Valtinson Bruner Financial Planning
New Brighton, MN·SEC-registered · CRD #297866
Valtinson Bruner Financial Planning is an SEC-registered investment advisory firm in New Brighton, MN managing $712M across 4.0k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$712M
Client accounts
4.0k
Advisory staff
7
Fee model
Fee-based
How Valtinson Bruner Financial Planning is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Valtinson Bruner Financial Planning
How much does Valtinson Bruner Financial Planning manage?
Per its most recent SEC Form ADV filing (02/16/2026), Valtinson Bruner Financial Planning reports $712M in regulatory assets under management across roughly 4.0k client accounts.
How does Valtinson Bruner Financial Planning charge?
Valtinson Bruner Financial Planning is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valtinson Bruner Financial Planning a fiduciary?
Yes. Valtinson Bruner Financial Planning is registered with the U.S. Securities and Exchange Commission (CRD #297866), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valtinson Bruner Financial Planning taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valtinson Bruner Financial Planning and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Valtinson Bruner Financial Planning's public SEC Form ADV filing (CRD #297866, filed 02/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valtinson Bruner Financial Planning. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valtinson Bruner Financial Planning? Claim this profile.