VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN
AUM
$712.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
651-628-9832
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MN
147 advisers found
NAVISTA WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-315-2400
BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN
AUM
$705.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 591-0113
360 FINANCIAL
Wayzata, MN
AUM
$700.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-542-8900
BALLAST ADVISORS, LLC
Woodbury, MN
AUM
$674.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(651) 478-4644
CHERRY TREE WEALTH MANAGEMENT, LLC
Minnetonka, MN
AUM
$673.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
952-893-9012
WHEELER RETIREMENT PLANS LLC
Duluth, MN
AUM
$618.1M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
218-336-8524
HIGHMARK WEALTH MANAGEMENT LLC
St.. Paul, MN
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
651-829-3300
CORNERSTONE WEALTH ADVISORS, INC.
Edina, MN
AUM
$608.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 920-3900
GRADIENT WEALTH MANAGEMENT
Arden Hills, MN
AUM
$607.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-991-1539
MODUS ADVISORS, LLC
Excelsior, MN
AUM
$601.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 946-1000
AIS PLANNING
St.. Cloud, MN
AUM
$591.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(320) 252-6552
GREATER MIDWEST FINANCIAL GROUP, LLC
Saint Paul, MN
AUM
$589.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
651-490-9790
BOYUM WEALTH ARCHITECTS LLC
Bloomington, MN
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-289-6444
NICOLLET INVESTMENT MANAGEMENT, INC.
Minneapolis, MN
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-915-3033
STILES FINANCIAL SERVICES, INC.
Edina, MN
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-988-0452
LEGACY WEALTH
Woodbury, MN
AUM
$546.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-621-2383
FIAT WEALTH MANAGEMENT
Wayzata, MN
AUM
$517.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-426-9116
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
Wayzata, MN
AUM
$505.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-476-2770
PITZL FINANCIAL
Arden Hills, MN
AUM
$498.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
651-287-3712
VAN CLEMENS WEALTH MANAGEMENT, LLC
Minneapolis, MN
AUM
$470.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-758-9140
SPEECE THORSON CAPITAL GROUP INC
Minnetonka, MN
AUM
$469.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
612-338-4649
LOGAN PARK WEALTH MANAGEMENT
Minneapolis, MN
AUM
$464.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(612) 315-2105
VERMILLION WEALTH MANAGEMENT INC.
Rosemount, MN
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
651-480-4601