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Wade Financial Group Inc (Minneapolis)


Wade Financial Group Inc is a large advisory firm based in Minneapolis. It manages $186.26 million of regulatory assets for 528 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

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Wade Financial Group provides financial planning services, portfolio management for individuals and small businesses, and tax advice, estate planning advice. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wade Financial Group: assets under management

The assets under management (AUM) of Wade Financial Group Inc is $186.26 million. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $160.11 million in discretionary accounts and $26.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $360.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wade Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Wade Financial Group Inc performs its advisory services is located at 5500 Wayzata Blvd, Minneapolis, MN 55416 1244, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-797-9577 or by fax 763-545-7401. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wadefinancialgroup.com.


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