ROSSJOHNSON & ASSOCIATES, LLC
Plymouth, MN
AUM
$211.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Commissions
763-560-2127
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MN
147 advisers found
AUM
$201.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
612-465-8118
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Montevideo, MN
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
320-269-7889
WINTER & ASSOCIATES, INC.
St.. Paul, MN
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(651) 414-5000
NORTH COMPASS FINANCIAL ADVISORS, LLC
Grand Rapids, MN
AUM
$146.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
218-326-4722
KNOX AVENUE FINANCIAL CORP.
St.. Paul, MN
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-426-4352
GARY L. GREENBERG
Eden Prairie, MN
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-360-4557
MWM WEALTH ADVISORY, LLC
Plymouth, MN
AUM
$140.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
763-478-9934
AUM
$132.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
651 207-4385
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
952-465-1785
YES WEALTH MANAGEMENT
Mahtomedi, MN
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(651) 426-5854
ENCORE WEALTH ADVISORS
Morris, MN
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
320-288-4084
TROTT BROOK FINANCIAL
Anoka, MN
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(763) 213-1000
BOULEVARD
Bloomington, MN
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
877-664-2583
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
763-251-8040
UNDERDOG WEALTH MANAGEMENT, LLC
Maple Grove, MN
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-497-3000
TOTAL WEALTH ADVISORS, LLC
Hopkins, MN
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
612-294-9208
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
352 268 2080
ASCENT ADVISORS
Mankato, MN
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-444-3100
PANKONIN FINANCIAL GROUP
Belle Plaine, MN
AUM
$92.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 873-2703
CONTEGO CAPITAL GROUP, INC.
Edina, MN
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-697-2579
HOFKIN CAPITAL MANAGEMENT, INC.
Edina, MN
AUM
$82.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-835-1185
LIONS WEALTH MANAGEMENT
St. Louis Park, MN
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 790-7975
CENTURION FINANCIAL STRATEGIES LLC
Bloomington, MN
AUM
$78.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(612) 284-2409