Browse all Flat-fee advisors in Minnesota

Every advisor below is licensed to work with clients in Minnesota. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,395
Retired	3,998
Executive	3,113
Wealth management	3,052
Tax-loss harvesting	2,943
Retirement plans for business owners (SEP, solo 401k)	2,347
Approaching retirement	1,325
HENRY (High Earners, Not Rich Yet)	1,286
Private / alternative investments	1,208
College savings (529s, UTMA, etc.)	1,030
ESG / Sustainable investing	1,012
Retirement income strategy	994
Annuities	900
Charitable giving & philanthropy	797
Business exit / sale strategy	751
Concentrated stock management	749
Options & derivatives strategies	670
Active portfolio management	580
Financial Professional	571
General retirement planning	514
Self-Employed	444
Cash flow / budgeting	282
Business succession planning	260
General estate planning guidance	205
Passive / index investing	185
General tax planning	183
Income planning	176
Real estate investing	166
Mid-Career Professionals	150
Business ownership considerations	136
Factor investing / smart beta	126
Social Security optimization	102
Established Professionals	98
Tax strategies for small businesses	84
Long-term care insurance	76
Educators, Teachers, and Academics	58
Retirement withdrawal strategies	48
Equity compensation tax strategy	40
Women Professionals	40
Debt management	39
Divorce financial planning	30
Values-based investing	22
Business sale tax planning	21
Doctor or Medical Professional	19
Religious/faith focused	17
Charitable giving tax strategies	16
Family Business	16
Equity Recipients (RS/RSU, SOP, ESPP)	13
Stock option exercise strategy	13
Retired	12
Young Professionals	10
Business Financial Management	7
Life insurance needs analysis	6
Roth conversion strategy	5
Technology Professional	4
Young Families	4
Christian Faith Based	3
Consultant	3
Student loan debt	3

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