Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,596 clients
Average Client Portfolio
$306K average
Assets Under Management
$488.1M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $15,001
Hourly Rate:$200 - $600/hr

USAdvisors Wealth Management charges fees based on a percentage of assets under management for both advisor-directed and model portfolio management. The maximum annual fee is 2.00%. A minimum of $25,000 in assets is typically required, but this is negotiable. Financial planning fees are determined based on the services provided and complexity of the client's circumstances, and can be charged on a fixed fee basis ($500 - $5,000 for the lower tier, $5,001 - $15,000 for the mid-level tier, and $15,001+ for the high-level tier), hourly ($200 per hour for the lower tier, $400 per hour for the mid-level tier, and $600+ per hour for the high-level tier), or monthly ($100 per month for the lower tier, $500 per month for the mid-level tier, and $1,000+ per month).

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

15750 Venture Lane, Eden Prairie, MN, 55344

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usadvisors Wealth Management, LLC
July 2025 - Present · 6 mos
Osaic Wealth, INC. Broker
March 2025 - Present · 10 mos
Previous Registrations
Osaic Wealth, INC.
March 2025 - June 2025 · 3 mos
Cetera Investment Advisers LLC
August 2023 - March 2025 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
August 2023 - March 2025 · 1 yr 7 mos
Cri Securities, LLC
February 2020 - November 2021 · 1 yr 9 mos
Securian Financial Services, INC.
February 2020 - August 2023 · 3 yrs 6 mos
Securian Financial Services, INC.Broker
December 2018 - August 2023 · 4 yrs 8 mos
Cri Securities, LLCBroker
December 2018 - November 2021 · 2 yrs 11 mos
Gradient Securities, LLC Broker
January 2016 - November 2018 · 2 yrs 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.