E Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$213,826,743
Clients
224
Advisors
5
of 5 employees
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
Expertise
Occupation focus
Fee options
Up to 2%, negotiable, flat or tiered percentage rate
Financial planning hourly rate between $200 and $800 per hour
Monthly fees for ongoing financial planning service range from $0 to $5,000, paid in advance, not more than 6 months in advance
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
12301 Whitewater Dr., Suite 40
Minnetonka MN 55343
Advisors at this office
5
Most active in
Minnesota
Also doing business as
E Wealth Partners · E Wealth Partners, LLC · Sbi Financial Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jon J
CFP®, Series 63, Series 65
Minnetonka, MN
E Wealth Partners
Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.
Dyanne R
CFP®, ChFC®, Series 63
Minnetonka, MN
E Wealth Partners
Dyanne Ross Hanson is a CFP® and ChFC® with 44 years of industry experience. She is currently with E Wealth Partners and has previously worked at Kestra Advisory and Kestra Investment Services, among other firms. 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 an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm serves individuals, corporations, municipal entities, and other advisers, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with emphasis on asset allocation and tax efficiency.
Brian A
CFP®, Series 63
Minnetonka, MN
E Wealth Partners
Brian Adamek is a CFP® with 17 years of industry experience, currently serving as a financial professional at E Wealth Partners in Minnetonka, MN. His background includes roles at Cetera Advisor Networks and Advisornet Financial Inc. Outside of advising, he manages SBI Tax & Financial Services, a tax and accounting business. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing over $200 million for individuals, corporations, municipal entities, and other advisers. The firm applies a Modern Portfolio Theory investment approach, emphasizing diversified, low-cost portfolios with a focus on asset allocation, tax efficiency, and regular portfolio reviews.
Luke A
Series 65
Minnetonka, MN
E Wealth Partners
Luke Aarestad is a financial advisor at E Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti, the University of St. Thomas, Ernst and Young, and Stonebridge Communities. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipal entities, other advisers, and insurance companies, following a Modern Portfolio Theory approach with an emphasis on asset-class allocation, low turnover, and tax efficiency.
Connor L
CFP®, Series 65
Minnetonka, MN
E Wealth Partners
Connor Lantz is a CFP® professional with three years of industry experience, currently serving at E Wealth Partners. His prior experience includes roles at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E Wealth Partners is an SEC-registered advisory firm with a team of five advisors managing approximately $218.7 million for around 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipalities, other advisers, and insurance companies, using a Modern Portfolio Theory approach focused on diversified, low-cost investments and tax efficiency.
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