Fiduciary advisors in Minnetonka, MN

16 registered advisers

Minnetonka is UnitedHealth Group's headquarters dominates the corporate landscape, making healthcare executive compensation a local advisory focus. Of those, 14 are fee-only practices that do not earn commissions from financial product sales. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ADVISORNET WEALTH PARTNERS

Also Compensated via Brokerage
Minnetonka, MinnesotaCRD #113074
Typical Fee--
AUM$2.3B
Minimum--
Clients7,091

BLUESTEM WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #324489
Typical Fee--
AUM$968M
Minimum--
Clients7,935

CHERRY TREE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #151406
Typical Fee--
AUM$593M
Minimum--
Clients1,042

DGV SOLUTIONS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #174379
Typical Fee--
AUM$839M
Minimum--
Clients4

E-WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #327053
Typical Fee--
AUM$113M
Minimum--
Clients549

MARKS GROUP WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #148679
Typical Fee--
AUM$2.0B
Minimum--
Clients4,019

MERCED CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Minnetonka, MinnesotaCRD #137228
Typical Fee--
AUM$438M
Minimum--
Clients8

NAVISTA WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #332373
Typical Fee0.95%
AUM$633M
Minimum--
Clients1,503

PATHFINDER 360 MANAGEMENTCO, LLC

Fee-Only, No ConflictsClean Record
Minnetonka, MinnesotaCRD #319211
Typical Fee--
AUM$327M
Minimum--
Clients3

PINE RIVER CAPITAL MANAGEMENT L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #133720
Typical Fee--
AUM$24.1B
Minimum--
Clients9

QUANTITATIVE ASSET MANAGEMENT, LLC

Also Compensated via Brokerage
Minnetonka, MinnesotaCRD #143279
Typical Fee--
AUM$164M
Minimum--
Clients176

SPEECE THORSON CAPITAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #106052
Typical Fee--
AUM$522M
Minimum--
Clients40

THE ADVOCATE GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #155270
Typical Fee--
AUM$810M
Minimum--
Clients1,068

TONKA CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #298336
Typical Fee--
AUM$135M
Minimum--
Clients4

TWELE CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Minnetonka, MinnesotaCRD #130239
Typical Fee--
AUM$578M
Minimum--
Clients201

UAK DIVERSIFIED WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #300506
Typical Fee--
AUM$113M
Minimum--
Clients520
Fiduciary Advisors in Minnetonka, Minnesota | FiduciaryListings