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.
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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
- Custom Investment Strategy
- Retirement Plan
- Risk Review
- Tax Planning
- Dedicated Advisor
- Dedicated Success Team
- Unlimited Calls
- Unlimited Meetings
- Fjell App
- Exclusive Content
- And More
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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.