Flat fee financial advisors in Minnesota
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Minnesota is $5,250, from 107 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,600-$12,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,250 | $2,600-$12,500 | 107 firms |
Flat fee financial advisors in Minnesota and their published fees
107 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Encore Wealth AdvisorsMorris | $100-$310/hr | $100-$3,000 | Not published |
| Nextgen Financial Advice LLCElko New Market | $200/hr | $100-$5,000 | $50-$400/mo |
| Pivotal Wealth and TaxPreston | $50-$400/hr | $125-$1,110 | $150-$3,000/mo |
| Navista Wealth Management, Inc.Minnetonka | $75-$350/hr | $200-$5,000 | $500/mo |
| Aberdour InvestmentsShoreview | $80-$250/hr | $250-$5,000 | Not published |
| Aquinas Capital Advisors LLCBlaine | $125/hr | $250-$2,000 | Not published |
| Summit Investment Advisory ServicesRoseville | $125-$250/hr | $250-$2,500 | Not published |
| Bluestem Wealth Partners, LLCMinnetonka | Not published | $300-$20,000 | Not published |
| Oak Financial Planning and Coaching, LLCMaple Grove | Not published | $350-$2,500 | $300-$625/qtr |
| Affiance Financial LLCSt. Louis Park | Not published | $500-$25,000 | Not published |
| AlphacopiaAnnandale | Not published | $500-$25,000 | Not published |
| Boreal Advisors LLCNew Brighton | Not published | $500-$5,000 | $500-$5,000/yr |
| Captar Private WealthSt. Louis Park | Not published | $500-$100,000 | Not published |
| Contego Capital Group, Inc.Edina | Not published | $500-$5,000 | Not published |
| Couloir Wealth Advisors, Inc.Welch | $250/hr | $500-$10,000 | $100-$1,500/mo |
| Dorval & Chorne Financial AdvisorsMaple Grove | Not published | $500-$5,000 | Not published |
| Due North Financial, LLCEveleth | $200/hr | $500-$2,000 | Not published |
| Excel Financial, LLCRed Wing | $250/hr | $500-$10,000 | $1,700/yr |
| Northrock Partners, LLCMinneapolis | Not published | $500-$10,000 | $5,000/yr |
| Paladin CapitalArden Hills | $350/hr | $500-$25,000 | Not published |
| Petros Family Wealth, LLCBloomington | Not published | $500-$10,000 | Not published |
| Quarry Hill AdvisorsSaint Paul | $300/hr | $500-$10,000 | Not published |
| Secured Retirement Advisors, LLCSt Louis Park | $500/hr | $500-$25,000 | Not published |
| Strategic Asset Management LLC.Rochester | Not published | $500-$2,500 | Not published |
| Sword and Shield Solutions LLCSavage | Not published | $500-$2,500 | $100/mo |
| Vantage Point Wealth ManagementPlymouth | $250/hr | $500-$5,000 | Not published |
| Wealth Span Capital ManagementNorthfield | Not published | $500-$10,000 | Not published |
| Wojick Capital ManagementZumbrota | Not published | $500 | Not published |
| 360 FinancialWayzata | $325/hr | $600-$20,000 | Not published |
| Heartworth Financial LLCSt Louis Park | $350/hr | $600-$1,200 | Not published |
| Adviser Financial Group, IncRochesterNo AUM fee | $175-$200/hr | $750-$3,000 | $500/yr |
| Bond & Devick Wealth PartnersSaint Louis Park | $350/hr | $750-$50,000 | Not published |
| Thoughtful Financial Planning, LLCMinneapolis | $425/hr | $850 | Not published |
| Access Financial Services, Inc.Minneapolis | $250-$400/hr | $1,000 | Not published |
| Adaptive Financial Design LLCMinneapolis | Not published | $1,000 | $200-$500/mo |
| Bearing Point CapitalRichfield | Not published | $1,000-$150,000 | Not published |
| Bluprint Financial, LLCRed Wing | $250/hr | $1,000-$25,000 | $2,500-$25,000/yr |
| Crafted Wealth ManagementMinneapolis | $300-$500/hr | $1,000-$5,000 | $12,000/yr |
| Epiq Partners, LLCMinneapolis | Not published | $1,000-$25,000 | Not published |
