Fee-only adviser · Bloomington, MN
Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bloomington, Minnesota. On its latest Form ADV, filed November 3, 2026, it reports $932M in regulatory assets under management, 792 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 169962 · SEC file 801-79443 |
| Office | 5601 Green Valley DR. Suite 600 Bloomington, MN 55437 |
| Phone | (952) 885-9088 |
| Website | www.birchwoodfp.com |
| Regulatory assets under management | $932M ($909M discretionary) |
| Individual clients | 335 non-high-net-worth, 457 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bloomington
- Jnba Financial Advisors, LLC $2.0B
- Petros Family Wealth, LLC $342M
- BGM Wealth Management $517M
- Trumix Advisors $170M
- Caissa Wealth Strategies $297M
- PSC Financial LLC $135M
See all 16 fee-only advisers in Bloomington →
Nearby
- Edina 26 firms
- Burnsville 1 firm
- Eden Prairie 5 firms
- Savage 1 firm
- Eagan 4 firms
- Apple Valley 1 firm
- St. Louis Park 5 firms
- Mendota Heights 2 firms
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