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Find Retirement Advisors for Retirement Planning in Saint Paul, Minnesota

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Saint Paul, Minnesota

Last Updated - May 6, 2025

Saint Paul has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Saint Paul, Minnesota have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Saint Paul, Minnesota

VERIFIED

John Severy Hoven
MBA, CFP^®
Oracle Financial Planners LLC

Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$50,000

Address

1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Vector Wealth Management
CFP^®

Qualifications
Firm CRD# 152667

Minimum Assets Required
Not Specified

Address

43 Main Street SE,
Suite 236,
Minneapolis, MN 55414 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Affiance Financial
CFP^®, CPWA^®, CLU^®, BFA^™, AIF^®, ChFC^®

Qualifications
Firm CRD# 113200
Series 7, 66

Minimum Assets Required
Not Specified

Address

600 Highway 169 S., Suite 1750,
St. Louis Park, MN 55426 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Bernicke Wealth Management
CFP^®

Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66

Minimum Assets Required
$500,000

Address

1625 Radio Drive, Suite 110,
Woodbury, MN 55125 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Fiat Wealth Management
CFP^®, RICP^®

Qualifications
Firm CRD# 318201
Series 65

Minimum Assets Required
$500,000

Address

1905 Wayzata BLVD,
Wayzata, MN 55391 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Chad Lea
Strategic Wealth Group

Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66

Minimum Assets Required
$0

Address

7820 Terrey Pine Court Suite 200,
Eden Prairie, MN 55347 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Saint Paul, Minnesota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4105 Lexington Avenue North, Suite 250 Arden Hills, MN, 55126	$6,513,105,049	65767	40	A percentage of AUM, Fixed fees
2	1150 County Road E West, Arden Hills, MN, 55112	$634,622,268	2452	10	A percentage of AUM, Fixed fees
3	4105 Lexington Avenue N, Suite 380 Arden Hills, MN, 55126	$475,170,843	6625	62	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES)
4	8 Pine Tree Drive, Suite 125 Arden Hills, MN, 55112	$399,982,181	1750	6	A percentage of AUM, Fixed fees
5	4105 Lexington Avenue N., Suite 225 Arden Hills, MN, 55126	$207,096,853	2706	157	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
6	4105 Lexington Avenue North,, Suite 230 Arden Hills, MN, 55126	$151,033,253	1176	7	A percentage of AUM, Hourly charges, Fixed fees
7	4105 Lexington Avenue North, Suite 230 Arden Hills, MN, 55126	$2,261,787	31	5	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Saint Paul, Minnesota

GRADIENT INVESTMENTS, LLC

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QualificationsFirm CRD# 141726

Assets Under Management $6,513,105,049

No. Of Clients65767

Clients Per Financial Advisor1644

GRADIENT INVESTMENTS, LLC is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65767 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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LIFELONG WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 331847

Assets Under Management $634,622,268

No. Of Clients2452

Clients Per Financial Advisor245

LIFELONG WEALTH ADVISORS, INC. is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $635M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2452 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

GRADIENT WEALTH MANAGEMENT

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QualificationsFirm CRD# 127701

Assets Under Management $475,170,843

No. Of Clients6625

Clients Per Financial Advisor107

GRADIENT WEALTH MANAGEMENT is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6625 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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PITZL FINANCIAL

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QualificationsFirm CRD# 171441

Assets Under Management $399,982,181

No. Of Clients1750

Clients Per Financial Advisor292

PITZL FINANCIAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $400M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1750 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

GRADIENT ADVISORS, LLC

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QualificationsFirm CRD# 152665

Assets Under Management $207,096,853

No. Of Clients2706

Clients Per Financial Advisor17

GRADIENT ADVISORS, LLC is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2706 clients. The team consists of 157 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

PALADIN FINANCIAL

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QualificationsFirm CRD# 288387

Assets Under Management $151,033,253

No. Of Clients1176

Clients Per Financial Advisor168

PALADIN FINANCIAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

PALADIN CAPITAL

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QualificationsFirm CRD# 288037

Assets Under Management $2,261,787

No. Of Clients31

Clients Per Financial Advisor6

PALADIN CAPITAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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