| First Class FinancialGolden Valley | Not published | $1,000-$25,000 | $900-$36,000/yr |
| Freedom Financial Partners LLCOakdale | Not published | $1,000-$100,000 | Not published |
| Hyland Lake PartnersEdina | Not published | $1,000 | Not published |
| Lundeen Abrams Advisors, LLCMinnetonka | Not published | $1,000-$5,000 | Not published |
| Modus Advisors, LLCExcelsior | $300/hr | $1,000-$10,000 | Not published |
| Paratus Wealth Management, LLCLong Lake | $150/hr | $1,000 | Not published |
| Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis | $250-$500/hr | $1,000-$10,000 | Not published |
| Siol Wealth AdvisorsMinneapolis | Not published | $1,000-$25,000 | Not published |
| Strong Tower Advisory ServicesMinneapolis | Not published | $1,000-$10,000 | Not published |
| Vermillion Wealth Management Inc.Rosemount | Not published | $1,000-$5,000 | $2,000-$8,000/yr |
| Wealth Den FinancialMound | $200/hr | $1,000-$3,000 | Not published |
| Drost FinancialHam Lake | Not published | $1,200-$10,000 | Not published |
| Renovate Financial PlanningBlaine | $230/hr | $1,200-$35,000 | $200-$2,500/mo |
| Side-By-Side Financial Planning, LLCPlymouthNo AUM fee | Not published | $1,300-$5,460 | $145-$400/mo |
| Ascent AdvisorsMankato | $350-$2,000/hr | $1,500-$100,000 | Not published |
| Boyum Wealth Architects LLCBloomington | $350/hr | $1,500-$50,000 | Not published |
| Fiduciary Counselling IncSt Paul | Not published | $1,500 | $500/yr |
| Fortress Financial Group, LLCRochester | Not published | $1,500-$20,000 | $1,500-$20,000/yr |
| Gen Financial Management Inc.Plymouth | Not published | $1,500-$15,000 | $1,000/yr |
| Greater Good FinancialApple Valley | Not published | $1,500 | $250/mo |
| Guardian Wealth Strategies, LLCMinneapols | Not published | $1,500 | Not published |
| Jnba Financial Advisors, LLCBloomington | $125-$250/hr | $1,500-$10,000 | $10,000/yr |
| Luminous MoneyMinneapolis | $200/hr | $1,500-$15,000 | $1,200-$15,000/yr |
| Mindful Asset PlanningApple Valley | Not published | $1,500 | Not published |
| Pitzl FinancialArden Hills | $300/hr | $1,500-$5,000 | Not published |
| Sona Wealth, Sona Wealth Management, Sona Wealth AdvisorsChanhassen | $375/hr | $1,500-$4,000 | $6,000-$40,000/yr |
| The Retirement Planning CenterBovey | $185/hr | $1,500 | Not published |
| Thompson Financial Transitions Inc.White Bear Lake | Not published | $1,500 | Not published |
| Guide Financial PlanningShoreview | $250/hr | $1,800-$4,500 | $150-$800/mo |
| Great Waters FinancialShoreview | $150-$350/hr | $2,000-$4,500 | Not published |
| Lebens Advisory Group LLCLakeville | Not published | $2,000 | Not published |
| Allodium Investment Consultants, LLCMinneapolis | $200-$500/hr | $2,500-$50,000 | $50,000-$100,000/yr |
| Counterculture WealthSaint Anthony | Not published | $2,500-$6,000 | $85-$400/mo |
| Echo Wealth Management, LLCPlymouth | Not published | $2,500-$6,000 | Not published |
| Phillip James Financial Co.Plymouth | Not published | $2,500-$5,000 | $12,500/yr |
| Pine Grove Financial GroupWoodbury | Not published | $2,500-$10,000 | Not published |
| R.m. Shannon Wealth Management, LLCSt. Paul | $300/hr | $2,500-$20,000 | $5,000/yr |
| The Advocate Group, LLCMinnetonka | Not published | $2,500-$20,000 | Not published |
| Bluenose Wealth LLCSouth Minneapolis | $300/hr | $3,000-$15,000 | $28,000/yr |
| Caissa Wealth StrategiesBloomington | $170-$450/hr | $3,000 | Not published |
| Calibration FinancialMilaca | $150-$300/hr | $3,000-$6,000 | Not published |
| Clerestory Advisors, IncBloomington | Not published | $3,000-$5,000 | Not published |
| Cornerstone Wealth Advisors, Inc.Edina | Not published | $3,000-$40,000 | $15,000/yr |
