E Wealth Partners logo

E Wealth Partners

Updated today

Client assets under management

$213,826,743

Clients

224

30% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

45

Low

Average account size

$954,584

About

E-Wealth Partners is a SEC-registered investment adviser that serves individuals (including high‑net‑worth clients) and a range of institutional clients such as corporations, municipal entities, other investment advisers, and insurance companies. The five-advisor team manages roughly $219 million in discretionary assets and provides discretionary portfolio management, ongoing and hourly financial planning, and tools to monitor and rebalance held-away accounts.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, asset-class portfolios built primarily with low‑cost mutual funds and ETFs to limit turnover and enhance tax efficiency. Accounts are generally managed on a discretionary basis with at least quarterly reviews, and the firm uses multiple custodial platforms plus a third‑party aggregation service to implement a consistent approach across both custody and held‑away assets.

E-Wealth’s brochure discloses several features that differentiate it from many peers: it maintains a formal affiliation with a related registered investment adviser and provides advisory consulting to third‑party broker‑dealers, which can include serving as a client relationship manager for other firms. Multiple advisers are also licensed insurance agents and the firm works with third‑party insurance networking agencies, including the ability to recommend certain life and annuity products for commission or advisory compensation; the firm also offers a refund policy for new ongoing financial planning clients who do not find value within the first 12 months.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals

Fee options

Percentage

Up to 2% annually, fee is negotiable and can be a flat or tiered percentage rate

Project-based

Hourly financial planning services offered between $200 and $800 per hour, depending on complexity

Subscriptions

Monthly fees for ongoing financial planning may range from $0 to $5,000 depending on assets under advisement

Other

Minimum fee: Minimum advisory fee of $5,000 per year for financial planning clients

Main office location

E Wealth Partners

12301 Whitewater Dr., Suite 40

Minnetonka MN 55343, United States

Number of offices

1

Most active in

Minnesota

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jon J

CFP®, Series 63, Series 65

Minnetonka, MN

E Wealth Partners

Jon Jandro is a CFP® professional with 11 years of industry experience, currently serving at E-Wealth Partners since 2025. He previously worked at LPL Financial, LLC and Great Valley Advisor Group, Inc., among other firms. In addition to his advisory role, he owns and operates VRWA LLC DBA Valley Ridge Wealth, where he provides investment advice, insurance sales, and tax preparation services. E-Wealth Partners is a small team-based firm managing approximately $112.9 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm applies Modern Portfolio Theory to build diversified, tax-efficient portfolios and offers ongoing financial planning and portfolio management with quarterly reviews and an emphasis on low-cost mutual funds and ETFs.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management Founder/Business Owner Executive Mid-Career Professionals
user avatar

Dyanne R

CFP®, ChFC®, Series 63

Minnetonka, MN

E Wealth Partners

Dyanne Ross Hanson is a CFP® and ChFC® with 43 years of industry experience. She is currently with E-Wealth Partners and has previously worked at Kestra Advisory Services, Exit Planning Strategies, and Nfp Advisor Services. Hanson is the founder and president of Exit Planning Strategies, LLC, where she provides business exit and transition consulting for business owners. E-Wealth Partners is a small team-based firm that offers discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios based on Modern Portfolio Theory, low internal fund expenses, tax efficiency, and regular account reviews.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management Founder/Business Owner Executive Mid-Career Professionals
user avatar

Brian A

CFP®, Series 63

Minnetonka, MN

E Wealth Partners

Brian Adamek is a CFP® with 16 years of experience in financial services. He is currently with E-Wealth Partners, where he serves as an owner and financial professional. His background includes roles at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he manages a tax and accounting services business and is involved in selling fixed insurance products. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as corporations and other entities. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, tax-efficient portfolios with low internal expenses and conducts regular account reviews.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management Founder/Business Owner Executive Mid-Career Professionals
user avatar

Luke A

Series 65

Minnetonka, MN

E Wealth Partners

Luke Aarestad is a financial advisor at E-Wealth Partners in Minnetonka, MN, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Protiviti, the University of St. Thomas, Ernst and Young, Stonebridge Communities, and Brooks Brothers. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, offering diversified portfolios based on Modern Portfolio Theory with an emphasis on low expenses and tax efficiency. The firm also serves corporations, municipal entities, and other advisers, managing approximately $112.9 million in discretionary assets.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management Founder/Business Owner Executive Mid-Career Professionals
user avatar

Connor L

Series 65

Minnetonka, MN

E Wealth Partners

Connor Lantz is a Series 65-licensed advisor with three years of industry experience. He is currently with E-Wealth Partners and also has experience at SBI Wealth Management, AdvisorNet Wealth Management, Minnetonka, and RBC Capital Markets. E-Wealth Partners provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, using a Modern Portfolio Theory-based approach that emphasizes diversified portfolios with low internal expenses, tax efficiency, and periodic account reviews. The firm also offers financial planning and portfolio management services to corporations, municipal entities, and other advisers.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Income planning Wealth management Founder/Business Owner Executive Mid-Career Professionals
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