FLOURISH WEALTH MANAGEMENT INC.
Edina, MN
AUM
$455.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 392-4474
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MN
147 advisers found
ACCESS FINANCIAL SERVICES, INC.
Minneapolis, MN
AUM
$437.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-885-2732
EXCEL FINANCIAL, LLC
Red Wing, MN
AUM
$404.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(651) 388-6441
MANN FINANCIAL GROUP
Detroit Lakes, MN
AUM
$395.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
(218) 844-9109
QUARRY HILL ADVISORS
Saint Paul, MN
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
6124400318
DUNNAVAN & CO.
Minneapolis, MN
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(612) 630-1101
FREEDOM FINANCIAL PARTNERS LLC
Oakdale, MN
AUM
$377.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
651-797-3532
ABBEY STREET
Eden Prairie, MN
AUM
$375.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 224-7272
CORDIS FINANCIAL, LLC
Minneapolis, MN
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(612) 268-2620
FPNAVIGATORS
Maple Grove, MN
AUM
$355.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
763-265-4450
LFA
St.. Cloud, MN
AUM
$351.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
320-253-2490
GEN FINANCIAL MANAGEMENT INC.
Plymouth, MN
AUM
$331.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-513-1466
VANTAGE POINT WEALTH MANAGEMENT
Plymouth, MN
AUM
$326.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(763) 587-7120
IWEALTH
Waseca, MN
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
507-835-9111
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
Chanhassen, MN
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(888) 256-6855
OAKWOOD CAPITAL, INC.
St.. Louis Park, MN
AUM
$304.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
952-935-4601
CAISSA WEALTH STRATEGIES
Bloomington, MN
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-426-6007
GRADIENT ADVISORS, LLC
Arden Hills, MN
AUM
$289.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
166 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
877-885-0508
ECHO WEALTH MANAGEMENT, LLC
Plymouth, MN
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
763-432-7875
SECURED RETIREMENT ADVISORS, LLC
St. Louis Park, MN
AUM
$255.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 460-3260
MHS ADVISORY SERVICES, LLC
Maple Grove, MN
AUM
$253.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-541-9201
ACM
Wayzata, MN
AUM
$231.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
612-217-1143
E-WEALTH PARTNERS
Minnetonka, MN
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
952.800.2121
PALADIN FINANCIAL
Arden Hills, MN
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
651-842-8406