AFFIANCE FINANCIAL LLC
SEC RegisteredThe Affiance Way
About the firm
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Their mission is to make lives better, serving clients of different ages, backgrounds, and geographic locations with personalized services designed to guide individuals and families through life's financial complexities, using their comprehensive financial planning process, the Affiance Advantage™.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning, Education Planning, Risk Management Planning, Estate & Legacy Planning, and Corporate Retirement Plans.
Who they serve
Individuals and families of different ages, backgrounds, and geographic locations, including those planning for retirement, managing company stock, and seeking comprehensive financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 820 | $335M |
| High Net Worth Individuals | 358 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $2.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AFFIANCE FINANCIAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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