Jepsen Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,300,213
Clients
55
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
TypicalAverage account size
$641,822
About
Jepsen Financial provides discretionary portfolio management and stand‑alone financial planning primarily for individual clients and households, and also works with trusts, foundations, and businesses. The firm has been providing advisory services since the mid‑1990s and bills for ongoing services on a percentage‑of‑assets basis while delivering planning reports for standalone engagements.
The firm employs a core‑and‑satellite asset allocation approach, combining passively managed indexes and ETFs as core holdings with selected individual securities and specialized funds, and uses both fundamental and technical analysis to set allocations and security selection. Portfolios are managed on a discretionary basis with quarterly reviews and the firm discloses that it may use margin, options, and other derivative exposures (including derivatives embedded in ETFs) as part of separately managed account strategies.
What distinguishes the firm from many peers is its active involvement in real estate and related businesses: the firm’s principal maintains real estate licensure, operates a property management company, and offers private multifamily investment interests through an affiliated entity to accredited or institutional investors. Those non‑advisory activities, along with occasional insurance sales, are disclosed as potential conflicts of interest in the brochure and may lead to recommendations of affiliated real‑estate services or investments for suitable clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Long-term care insurance
Real estate investing
Fee options
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
$125 to $375 per hour
Account minimum: $100,000
Main office location
Jepsen Financial
Oakdale MN, United States
Number of offices
2
Most active in
Jepsen Financial has reported serving >5 clients in these states in the last 12 months.
Florida · Iowa · Minnesota · North Dakota
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 active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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