Flourish Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flourish Wealth Management serves individuals (including high‑net‑worth clients), trusts, foundations, qualified retirement plans, charitable organizations and businesses. The firm provides comprehensive wealth management and investment management services, supplemented by financial planning, project‑based consulting, and participant‑directed retirement plan advisory support.
The firm's investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold orientation, emphasizing broadly diversified, low‑cost mutual funds and ETFs and, where appropriate, conservative fixed‑income portfolios or laddered bond strategies. Flourish uses model portfolios and Monte Carlo analysis to set asset allocations, but will retain individual or highly appreciated securities in specific tax or legacy situations and can incorporate SRI/ESG strategies at client request.
Distinctive features include a relatively concentrated ownership structure (a single majority owner with a minority co‑owner) and a small advisory team managing approximately $455 million, operating as a fee‑only fiduciary adviser that routinely uses Schwab Advisor Services for custody and execution. The firm coordinates retirement‑plan discretionary management with a third party, generally does not aggregate mutual fund trades, and, unusually among peers, leaves proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$7,500 to $30,000 fixed fee for financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.40% $15,000,001+: Negotiable
$150 to $400 per hour depending on scope and professional engaged
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for Wealth Management Services Fee-only: Fee-only advisor; does not receive commissions or other forms of compensation
Main office
3300 Edinborough Way, Suite 420
Edina MN 55435
Advisors at this office
4
Most active in
California · Florida · Minnesota · Texas · Wisconsin
Also doing business as
Flourish Wealth Management Inc. · Longo, Kathleen M
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Jay P
Series 65, Series 66
Edina, MN
Flourish Wealth Management Inc.
Jay Pluimer is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 credentials with 11 years of industry experience. He has been with Flourish Wealth Management since 2016 and previously worked at Stanton Investment Services, Inc. from 2004 to 2005. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses, offering comprehensive wealth and investment management combined with financial planning and consulting. The firm follows a Modern Portfolio Theory-based, buy-and-hold investment approach, emphasizing diversified, low-cost funds and conservative fixed income, while accommodating specific client needs such as tax-sensitive holdings and SRI/ESG strategies.
Kathleen L
CFP®
Edina, MN
Flourish Wealth Management Inc.
Kathleen Longo is a CFP® professional with 12 years of experience in financial advising, currently with Flourish Wealth Management Inc. in Edina, MN, where she has worked since 2014. Outside of her advisory work, she co-owns rental property in California. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using diversified, low-cost funds and can incorporate tax-sensitive or ESG strategies as requested.
Jayden S
Series 65
Edina, MN
Flourish Wealth Management Inc.
Jayden Shultz is a financial advisor at Flourish Wealth Management Inc. with experience at Northwestern Mutual and a background that includes roles at the University of St. Thomas and Hill Murray. He holds a Series 65 designation and has been in the industry since 2022. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, and incorporates client-specific strategies such as SRI/ESG on request.
Joseph F
Series 65
Edina, MN
Flourish Wealth Management Inc.
Joseph Fenwick is a Series 65-licensed advisor at Flourish Wealth Management Inc. in Edina, MN, with six years at Flourish and a total of ten years in the financial industry. He previously worked at Hoffmann & Swintek LLC for four years. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm emphasizes a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost funds and tailored strategies such as SRI/ESG upon client request.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)