Directory · MN

Fiduciary advisors in Minnesota

Minnesota has higher income tax rates that apply to most retirement income, making tax-efficient planning critical. Minneapolis-St. Paul is a major financial services center (U.S. Bank, Ameriprise, Thrivent) with a dense advisory market. Rochester (home to Mayo Clinic) and Duluth also have active advisory communities. Minnesota advisors specialize in corporate executive compensation, healthcare professional planning, and ESG/socially responsible investing — reflecting the state's culturally progressive investor base.

104 listed 50 cities
104 results in Minnesota

Fiat Wealth Management

Fiduciary ★5.0(27)

Wayzata, Minnesota

Independent RIA

Investment Management Retirement Planning Tax Strategy +1

Fiat Wealth Management is an independent registered investment advisor based in Wayzata, Minnesota, operating under a fiduciary standard. The firm provides financial planning, investment management, retirement planning, tax strategy, and insurance analysis. Fee structure and specific advisor credentials are not listed on their profile.

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Finding an advisor in Minnesota

This listing shows advisory firms with offices in Minnesota. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.

If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.

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