Icon Financial

RIASEC Registered

Total AUM

$38.2M

Discretionary

$38.2M

100% of AUM

Avg account

$221K

Accounts

173

Employees

Advisory reps

Firm details

Headquarters: Prior Lake, Minnesota
CRD number: 287830
Website: iconretirement.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals75.13%
HNWI24.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Icon Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management alongside pension consulting and educational workshops. Its fee model combines a percentage-of-assets approach with hourly charges. Icon Financial reports it is not an active ESG investor, does not operate as a capital allocator, and is not designated as a multi-state or newly formed adviser. The firm lists an affiliation with an insurance company.