Fee-Only Financial Planners
in Edina, MN
A fiduciary team that puts your interests first — no commissions, no conflicts, no products to sell. Just honest financial planning built around your life.
Why Edina Residents Choose TruMix
Comprehensive Financial Planning for Edina, MN Residents
Edina is a close-knit, welcoming community — and home to a lot of hardworking families and professionals who simply want to make smart decisions with their money. Whether you're a business owner, a healthcare professional, or someone approaching retirement, the financial decisions in front of you are real, and you deserve an advisor who is genuinely on your side.
At TruMix Advisors, we are a small, focused team operating just minutes from Edina at 494 and France Ave in Bloomington. We work with a deliberately limited number of clients — because we believe great financial planning requires real relationships, not a login and a 1-800 number.
Unlike some larger firms, TruMix is 100% fee-only. We are never paid commissions for selling products. Our only incentive is your financial success — and as fiduciaries, we're legally bound to put your interests ahead of our own.
Whether you're approaching retirement, managing a complex tax situation, navigating an inheritance, or simply wanting a second opinion on your current plan — we offer the kind of personalized, jargon-free guidance that helps people feel genuinely confident about their finances.
What We Do
Financial Planning Services We Offer Edina, MN Clients
We take a holistic approach — every area of your financial life is connected. Here's what that looks like in practice.
Retirement Income Planning
We help Edina residents build a retirement paycheck they can count on — coordinating Social Security timing, required minimum distributions, and income sequencing to minimize taxes and maximize confidence.
Investment Management
Evidence-based, low-cost portfolio construction tailored to your goals and risk tolerance. We don't push proprietary products — we build portfolios designed to work for you over the long term.
Tax Planning & Strategy
From Roth conversion analysis to charitable giving strategies, we help high-income Edina residents keep more of what they earn. Tax planning is integrated into every recommendation we make.
Estate Planning Coordination
We work alongside your estate attorney to make sure your beneficiaries, titling, and documents align with your wishes — and that the plan you have actually works the way you think it does.
Comprehensive Financial Planning
We look at the full picture: cash flow, insurance, debt, goals, and life events. Our financial plans are living documents — not something we hand you once and walk away from.
Ongoing Client Partnership
Financial planning isn't a one-time event. We meet with clients regularly, stay proactive about changes in tax law and market conditions, and are available when life throws you a curveball.
The Fee-Only Difference
Why Edina Families Choose a Fee-Only, Fiduciary Advisor
Many professionals who call themselves "financial advisors" are actually broker-dealers or dually registered representatives — held to a lower "suitability" standard that allows them to recommend products that benefit them financially, even when better options exist.
TruMix Advisors operates as a fee-only Registered Investment Advisor (RIA). That means we are fiduciaries — we always put your best interests first. In every recommendation, every day, with every client. Not just some of the time.
We don't have insurance products to sell. We don't earn referral fees. We don't have sales quotas. Our compensation comes entirely from you, which means our interests are fully aligned with yours.
Learn How Our Fee WorksTruMix vs. The Typical Sales-Based "Advisor"
Our Approach
What Every TruMix Client Can Expect
Transparency
Our fees are straightforward and discussed upfront. You'll never receive a bill that surprises you, and we'll never explain something in jargon when plain English works just fine.
Your Best Interest — Always
We are fiduciaries. We avoid conflicts of interest and disclose clearly when any potential conflict could arise. No hidden agenda, full stop.
A Team That Knows You
We deliberately work with a limited number of clients. When you call, we know your name and your situation. We're not a massive call center — we're your financial partner.
Who You'll Work With
Your Edina, MN Financial Planning Team
Our team brings a range of experience and perspectives together to serve each client. Three members of our team are CERTIFIED FINANCIAL PLANNER® professionals, holding the highest standard in personal financial planning.
Grant A. Meyer, CFP®
Grant brings positive energy and deep expertise to every client relationship, with a particular passion for helping clients navigate life's biggest financial transitions.
Tyler J. Engbrecht, CFP®
Tyler's collaborative, caring approach has defined his career in financial planning. He genuinely cares about your success and strives to provide clarity when it matters most.
Kevin O'Laughlin, CFP®
Kevin brings thoughtful analysis and a client-first mindset to every engagement. His attention to detail and commitment to comprehensive planning help clients feel truly taken care of.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
Client Reviews
What Our Clients Are Saying
See what people are saying about TruMix Advisors in our Google Reviews.
"This group of professionals have got it all covered. They are knowledgeable, responsive, proactive and fun to work with! I honestly feel that our money could not be in a better place!"
"Tyler was incredibly knowledgeable and consistently helpful in clarifying complicated investment terminology. Him and his team are a great source of financial insight!"
"These folks are genuinely passionate about financial management. They are creative, authentic, and look out for their clients' interests."
Common Questions
Frequently Asked Questions About Financial Planners in Edina, MN
What is a fee-only financial planner in Edina, MN?
What is the difference between a fiduciary and a non-fiduciary financial advisor?
How do I find a financial planner near Edina, MN?
What financial planning services do you offer Edina, MN residents?
How does TruMix charge for financial planning?
Do I need a lot of money to work with a financial planner?
Part of the Community
Proud to Serve the Edina, MN Community
Edina is a wonderful place to live and work — a community with great schools, beautiful parks, and neighbors who genuinely look out for one another. We feel fortunate to serve families and professionals here.
Our office is just minutes away at 494 and France Ave in Bloomington, making us genuinely accessible to Edina residents. One of our own team members lives in Edina and has children in the Edina school district — this community isn't just where we work, it's where we live.
We're not just a firm that happens to serve Edina. We're your neighbors, and we take that seriously. When you sit down with us, you're working with people who care deeply about this community and about your financial future within it.
Below are a few resources for Edina, MN residents. We are not affiliated with or endorsed by the City of Edina or any organizations listed; these links are provided as a courtesy.
Edina, MN Community Resources
City of Edina Official Website Better Together Edina Edina Chamber of CommerceTruMix Advisors is not affiliated with or endorsed by the City of Edina or any organizations listed above. Links are provided as a convenience for site visitors.
Ready to Work With a Fee-Only Financial Planner in Edina, MN?
A great plan begins with a great conversation. Schedule a free, no-obligation discovery call and let's see if we're a good fit for each other.
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