Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Saint Paul has 4 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 18 years of experience.
John Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
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.
Fee-Based
Qualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Joe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Josh Decker
CFP®
EFS Advisors
Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GRADIENT INVESTMENTS, LLC 4105 Lexington Avenue North, Suite 250 Arden Hills, MN, 55126 | $4,881,233,258 | 56697 | 39 | A Percentage of AUM, Fixed Fees |
2 | FINANCIAL DIMENSIONS GROUP, INC. 6 Pine Tree Drive, Suite 300 Arden Hills, MN, 55112 | $2,183,714,509 | 8547 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | GRADIENT WEALTH MANAGEMENT 4105 Lexington Avenue N, Suite 380 Arden Hills, MN, 55126 | $399,405,692 | 4531 | 62 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
4 | PITZL FINANCIAL 8 Pine Tree Drive, Suite 125 Arden Hills, MN, 55112 | $285,319,449 | 1455 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | GRADIENT ADVISORS, LLC 4105 Lexington Avenue N., Suite 225 Arden Hills, MN, 55126 | $177,102,125 | 1434 | 142 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES) |
6 | PALADIN FINANCIAL 4105 Lexington Avenue North,, Suite 230 Arden Hills, MN, 55126 | $112,674,139 | 993 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | PALADIN CAPITAL 4105 Lexington Avenue North, Suite 230 Arden Hills, MN, 55126 | $0 | 0 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
QualificationsFirm CRD# 141726
Assets Under Management $4,881,233,258
No. Of Clients56697
Clients Per Financial Advisor1454
GRADIENT INVESTMENTS, LLC is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56697 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115143
Assets Under Management $2,183,714,509
No. Of Clients8547
Clients Per Financial Advisor168
FINANCIAL DIMENSIONS GROUP, INC. is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8547 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 127701
Assets Under Management $399,405,692
No. Of Clients4531
Clients Per Financial Advisor73
GRADIENT WEALTH MANAGEMENT is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4531 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171441
Assets Under Management $285,319,449
No. Of Clients1455
Clients Per Financial Advisor291
PITZL FINANCIAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1455 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152665
Assets Under Management $177,102,125
No. Of Clients1434
Clients Per Financial Advisor10
GRADIENT ADVISORS, LLC is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1434 clients. The team consists of 142 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288387
Assets Under Management $112,674,139
No. Of Clients993
Clients Per Financial Advisor110
PALADIN FINANCIAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 993 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288037
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PALADIN CAPITAL is a financial advisory firm situated in Arden Hills, Minnesota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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