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FIDERE Advisors

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Client assets under management

$25,341,848

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Clients

63

24% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

21

Very Low

Average account size

$402,252

About

The firm provides advisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and small businesses, offering financial planning, discretionary portfolio management, family‑office and business advisory, insurance advisory, and research and valuation projects. It reports approximately $25.7 million in discretionary assets under management and also publishes periodicals or newsletters as part of its service set.

FIDERE’s portfolio work is typically discretionary and emphasizes long‑term strategic allocation, with primary recommendations in mutual funds and ETFs and a preference for institutional or investor/no‑load share classes when available. The firm documents an initial client review (with at least one meeting within six months) and provides portfolio reviews no less than every six months (with internal quarterly account reviews), and commonly uses Charles Schwab and SEI as custodians for execution and custody.

Several operational features distinguish the firm from many peers: it charges a renewable annual financial‑planning fee of $3,600 (including a $500 non‑refundable portion) and a one‑time $500 set‑up fee, a structure that functions like a subscription or recurring planning arrangement. The firm also operates an affiliated media entity that produces educational materials, publishes periodicals, offers insurance advisory services through licensed representatives (with disclosure of potential commissions), and provides higher‑touch business advisory and family‑office engagements that include express minimums and tiered fee schedules.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops Research & analysis projects

Expertise

Family Business Business ownership considerations General estate planning guidance General tax planning

Fee options

Fixed

One-time setup fee of $500 due at contract signing.

Percentage

$0 - $999,999: 1.25% annually (0.3125% quarterly) $1,000,000 - $1,999,999: 1.00% annually (0.25% quarterly) $2,000,000+: 0.75% annually (0.1875% quarterly)

Project-based

$100 - $400 per hour for Financial Planning and Business Advisory Services; $200/hour for research or information gathering work.

Other

Account minimum: $100,000 for non-accredited investors; $1,000,000 for institutional investors (accredited investors) Minimum fee: $1,250 per annum for individual investors; $12,500 per annum for accredited investors for Portfolio Advisory Services; $3,600 minimum fee for Financial Planning Services (annual, $500 non-refundable) Fee-only: Financial Planning Services offered on hourly basis ($100-$400/hour) with minimum fee $3,600 annually; Business Advisory hourly rates $100-$400/hour with $20,000 minimum fee; Insurance Advisory hourly fees per Financial Planning schedule.

Main office location

FIDERE Advisors

13100 Wayzata Blvd, Suite 330

Minnetonka MN 55305, United States

Number of offices

1

Most active in

More info

Minnesota

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 833-234-3373

Advisors at this firm

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user avatar

Robert N

Series 65

Minnetonka, MN

FIDERE Advisors

Robert Neuman is a financial advisor with FIDERE Advisors in Minnetonka, MN, holding a Series 65 designation and five years of industry experience. Before joining FIDERE, he worked at Boulevard Wealth Management and spent over two decades at Koch Petroleum Group and Marathon Petroleum Co. FIDERE Advisors provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily recommending mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, insurance advisory, and research and valuation projects.

Family Business Business ownership considerations General estate planning guidance General tax planning
user avatar

Aaron K

CFP®, Series 63, Series 66

Minnetonka, MN

FIDERE Advisors

Aaron Kolkman is a CFP® professional with 13 years of industry experience, currently serving at FIDERE Advisors since 2021. He previously worked at Boulevard Wealth Management, Inc. for eight years. He is also the sole owner of Fidere Media, LLC, which produces financial education materials and media content unrelated to his advisory work. FIDERE Advisors provides financial planning, discretionary portfolio management, insurance advisory, and business advisory services to individuals, trusts, estates, pension plans, and small businesses. The firm emphasizes long-term strategic allocation with a focus on mutual funds and ETFs, managing approximately $25.7 million in discretionary assets.

Family Business Business ownership considerations General estate planning guidance General tax planning
user avatar

Christopher G

CFA®, Series 63, Series 65

Minnetonka, MN

FIDERE Advisors

Christopher Gerber is a CFA® charterholder with 42 years of industry experience. He is currently with FIDERE Advisors in Minnetonka, MN, and has previously worked at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, LLC, and LPL Financial, LLC. Outside of his advisory work, he is involved in photography through his business, Beautiful Light, LLC. FIDERE Advisors provides comprehensive advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily using mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, and insurance advisory services.

Family Business Business ownership considerations General estate planning guidance General tax planning
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