E Wealth Partners logo

E Wealth Partners

Updated today

Client assets under management

$213,826,743

Clients

224

30% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

45

Low

Average account size

$954,584

About

E‑Wealth Partners is an SEC‑registered advisory firm with a five‑advisor team managing about $218.7 million for roughly 224 clients. It offers discretionary portfolio management and ongoing financial planning to individuals (including high‑net‑worth clients), as well as to corporations, state or municipal entities, other investment advisers, and insurance companies.

The firm follows a Modern Portfolio Theory approach, constructing diversified portfolios from low‑cost mutual funds and ETFs with an emphasis on asset‑class allocation, low turnover, and tax efficiency, and it conducts at least quarterly portfolio reviews guided by client‑specific investment policy statements. E‑Wealth also uses a third‑party platform (Pontera) to review and rebalance held‑away retirement accounts and provides both ongoing and hourly financial planning engagements.

Noteworthy aspects disclosed in the brochure include formal relationships with other advisory firms and a related registered adviser, and several advisors who are licensed insurance agents and work with third‑party insurance networking agencies; the firm discloses that certain insurance or annuity recommendations may generate commission compensation. The firm also discloses an uncommon client protection — a refund of advisory fees for new ongoing planning clients who state they did not receive value within the first 12 months — and notes that some advisors maintain significant outside business activities, which are identified as potential conflicts of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner Self-Employed

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Fee options

Percentage

Up to 2%, negotiable, flat or tiered percentage rate

Project-based

Financial planning hourly rate between $200 and $800 per hour

Subscriptions

Monthly fees for ongoing financial planning service range from $0 to $5,000, paid in advance, not more than 6 months in advance

Other

Minimum fee: Minimum annual advisory fee of $5,000 for ongoing financial planning clients Fee-only: Hourly financial planning services offered at $200 to $800 per hour, depending on complexity

Main office location

E Wealth Partners

12301 Whitewater Dr., Suite 40

Minnetonka MN 55343, United States

Number of offices

1

Most active in

Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jon J

CFP®, Series 63, Series 65

Minnetonka, MN

E Wealth Partners

Jon Jandro is a CFP® professional with 11 years of industry experience, currently serving at E-Wealth Partners since 2025. He previously worked at LPL Financial, LLC and Great Valley Advisor Group, Inc., among other firms. In addition to his advisory role, he owns and operates VRWA LLC DBA Valley Ridge Wealth, where he provides investment advice, insurance sales, and tax preparation services. E-Wealth Partners is a small team-based firm managing approximately $112.9 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm applies Modern Portfolio Theory to build diversified, tax-efficient portfolios and offers ongoing financial planning and portfolio management with quarterly reviews and an emphasis on low-cost mutual funds and ETFs.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
user avatar

Dyanne R

CFP®, ChFC®, Series 63

Minnetonka, MN

E Wealth Partners

Dyanne Ross Hanson is a CFP® and ChFC® with 43 years of industry experience. She is currently with E-Wealth Partners and has previously worked at Kestra Advisory Services, Exit Planning Strategies, and Nfp Advisor Services. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. E-Wealth Partners is a small team-based firm that offers discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios based on Modern Portfolio Theory, low internal fund expenses, tax efficiency, and regular account reviews.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
user avatar

Brian A

CFP®, Series 63

Minnetonka, MN

E Wealth Partners

Brian Adamek is a CFP® with 16 years of experience in financial services. He is currently with E-Wealth Partners, where he serves as an owner and financial professional. His background includes roles at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he manages a tax and accounting services business and is involved in selling fixed insurance products. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as corporations and other entities. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, tax-efficient portfolios with low internal expenses and conducts regular account reviews.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
user avatar

Luke A

Series 65

Minnetonka, MN

E Wealth Partners

Luke Aarestad is a financial advisor at E-Wealth Partners in Minnetonka, MN, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Protiviti, the University of St. Thomas, Ernst and Young, Stonebridge Communities, and Brooks Brothers. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, offering diversified portfolios based on Modern Portfolio Theory with an emphasis on low expenses and tax efficiency. The firm also serves corporations, municipal entities, and other advisers, managing approximately $112.9 million in discretionary assets.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
user avatar

Connor L

CFP®, Series 65

Minnetonka, MN

E Wealth Partners

Connor Lantz is a Series 65-licensed advisor with three years of industry experience. He is currently with E-Wealth Partners and also has experience at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, using a Modern Portfolio Theory-based approach that emphasizes diversified portfolios with low internal expenses, tax efficiency, and periodic account reviews. The firm also offers financial planning and portfolio management services to corporations, municipal entities, and other advisers.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
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