Ways to browse Flat-fee advisors serving Minnesota

Pick a specialty to browse more Flat-fee advisors serving Minnesota.

Browse by specialty

Find advisors serving Minnesota who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,416
Retired	3,998
Executive	3,129
Wealth management	3,061
Tax-loss harvesting	2,953
Retirement plans for business owners (SEP, solo 401k)	2,345
Approaching retirement	1,324
HENRY (High Earners, Not Rich Yet)	1,287
Private / alternative investments	1,212
College savings (529s, UTMA, etc.)	1,030
ESG / Sustainable investing	1,013
Retirement income strategy	1,004
Annuities	900
Charitable giving & philanthropy	795
Business exit / sale strategy	756
Concentrated stock management	748
Options & derivatives strategies	669
Active portfolio management	581
Financial Professional	570
General retirement planning	513
Self-Employed	446
Business succession planning	259
General estate planning guidance	212
Passive / index investing	187
General tax planning	186
Income planning	179
Cash flow / budgeting	171
Real estate investing	166
Mid-Career Professionals	150
Business ownership considerations	129
Factor investing / smart beta	126
Established Professionals	101
Tax strategies for small businesses	85
Social Security optimization	81
Long-term care insurance	77
Educators, Teachers, and Academics	58
Retirement withdrawal strategies	49
Women Professionals	41
Equity compensation tax strategy	40
Debt management	37
Divorce financial planning	31
Values-based investing	22
Business sale tax planning	20
Doctor or Medical Professional	20
Charitable giving tax strategies	17
Religious/faith focused	17
Equity Recipients (RS/RSU, SOP, ESPP)	13
Family Business	13
Retired	10
Young Professionals	10
Business Financial Management	9
Stock option exercise strategy	9
Disability insurance	6
Life insurance needs analysis	6
Roth conversion strategy	5
Christian Faith Based	4
Technology Professional	4
Young Families	4
Consultant	3

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