HT
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Hayden Thom

1 Year of Experience
New Brighton, MN

Hayden Thom is a registered investment advisor at Valtinson Bruner Financial Planning, based in New Brighton, MN, with 1 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,992 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,992 clients
Average Client Portfolio
$357K average
Assets Under Management
$712.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee is negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

388 Cleveland Ave Sw, New Brighton, MN, 55112

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History

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
Valtinson Bruner Financial Planning
May 2025 - Present · 11 mos
Previous Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
August 2022 - July 2023 · 11 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.