PRAIRIEWOOD WEALTH MANAGEMENT
Fargo, ND
AUM
$365.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-234-0521
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in ND, FARGO
12 advisers found
WEALTH FORWARD, LLC
Fargo, ND
AUM
$228.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-293-5789
FINANCIAL STRATEGIES GROUP
Fargo, ND
AUM
$189.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
701-234-0103
FJELL CAPITAL
Fargo, ND
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
701-491-7600
LIGHT FINANCIAL SERVICES, INC.
Fargo, ND
AUM
$175.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
701.356.5106
COMPLETE INVESTMENT ADVISORY, LLC
Fargo, ND
AUM
$109.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
701-277-9392
SCHMIDT WEALTH MANAGEMENT
Fargo, ND
AUM
$96.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(701) 478-8787
SHOCKMAN FINANCIAL
Fargo, ND
AUM
$35.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
701-941-2134
FORTIFY FINANCIAL GROUP, LLC
Fargo, ND
AUM
$16.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
701-353-1561
EIGHTH WONDER INVESTMENTS
Fargo, ND
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
218-790-4813
CULTIVATE FINANCIAL
Fargo, ND
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
701-866-9678
THORESON STEFFES
Fargo, ND
AUM
$49.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
701-478-3338
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