Fee-only adviser · Minneapolis, MN
Financial Perspectives
Financial Perspectives is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Minneapolis, Minnesota. On its latest Form ADV, filed March 25, 2026, it reports $1.2B in regulatory assets under management, 734 individual clients and 14 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 | 135549 · SEC file 801-97343 |
| Office | 3300 Fernbrook LN N Suite 250 Minneapolis, MN 55447 |
| Phone | (763) 553-7779 |
| Website | www.fpwealth.com |
| Regulatory assets under management | $1.2B ($1.2B discretionary) |
| Individual clients | 425 non-high-net-worth, 309 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Minneapolis
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- Everest Financial Group $1.0B
- All Star Financial $882M
- Schwarz Dygos Wheeler Investment Advisors LLC $730M
- Element Squared Private Wealth $203M
- Parr McKnight Wealth Management Group $1.1B
See all 41 fee-only advisers in Minneapolis →
Nearby
- St. Paul 12 firms
- St. Louis Park 5 firms
- Golden Valley 1 firm
- Roseville 1 firm
- Edina 26 firms
- Minnetonka 11 firms
- Arden Hills 2 firms
- New Brighton 1 firm
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