Fee-only adviser · Bloomington, MN
Clerestory Advisors, Inc
Clerestory Advisors, Inc is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Bloomington, Minnesota. On its latest Form ADV, filed January 26, 2026, it reports $100M in regulatory assets under management, 61 individual clients and 2 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 | State-registered: Minnesota |
|---|---|
| Firm CRD number | 148264 |
| Office | 3001 Metro Drive Suite 220 Bloomington, MN 55425 |
| Phone | (651) 209-2610 |
| Website | www.clerestoryadvisors.com |
| Regulatory assets under management | $100M |
| Individual clients | 22 non-high-net-worth, 39 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 26, 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.
- 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 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
- Birchwood Financial Partners, Inc. $932M
- Petros Family Wealth, LLC $342M
- BGM Wealth Management $517M
- Trumix Advisors $170M
- Caissa Wealth Strategies $297M
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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