REGAN INVESTMENTS, INC.
Minnetonka, MN
AUM
$67.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
952-473-1080
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MN
147 advisers found
ADAMS-HANSEN & ASSOCIATES
Minnetonka, MN
AUM
$66.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-224-9085
BLUM CAPITAL MANAGEMENT, LLC
Brainerd, MN
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
218-251-2936
LEBENS ADVISORY GROUP LLC
Lakeville, MN
AUM
$56.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 961-0156
PLANWELL FINANCIAL GUIDANCE, LLC
Blooming Prairie, MN
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
507-380-5558
COOKSON FINANCIAL, LLC
Excelsior, MN
AUM
$47.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
952-401-7697
ICON FINANCIAL
Bloomington, MN
AUM
$38.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-792-4809
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
Maple Grove, MN
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-354-4430
AUM
$31.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(612) 702-8233
AZURE WEALTH MANAGEMENT
Saint Paul, MN
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
651-300-2456
TWIN CITIES WEALTH STRATEGIES, INC.
Maple Grove, MN
AUM
$29.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(763) 445-2772
FAMILY WEALTH MANAGEMENT
Elko, MN
AUM
$28.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
6127027968
CHRISTENSEN GROUP FINANCIAL, LLC
Eden Prairie, MN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
952-653-1000
FIDERE ADVISORS
Minnetonka, MN
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
833-234-3373
FAIR TRUST FINANCIAL LLC
Vadnais Heights, MN
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
651-484-0701
CALIBRATION FINANCIAL
Milaca, MN
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(320) 362-6002
LIV WEALTH MANAGEMENT
Long Lake, MN
AUM
$11.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
612-940-0908
PALADIN CAPITAL
Arden Hills, MN
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
651-842-8406
TWIG ASSET MANAGEMENT, LLC
Eden Prairie, MN
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
612-269-0899
PAIRONE PRIVATE WEALTH
Lakeville, MN
AUM
$2.8M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-234-5759
OAKFORT WEALTH PARTNERS
Minnetonka, MN
AUM
$2.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
612-232-7567
CRG WEALTH, LLC
Clear Lake, MN
AUM
$1.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
702-234-8808
B&E INVESTMENT ADVISERS, INC.
Wayzata, MN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-475-0440
ROSSI DUBUQUE BRECKENRIDGE, LLC
Plymouth, MN
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
612-870-9579