensus.com/advisors/mn/minneapolis/plymouth.md)
- [Financial advisors in Eden Prairie, MN](https://advisorcensus.com/advisors/mn/minneapolis/eden-prairie) (https://advisorcensus.com/advisors/mn/minneapolis/eden-prairie.md)
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- [Financial advisors in Maple Grove, MN](https://advisorcensus.com/advisors/mn/minneapolis/maple-grove) (https://advisorcensus.com/advisors/mn/minneapolis/maple-grove.md)
- [Financial advisors in Duluth](https://advisorcensus.com/advisors/mn/duluth) (https://advisorcensus.com/advisors/mn/duluth.md)
- [Financial advisors in Rochester](https://advisorcensus.com/advisors/mn/rochester) (https://advisorcensus.com/advisors/mn/rochester.md)
- [Financial advisors in St. Cloud](https://advisorcensus.com/advisors/mn/st-cloud) (https://advisorcensus.com/advisors/mn/st-cloud.md)
- [Financial advisors in Mankato](https://advisorcensus.com/advisors/mn/mankato) (https://advisorcensus.com/advisors/mn/mankato.md)

Cite as: AdvisorCensus. Financial advisors with no account minimum in Minneapolis, MN: 45 firms from Form ADV filings as of October 2026.