Fiduciary advisors in Bloomington, MN

25 registered advisers

Bloomington is Mall of America's home city, but the advisory market here is driven by Twin Cities corporate headquarters and suburban professional households. Among them, 22 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

BEARING POINT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #332023
Typical Fee1.25%
AUM$907M
Minimum--
Clients715

BGM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #110483
Typical Fee--
AUM$517M
Minimum--
Clients889

BIRCHWOOD FINANCIAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #169962
Typical Fee--
AUM$744M
Minimum--
Clients1,720

BOULEVARD

Clean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #164423
Typical Fee--
AUM$119M
Minimum--
Clients858

BOYUM WEALTH ARCHITECTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #161261
Typical Fee--
AUM$564M
Minimum--
Clients1,155

BPS CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Bloomington, MinnesotaCRD #120006
Typical Fee--
AUM$3.1B
Minimum--
Clients67

CAISSA WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #150458
Typical Fee--
AUM$286M
Minimum--
Clients593

CEDAR COVE WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #336245
Typical Fee--
AUM$432M
Minimum--
Clients1,861

DEVENIR INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Bloomington, MinnesotaCRD #132824
Typical Fee--
AUM$12.0B
Minimum--
Clients48

FBD ASSET MGMT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #307216
Typical Fee--
AUM$49M
Minimum--
Clients96

JNBA FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #106550
Typical Fee--
AUM$1.7B
Minimum--
Clients3,901

LEGACY FINANCIAL ADVISORS CORPORATION

Clean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #115384
Typical Fee--
AUM$318M
Minimum--
Clients948

PEAK FINANCIAL CONSULTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #291860
Typical Fee--
AUM$132M
Minimum--
Clients371

PETROS FAMILY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #324059
Typical Fee--
AUM$342M
Minimum--
Clients1,736

PSC FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #172054
Typical Fee--
AUM$129M
Minimum--
Clients222

REDHAWK WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #146616
Typical Fee--
AUM$1.8B
Minimum--
Clients3,283

SIGHTLINE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #162629
Typical Fee--
AUM$251M
Minimum--
Clients9

SIIMPL

Fee-Only, No ConflictsClean Record
Bloomington, MinnesotaCRD #311048
Typical Fee--
AUM--
Minimum--
Clients--

STEVENS FOSTER FINANCIAL ADVISORS

Clean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #115752
Typical Fee--
AUM$661M
Minimum--
Clients1,019

SYSTELLIGENCE, LLC

Fee-Only, No ConflictsClean Record
Bloomington, MinnesotaCRD #283582
Typical Fee--
AUM$712M
Minimum--
Clients6

TRADEMARK FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #116543
Typical Fee--
AUM$246M
Minimum--
Clients886

TRUMIX ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #310222
Typical Fee--
AUM$147M
Minimum--
Clients736

TTCP MANAGEMENT SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #165448
Typical Fee--
AUM$1.2B
Minimum--
Clients22

WEBB FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #106617
Typical Fee--
AUM$371M
Minimum--
Clients1,870

WHITE PINE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #108417
Typical Fee--
AUM$364M
Minimum--
Clients352
Fiduciary Advisors in Bloomington, Minnesota | FiduciaryListings