| FpnavigatorsMaple Grove | Not published | $3,000-$15,000 | $150-$1,000/mo |
| Silveroak Wealth Management LLCEdina | $50-$350/hr | $3,000-$25,000 | $1,500-$6,000/mo |
| Torchlight FinancialEdina | $300/hr | $3,000-$12,000 | $5,000/yr |
| Winter & Associates, Inc.St. Paul | $350-$400/hr | $3,500-$6,500 | Not published |
| Your Path Wealth ManagementBloomington | $350/hr | $3,600 | Not published |
| ST. Croix Advisors, LLCWoodbury | Not published | $4,500 | Not published |
| Cahill Financial Advisors, Inc.Edina | Not published | Up to $5,000 | Not published |
| Fidere AdvisorsMinnetonka | $100/hr | $5,000 | Not published |
| Landcasted Capital Management LLCWaconia | Not published | $5,000 | Not published |
| Parr Mcknight Wealth Management GroupMinneapolis | Not published | $5,000-$300,000 | Not published |
| Wisdom Wealth ManagementBloomington | $500/hr | $5,000-$10,000 | Not published |
| RLN WealthPlymouth | $500/hr | $6,500-$30,000 | Not published |
| Flourish Wealth Management Inc.Edina | $150-$400/hr | $7,500-$30,000 | Not published |
| Paradigm, Strategies in Wealth Management, LLCMaple Grove | Not published | $7,500 | Not published |
| White Oaks Wealth Advisors, Inc.Minneapolis | Not published | $7,500 | $25,000/yr |
| White Turf Financial LLC.St Paul | Not published | $7,500-$10,000 | $750-$1,000/mo |
| Authentic Life Financial PlanningMinneapolis | $300/hr | $8,000 | Not published |
| Boulay WealthEden Prairie | $150-$450/hr | $10,000-$50,000 | Not published |
| Enspyre Wealth Advisors, Inc.Woodbury | Not published | $10,000 | $10,000/yr |
| Hauge Wealth Management, LLCSt. Louis Park | Not published | $10,000 | Not published |
| All Terrain Financial AdvisorsCoon Rapids | $250/hr | $20,000 | Not published |
| All Star FinancialMinneapolis | Not published | $25,000 | Not published |
| Mako Wealth GroupRochester | $350/hr | Up to $25,000 | Not published |
| Carson CapitalSt. Louis Park | $1,000/hr | $50,000 | Not published |
| IwealthWaseca | $500/hr | $50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (127)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 7TH ST. Financial, Chaska
- Abbey Street, Eden Prairie
- Abens Financial Services Inc, Edina
- Acumen Financial Advisors, LLC, Edina
- Ais Planning, St. Cloud
- Barrington Capital Management, Inc., Bloomington
- Blum Capital Management, LLC, Brainerd
- Compass Private Wealth Consulting, LLC, Prior Lake
- DSG Capital Advisors, LLC, Edina
- Duval Investment Group, Minnetonka
- E-Wealth Partners, Minnetonka
- Efficient Market Investments, LLC, Apple Valley
- Endurance Financial Group, St. Paul
- Equal Voices Wealth LLC, Minneapolis
- Everest Financial Group, Minneapolis
- FFP Wealth Management, LLC, Coon Rapids
- Financial Empowerment LLC, Burnsville
- Financial Perspectives, Minneapolis
- Focus Financial, Minneapolis
- Foundry Wealth Group, Minneapolis
- Guardian Wealth Advisors, LLC, St Louis Park
- Hammer Advisory Services, Inc., Woodbury
- Holleyjo Wealth Advisors, Edina
- Illumifi Wealth, Blaine
- Lifestage Wealth Management, Inc., Coon Rapids
- Liv Wealth Management, Long Lake
- Longview Financial, Inc., Zimmerman
- Marks Group Wealth Management, Inc., Minnetonka
- MD Financial Advisors / Vestment Financial, Chanhassen
- MHS Advisory Services, LLC, Maple Grove
- MSM Financial, LLC, Minneapolis
- Nepsis, Inc., Minneapolis
- Pankonin Financial Group, Belle Plaine
- Perceptive Edge Investment Management, Inc., Wayzata
- Pharmd Financial Planning LLC, Owatonna
- Planwell Financial Guidance, LLC, Blooming Prairie
- Pulse Financial Planning, Oronoco
- Rising Financial, Robbinsdale
- Rossi Dubuque Breckenridge, LLC, Plymouth
