Discover What’s Possible

The future belongs to the bold. Modern wealth management services for successful families.

We took what was great, and made it better

We believe traditional financial advising is a thing of the past; welcome the arrival of personalized advice tailored to you.

Subscribe to a plan that fits

Meet with an advisor

Make progress

The Long Way is the Shortcut

Fjell fixes broken plans, replaces out of touch advisors and builds confidence.

How We Can
Help You

At Fjell, your success is our primary focus. Embark on a transformative financial experience with us, where three pillars define our client-centric approach.

1

Unlimited Calls, Texts, and Meet Ups

We understand that financial decisions can be complex and often require timely guidance. With unlimited calls, texts, and meetings, our clients have the flexibility to reach out whenever they need assistance, ensuring a seamless and responsive experience.

2

A Team That Knows You And Your Needs

Our dedicated team of professionals goes beyond the conventional client-advisor relationship; we make it a priority to know you personally. Through in-depth conversations, comprehensive analyses, and a commitment to ongoing communication, we gain insights into your individual financial goals, preferences, and aspirations. By cultivating a deep understanding of your needs, we can tailor our services to provide personalized solutions that align with your specific situation.

3

A Usable, Actionable Plan

We believe in transparency and clarity, presenting you with a plan that is not only easy to comprehend but also actionable. Our commitment is to empower you with the knowledge and strategy needed to make informed decisions, navigate challenges, and ultimately achieve your financial objectives.

Support

Discover What’s Possible

You can own a business, invest in real estate, or have it all in a 401k.

Our Services

You can own a business, invest in real estate, or have it all in a 401k.

Asset Management

Financial Planning

Starting Businesses

Scaling Businesses

Exit Planning

Budgeting

Retirement Planning

Risk Management

Large Purchase

Tax Planning

Debt Management

Insurance Advice

Education Planning

Cash Flow Management

Real Estate Purchases

Social Security

Tax Efficiency

Asset Location

Financial Education

Charitable Giving

Personalized Guidance

Our Team

Together, we strive to build a lasting partnership. We aim for your financial goals to not just be met, but exceeded.

Our team at Fjell Capital is a cohesive and dynamic group of professionals dedicated to guiding you on your unique financial journey. With a wealth of expertise in diverse financial domains, we pride ourselves on providing personalized guidance tailored to your individual needs. Committed to transparency, integrity, and client satisfaction, each member of our team is driven by a passion for empowering you with the knowledge and support necessary to make informed financial decisions.

Tom Stadum

CEO

Dan Schuster

Director, Wealth Management

Jacob Radke

Director, Platform

Josh Mayo

Director, Success

Noah Gjesdahl

Associate, Wealth Advisor

Personalized Guidance

Our Team

Together, we strive to build a lasting partnership. We aim for your financial goals to not just be met, but exceeded.

Our team at Fjell Capital is a cohesive and dynamic group of professionals dedicated to guiding you on your unique financial journey. With a wealth of expertise in diverse financial domains, we pride ourselves on providing personalized guidance tailored to your individual needs. Committed to transparency, integrity, and client satisfaction, each member of our team is driven by a passion for empowering you with the knowledge and support necessary to make informed financial decisions.

Plans

Our offerings are designed to suit diverse needs, providing clear and actionable strategies to help you achieve your financial goals with confidence. Whether you're planning for the short-term or long-term, our expertly curated plans ensure a tailored approach that aligns with your unique aspirations.

Bergen

Starting at

1.25% AUM

Ideal for $250,000+ in assets

Still Unsure?

Give us a call

Learn more about how Fjell works and how we can help you.

Want More?

Tired & Rich

The Tired & Rich newsletter is your one stop shop for investing, life, and how we’re reinventing wealth management.

FAQs

That’s awesome that you are already working with an advisor. We’d still love to talk and see if we are a better fit. If you are in good hands, we’ll let you know. If it makes sense to switch, we’ll let you know!

We custody our client assets at Charles Schwab. We entrust them to safeguard over $100m of client assets.

As an investment adviser registered with the Securities and Exchange Commission (“SEC”), we are required to uphold our fiduciary duty to clients. This fiduciary duty comprises a duty of care and and a duty of loyalty pursuant to federal law. Note, registration with the SEC is not intended to imply any level of skill or training.

We send out regular content to our clients so they can better understand what is impacting their investment balances. It is difficult to be a successful investor if you don’t understand what is happening in the world and our markets. we help our clients become great by offering them exclusive content to grow their knowledge base.

We invest for the goals of each individual family. We believe the best way to protect principal is by investing in innovation. We are multi-asset investors that adhere to a disciplined, rules-based methodology to potentially drive returns for our clients.

Yes, this is how we do it. Why? because there are certain times in life that require a lot of coordination to achieve your goals. And we want you to know we will always be there for you. Staying in consistent communication builds trust, which is essential for a successful relationship together.

Start Your Journey

You can own a business, invest in real estate, or have it all in a 401k.

Choose Bergen


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