Cedar Cove Wealth Partners

Updated today

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Total assets under management

$431,681,095

Total clients

1,861

41% high-net worth

Total advisors

of 14 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

186

Average account size

$231,962

Client services

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

Fee options

Fixed

Fixed fees for estate planning coordination services, amounts dependent on client needs and complexity

Project-based

Hourly charges may be applicable as part of financial planning services (exact rates not specified)

Other

Minimum fee: May include a minimum annual fee as stipulated in the Investment Advisory Agreement Fee-only: Fixed fees may be charged for financial planning and estate planning coordination services

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Cedar Cove Wealth Partners

7900 Xerxes Ave S, Suite 1750

Bloomington MN 55431, United States

Number of offices

Forms ADV

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

Quick links

LinkedIn Facebook X Instagram Website 952-358-3456

Advisors at this firm

John K

Series 63, Series 65

Bloomington, MN

Cedar Cove Wealth Partners

Nathan K

CFP®, Series 66

Bloomington, MN

Cedar Cove Wealth Partners

Keith S

CFA®, ChFC®, Series 66

Denver, CO

Cedar Cove Wealth Partners

Jennifer C

CFP®, Series 63, Series 66

Bloomington, MN

Cedar Cove Wealth Partners

Christopher S

CFP®, Series 66

Bloomington, MN

Cedar Cove Wealth Partners

Benjamin J

CFP®, Series 66

Bloomington, MN

Cedar Cove Wealth Partners

Chase A

Series 65

Freeman, SD

Cedar Cove Wealth Partners

Sara S

Series 63, Series 66

Bloomington, MN

Cedar Cove Wealth Partners

John C

Series 63, Series 66

Denver, CO

Cedar Cove Wealth Partners

Samuel B

Series 63, Series 65

Bloomington, MN

Cedar Cove Wealth Partners

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