Counterculture Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,809,742
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$175,609
About
Counterculture Wealth LLC provides financial planning and investment advisory services to individuals, couples, and families. The firm offers stand‑alone financial planning engagements as well as ongoing financial planning paired with non‑discretionary investment management and coordinates with other professionals when appropriate.
Its investment approach emphasizes long‑term, diversified portfolios informed by Modern Portfolio Theory and a preference for passive investment vehicles; the firm may also recommend third‑party managers or TAMPs for certain clients. CCW manages client accounts on a non‑discretionary basis—clients must approve trades before execution—and conducts periodic account reviews, at least quarterly.
Noteworthy features in the brochure include that virtually all reported AUM is managed non‑discretionarily (the firm reports roughly $2.8 million in non‑discretionary AUM and no discretionary AUM), and the adviser has a referral and platform relationship with Nectarine Financial that affects how some prospects are introduced and billed. The firm’s marketing also uses client testimonials, a practice that is uncommon among small independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
Student loan debt
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Stand-alone financial planning flat fee $2,000 to $5,000; monthly fixed financial planning fee $85 to $400 for ongoing planning
Monthly financial planning fee ranging from $85 to $400, possibly waived for clients with AUM over $500,000
Fee-only: Flat fee of $2,000 to $5,000 for stand-alone financial planning; fixed monthly financial planning fee $85 to $400 for ongoing services
Main office location
Counterculture Wealth
Saint Anthony MN, United States
Number of offices
1
Most active in
Counterculture Wealth has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")