Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Litchfield
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Litchfield,
Minnesota
have an average of
17
years of experience.
NOTE: The list of vetted financial
advisors in
Litchfield,
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
Litchfield, Minnesota.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 14 Years | $75,000,000 | $50,000 | Fee-Based | |
| 16 Years | $320,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
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 |
Qualifications
CRD# 6096130
Firm CRD# 18387
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
403 N Sibley Ave,
Litchfield,
MN
55355
Phone Number
320-593-2846
I'm a financial professional with over 11 years of experience helping individuals and families achieve their financial goals. In my practice I work as a member of a team that has over 50 years of experience serving clients. We help with, investing, managing assets for retirement or a large purchase, business exit planning, retirement income strategies, life insurance for a growing family, risk management, and budgeting to manage cash flow. My hope is that I can help my clients with their specific needs. How do we achieve this? By acknowledging that no two situations are the same so no two financial strategies should be either. I can work with you to craft a plan that makes sense for your lifestyle.
We believe everyone deserves a financial plan they can be confident about. It all starts with the right financial advisor.
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
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# 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
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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.
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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.
