Jepsen Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jepsen Financial provides discretionary portfolio management and stand‑alone financial planning primarily for individual clients and households, and also works with trusts, foundations, and businesses. The firm has been providing advisory services since the mid‑1990s and bills for ongoing services on a percentage‑of‑assets basis while delivering planning reports for standalone engagements.
The firm employs a core‑and‑satellite asset allocation approach, combining passively managed indexes and ETFs as core holdings with selected individual securities and specialized funds, and uses both fundamental and technical analysis to set allocations and security selection. Portfolios are managed on a discretionary basis with quarterly reviews and the firm discloses that it may use margin, options, and other derivative exposures (including derivatives embedded in ETFs) as part of separately managed account strategies.
What distinguishes the firm from many peers is its active involvement in real estate and related businesses: the firm’s principal maintains real estate licensure, operates a property management company, and offers private multifamily investment interests through an affiliated entity to accredited or institutional investors. Those non‑advisory activities, along with occasional insurance sales, are disclosed as potential conflicts of interest in the brochure and may lead to recommendations of affiliated real‑estate services or investments for suitable clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
$125 to $375 per hour
Account minimum: $100,000
Main office
Oakdale MN
Advisors at this office
1
Most active in
Florida · Iowa · Minnesota · North Dakota
Also doing business as
Jepsen Consulting · Jepsen Enterprises, Inc. · Jepsen Family Office · Jepsen Financial · Jepsen Investment Management
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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”)