our difference

Fjell Capital carries on a family tradition of almost 60 years of wealth management services.

This gives us tremendous insight into the trials and tribulations as wealth and business interests are passed down from one generation to the next.

But it also makes us keenly aware of the responsibility of new generations to sustain their wealth while honoring the values of those whose work and determination built such legacies.

The Fjell Capital team takes a highly organized and transparent approach to helping clients handle the financial decision-making.

We make use of leading technology to track and assess clients’ needs and objectives, to build practical financial plans, and to model potential investment portfolio recommendations.

Yet all our actions stem from the one-on-one conversations we have with our clients to truly get to know them and their families. We enjoy learning about their ambitions and their goals, and we empathize with their worries and concerns. These discussions reveal to us the most appropriate paths for our clients’ financial journey. And because of their importance, we ensure that our communications are regular, relevant and proactive.

Transparent Approach

The Fjell Capital team takes a highly organized and transparent approach to helping clients handle the financial decision-making.

Leading Technology

We make use of leading technology to track and assess clients’ needs and objectives, to build practical financial plans, and to model potential investment portfolio recommendations.

One-on-one Coversations

Yet all our actions stem from the one-on-one conversations we have with our clients to truly get to know them and their families. We enjoy learning about their ambitions and their goals, and we empathize with their worries and concerns. These discussions reveal to us the most appropriate paths for our clients’ financial journey. And because of their importance, we ensure that our communications are regular, relevant and proactive.

Leadership

The firm is led by Tom Stadum, who was named to Forbes’ Best-in-State Wealth Advisors list in 2020.

This recognition follows his Number One ranking as North Dakota’s Next Gen Best-in-State Wealth Advisor by Forbes in 2019. Tom’s leadership delivers a highly differentiated experience that balances sophisticated planning with personal attention.

*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.

In addition to our academic backgrounds focused on Finance, Fjell Capital team members have also earned advanced industry designations, including:

Certified Private Wealth Advisor® (CPWA®)

For seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5.0 million.

Certified Exit Planning Advisor (CEPA®)

For qualified professional advisors working with business owners on the challenges of succession and exit planning.

Chartered Retirement Planning Counselor (CRPC®)

Which focuses on client-centered problem solving for both before and after retirement