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They include 266 individual clients, 33 charitable organizations and 27 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cherry Tree Wealth Management offer?","answer":"Cherry Tree Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cherry Tree Wealth Management charge?","answer":"Cherry Tree Wealth Management charges 0.32%–1.00% a year for its Portfolio Management Service. The fee is billed in advance and is negotiable.","source":"CHERRY TREE WEALTH MANAGEMENT MARCH 2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cherry Tree Wealth Management use?","answer":"Cherry Tree Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $435M and National Financial Services LLC (Boston, MA), with $196M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cherry Tree Wealth Management have?","answer":"Cherry Tree Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cherry Tree Wealth Management invest in?","answer":"At the end of its last fiscal year, Cherry Tree Wealth Management’s separately managed accounts held 63% exchange-traded equities, 27% investment grade corporate bonds, 5% cash and equivalents, 3% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cherry Tree Wealth Management?","answer":"Cherry Tree Wealth Management is owned through a holding company by Anton Christianson. Its direct owners are Gordon Stofer (5% to 10%) and Adam Smith Companies, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cherry Tree Wealth Management get paid?","answer":"Cherry Tree Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cherry Tree Wealth Management registered with the SEC?","answer":"Yes, Cherry Tree Wealth Management has been registered with the SEC as an investment adviser since 3 September 2009. 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