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Cahill Financial Advisors, Inc.

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Total assets under management

$1,432,327,484

Total clients

1,031

46% high-net worth

Total advisors

10

of 20 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

103

Average account size

$1,389,260

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial Planning Services charged on flat fee basis; fees range from $0 to $5,000 depending on client complexity

Percentage

$0 - varies by IAR: 0.40% to 1.50% annually, charged either as tiered or flat fee schedule depending on IAR > highest breakpoint+: up to 1.50% annually depending on the IAR and fee schedule

Project-based

Financial Planning Services charged hourly; rates vary by IAR, no standard rate disclosed

Other

Account minimum: $500,000 minimum for some Investment Advisor Representatives (IARs), with discretion to accept clients below minimum in certain cases Fee-only: Fees based on AUM (0.40% to 1.50%), hourly or fixed fees for financial planning ($0 to $5,000), and ERISA plan fees (0.15% to 0.75%)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Cahill Financial Advisors, Inc.

7261 Ohms Lane

Edina MN 55439, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 952-926-1659

Advisors at this firm

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Matthew W

CFA®, Series 63, Series 65

Victoria, MN

Cahill Financial Advisors, Inc.
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Erik C

CFP®, Series 63

Edina, MN

Cahill Financial Advisors, Inc.
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Benjamin S

CFP®, Series 63, Series 65

Duluth, MN

Cahill Financial Advisors, Inc.
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Diane P

CFP®, Series 63, Series 65

Edina, MN

Cahill Financial Advisors, Inc.
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Jeffrey O

CFP®, Series 63, Series 66

Edina, MN

Cahill Financial Advisors, Inc.
user avatar

Michelle D

CFP®, Series 63, Series 65

Edina, MN

Cahill Financial Advisors, Inc.
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Rebecca B

CFP®, Series 63, Series 66

Long Lake, MN

Cahill Financial Advisors, Inc.
user avatar

Scott O

CFP®, ChFC®

Henderson, TN

Cahill Financial Advisors, Inc.
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Michael P

Series 65

Edina, MN

Cahill Financial Advisors, Inc.
user avatar

Nicholas H

CFP®, Series 66

Edina, MN

Cahill Financial Advisors, Inc.
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Bradley B

CFP®, Series 66

Edina, MN

Cahill Financial Advisors, Inc.
user avatar

Andrew T

CFP®, ChFC®, Series 63, Series 65

Edina, MN

Cahill Financial Advisors, Inc.
user avatar

Gregory B

CFP®, Series 66

Edina, MN

Cahill Financial Advisors, Inc.
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