Fiduciary advisors in Minneapolis, MN

Minneapolis, Minnesota

Creative Edge Group is a fee-based financial planning firm in Minneapolis that offers comprehensive wealth management services including investment management, tax strategy, retirement planning, estate planning, and business planning. The firm operates with no minimum asset requirements and adheres to fiduciary standards, charging transparent fees with no sales quotas or product commissions. Their engagement process begins with complimentary consultations focused on understanding client priorities before presenting a financial plan preview and fee proposal. Ongoing service includes regular strategy sessions, on-demand advisor access, investment management, and coordination with other professional service providers.

Minneapolis, Minnesota

Delk Financial LLC is an investment advisory firm in Minneapolis, Minnesota. Service options include online appointment booking. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.

Minneapolis, Minnesota

Four Points Advisory LLC is an independent insurance and investment advisory firm based in Minneapolis serving individuals and small business owners across Minnesota since 2012. The firm offers financial planning, investment management, retirement planning, and insurance analysis on a fee-based model, charging monthly fees on assets under management for advisory clients while earning commissions on insurance products. The principal, Chuck Taylor, holds designations including AIF® and CRPS®, and the firm maintains fiduciary duty for investment advisory services through broker-dealer World Equity Group Inc. (FINRA/SIPC member). Four Points specializes in retirement plan design for small businesses and provides access to institutional products and advanced strategies for accredited investors.

Minneapolis, Minnesota

Kowalski Financial is a registered investment advisory firm in Minneapolis offering estate planning, investment management, tax planning, and small business services. The firm, founded in 2019 by Marc Kowalski (CFP®), provides personalized financial planning alongside retirement income planning, insurance and risk management, and succession planning for business owners. The team includes CFP® and securities-licensed professionals who develop long-term planning relationships with clients and adjust strategies as life circumstances and market conditions change. Kowalski Financial operates on a relationship-based model, offering an initial complimentary planning meeting to prospective clients.

Minneapolis, Minnesota

LPL Financial is an investment advisory firm in Minneapolis, Minnesota. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Minneapolis, Minnesota

Nepsis, Inc. is a Minneapolis-based financial advisory firm offering estate planning, financial planning, investment management, tax planning, and insurance analysis. The firm serves high-net-worth individuals and families, with particular expertise in estate planning strategies such as trusts, charitable giving structures, and business succession planning. The company uses a proprietary planning process called the Clarity Roadmap and includes Malia Haskins as Vice President of Estate Planning among its team.

Minneapolis, Minnesota

NorthRock Partners is an investment advisory firm in Minneapolis, Minnesota. Services include Estate Planning, Financial Planning, and Investment Management. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Minneapolis, Minnesota

PRG Financial in Golden Valley provides retirement planning, investment management, estate planning coordination, and insurance analysis. The firm is led by Craig Rudd, a financial advisor since 1996 with a finance degree from Bemidji State University, along with other LPL-registered representatives and licensed insurance agents. The team works with clients on long-term financial strategy and tax considerations, offering free initial consultations to review existing arrangements.

Minneapolis, Minnesota

Wold Financial, LLC is an investment advisory firm in Minneapolis, Minnesota. Services include Financial Planning and Insurance Analysis. Appointments are required. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.