Fiduciary advisors in Plymouth, MN
14 registered advisers
Plymouth is a Twin Cities suburb where Medtronic-adjacent wealth and corporate professional households drive advisory demand. The fee-only share stands at 100%, with 14 firms declining all forms of commission-based compensation.
BERGER FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients10,333
ECHO WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$245M
Minimum--
Clients645
FELTL ADVISORS
Fee-Only, No ConflictsTypical Fee--
AUM$132M
Minimum--
Clients523
GEN FINANCIAL MANAGEMENT INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$332M
Minimum--
Clients1,170
GREAT RIVER FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$202M
Minimum--
Clients438
KURE ADVISORY, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$191M
Minimum--
Clients867
MWM WEALTH ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$130M
Minimum--
Clients358
NEXT CENTURY GROWTH INVESTORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients40
NORTHCREST ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.9B
Minimum--
Clients2,095
PHILLIP JAMES FINANCIAL CO.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$197M
Minimum--
Clients759
RICE PARK CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients7
ROSSJOHNSON & ASSOCIATES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$170M
Minimum--
Clients566
VANTAGE POINT WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$277M
Minimum--
Clients1,361
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$94.6B
Minimum--
Clients186,400