Fee-only adviser · Andover, MN
Cedrus Wealth Group
Cedrus Wealth Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Andover, Minnesota. On its latest Form ADV, filed September 8, 2026, it reports $218M in regulatory assets under management, 550 individual clients and 4 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 | 334995 · SEC file 801-132257 |
| Office | 1887 Station Parkway Northwest Andover, MN 55304 |
| Phone | (763) 400-3224 |
| Website | www.cedruswealthgroup.com |
| Regulatory assets under management | $218M ($214M discretionary) |
| Individual clients | 400 non-high-net-worth, 150 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 8, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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.
Nearby
- Blaine 2 firms
- Coon Rapids 2 firms
- Anoka 1 firm
- Arden Hills 2 firms
- Forest Lake 1 firm
- New Brighton 1 firm
- Maple Grove 5 firms
- Shoreview 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Cedrus Wealth Group? Update this listing.