- Saffron Capital, LLC, Minneapolis
- Superior Financial, LLC, Rochester
- Tradition Wealth Management LLC, Edina
- Trailhead Planners, LLC, Edina
- Trott Brook Financial, Anoka
- Trumix Advisors, Bloomington
- Twin Cities Wealth Strategies, Inc., Maple Grove
- Valtinson Bruner Financial Planning, New Brighton
- Wealth Transitions, Forest Lake
- Wealthspring Advisors, LLC, Minneapolis
- Webb Financial Group, Bloomington
- Willie J. Price, Inc, Arden Hills
- 5 Stone Financial Group, LLC, Champlin
- Accredited Investors Wealth Management, Edina
- Adams-Hansen & Associates, Minnetonka
- Advisornet Wealth Partners, Minnetonka
- Aegis Investment Management, LLC, Red Wing
- Ataraxis Financial, Rochester
- Bane O'leary LLC, Bloomington
- Baztec Capital Management, LLC, Edina
- Berger Financial Group, Plymouth
- BGM Wealth Management, Bloomington
- Birchwood Financial Partners, Inc., Bloomington
- BPS Capital Management, Inc., Bloomington
- Bridgehaven Capital Management LLC, Excelsior
- Cardinal Wealth Advisors, L.L.C., Edina
- Castle Rock Financial Planning, Inc., Mendota Heights
- Cedar Cove Wealth Partners, Bloomington
- Christensen Group Financial, LLC, Eden Prairie
- Colleen Weber CPA, LLC, Chanhassen
- Compass Capital Management Inc, Minneapolis
- Cordis Financial, LLC, Minneapolis
- CRG Wealth, LLC, Clear Lake
- Dougherty & Associates Financial Advisors, Inc., Buffalo
- Excelsior Investors, Excelsior
- Exhale Wealth, Edina
- Fiat Wealth Management, Wayzata
- Financial Compass Corporation, Eden Prairie
- Forethought Planning LLC, Minneapolis
- Gary L. Greenberg, Eden Prairie
- Greater Midwest Financial Group, LLC, Saint Paul
- Grounded Wealth, Plymouth
- Hays Financial Group, LLC, Minneapolis
- Highmark Wealth Management LLC, St. Paul
- Indiwealth, Maple Grove
- Jeffrey A. Drayton Financial Group, Inc., Maple Grove
- Knox Avenue Financial Corp., St. Paul
- Kodiak Investment Management LLC, Aitkin
- Koob Wealth Management, LLC, White Bear Township
- Kubo Financial Planning and Investments, LLC, Edina
- Kure Advisory, LLC, Plymouth
- Legacy Retirement Advisors, Mankato
- Lfa, St. Cloud
- Lifelong Wealth Advisors, Inc., Arden Hills
- Linnhavn Wealth Advisors LLC, Inver Grove Heights
- Lions Gate Sovereign Capital, LLC, White Bear Lake
- Lions Wealth Management, St Louis Park
- Logan Park Wealth Management, Minneapolis
- Mairs & Power, St. Paul
- Maris Wealth Management LLC, Duluth
- Midwest Financial Partners, St. Cloud
- Minnewashta Rio, LLC, Shorewood
- MJT & Associates Financial Advisory Group, Inc., Montevideo
- Navpoint Financial, Inc., Prior Lake
- Nicollet Investment Management, Inc., Minneapolis
- Oakfort Wealth Partners, Minnetonka
- Pairone Private Wealth, Lakeville
- Palisade Asset Management, LLC, Minneapolis
- Peak Financial Consulting, Inc., Bloomington
- Prevail Financial Partners, LLC, Bayport
- Punch & Associates Investment Management, Inc., Edina
- Retire Agile, Hermantown
- Retirement Planning and Management, Inc., Lakeville
- Strategic Finance & Management, LLC, Prior Lake
- Tealwood Asset Management, Minneapolis
- Telos Solutions, Edina
- The Cornish Group LLC Dba Cornish Financial Services Group, Fergus Falls
- The Financial Planning Co., Waconia
- The Hatlestad Group, Edina
- The Wealth Group - Austin B. Colby & Associates, Eden Prairie
- Total Wealth Advisors, LLC, Hopkins
- Twin Arbor Wealth Management LLC, Saint Paul
- Upstream Financial Advisors LLC, Victoria
- Usadvisors Wealth Management, LLC, Eden Prairie
- Vera Lake Capital, LLC, Edina
- Vip Financial Associates, Woodbury
- Vision Financial Planning LLC., Byron
- Wealth Planning Systems, LLC, Bloomington