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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Bisected by the Mississippi River and surrounded by 13 lakes, Minneapolis, Minnesota, is a city flowing into modernity, but don't let your financial options float away with it. Minneapolis, the most populous city in Minnesota, has a cost of living approximately 5% higher than the national average and therefore making the most of one's earnings and choosing the right investments is important. There are approximately 2500 or more fiduciary financial advisors in the Minneapolis, Minnesota, area and it may be difficult deciding which financial advisor would work best for you and fit your risk profile and financial needs. That's where WiserAdvisor can help.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Minneapolis, Minnesota.
Minneapolis
has
7
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Minneapolis,
Minnesota
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Minneapolis,
Minnesota
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Minneapolis, Minnesota.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $0 | Not Specified | Fee-Based | |
| 28 Years | Not Specified | $0 | Fee-Based | |
|
John Severy Hoven
MBA, CFP® ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
22 Years | $35,000,000 | $50,000 | Fee-Based |
|
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC® 600 Highway 169 S., Suite 1750, St. Louis Park, MN 55426 |
23 Years | $1,000,000,000 | Not Specified | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 16 Years | $320,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 152667
Compensation/Fee Fee-Based
Office Location
43 Main Street SE,
Suite 236,
Minneapolis,
MN
55414
Phone Number
612-378-7560
Wealth management has gotten complex. We have a unique process to make it simple. Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program. Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate. Clients of Vector Wealth Management can benefit from the following defining characteristics: - Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
7820 Terrey Pine Court Suite 200,
Eden Prairie,
MN
55347
Phone Number
952-818-2430
Chad has been in the financial services industry for over 28 years . He utilizes a goal based investment strategy that seeks to optimize a clients portfolio during different stages of their life. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses this basic and simple approach to planning for his clients to help them work towards achieving their goals and dreams. Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years. Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth and LPL Financial) licenses, along with his MN Life and Health license. Chad and his wife, Lori, have been married for 31 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing golf with his wife and friends and has most recently taken up pickleball and Ebiking. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you pursue your goals. Using our depth of knowledge combined with our advisor's diverse perspectives, we can help you solve complicated financial matters. We specialize in retirement, tax, and estate planning for families, business owners, young professionals, and pre and post retirees. We can guide you to necessary financial resources as you move through each stage of your journey. Our organized and careful documentation assures transparency and efficiency. We use a systematic investment process that enables all of our advisors to support you. We strive to use the most up-to-date software to research wise investment strategies for you. This allows us to balance your financial objectives with your time horizon and tolerance for risk. While other firms may be obligated to use certain funds, we at Strategic Wealth are independent fiduciaries in advisory relationships, so we create sound investment strategies for you with only the clients interest in mind. Founded in 2001, our firm is located in Eden Prairie, Minnesota. We serve our local community as well as communities throughout the United States. As honest, organized, and knowledgeable professionals, we provide valuable structure that can bring you financial confidence now and through your retirement years.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based
Office Location
1595 Selby Avenue,
Suite 213,
Saint Paul,
MN
55104
Phone Number
651-442-0465
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner™ (CFP®) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 113200
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 Highway 169 S., Suite 1750,
St. Louis Park,
MN
55426
Phone Number
952-544-9818
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals. Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10900 Wayzata Boulevard,
Suite 240,
Minnetonka,
MN
55305
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 318201
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1905 Wayzata BLVD,
Wayzata,
MN
55391
Phone Number
651-299-1970
The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency. The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith. When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist. Trust is the bedrock of the work at Fiat Wealth Management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
539 Bielenberg Dr,
Suite 220,
Woodbury,
MN
55125
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 102 | 279 | $85,511,782,543 | A percentage of AUM, Fixed fees
|
|
| 193 | 227 | $76,497,109,888 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 65 | 20 | $9,565,705,000 | A percentage of AUM, Performance Based
|
|
| 153 | 19942 | $7,977,801,363 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 45 | 4771 | $7,429,289,527 | A percentage of AUM, Performance Based
|
|
| 161 | 12834 | $6,596,242,797 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 13 | 2581 | $949,203,625 | A percentage of AUM, Fixed fees
|
|
| 16 | 6 | $917,326,636 | A percentage of AUM, Performance Based, Other (PORTFOLIO COMPANY MANAGEMENT AND BOARD FEES, TRANSACTION FEES)
|
|
| 13 | 1672 | $864,619,491 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 14 | 4630 | $828,854,265 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER)
|
|
| 13 | 2 | $803,806,005 | A percentage of AUM, Performance Based
|
|
| 8 | 34 | $763,042,111 | A percentage of AUM
|
|
| 14 | 1759 | $757,987,510 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 584 | $712,168,148 | A percentage of AUM, Fixed fees
|
|
| 5 | 71 | $67,882,451 | A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
