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Find Retirement Advisors for Retirement Planning in Minneapolis, Minnesota
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 Minneapolis, Minnesota
Last Updated - May 2, 2025Minneapolis has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Minneapolis, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Minneapolis, Minnesota
VERIFIEDQualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
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
VERIFIEDChad Lea
Strategic Wealth Group
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Minimum Assets Required
$0
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
VERIFIEDJohn Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
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
VERIFIEDAffiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
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
VERIFIEDQualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
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
VERIFIEDEdelman Financial Engines LLC
Edelman Financial Engines LLC
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 8500 Normandale Lake Blvd, Suite 2160 Bloomington, MN, 55437 | $10,917,245,449 | 52 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 7900 International Drive, Suite 1050 Bloomington, MN, 55425 | $3,459,134,754 | 72 | 5 | A percentage of AUM, Fixed fees, Other (CAPPED FEES: AUM UNTIL CAP IS REACHED) |
| 3 | 8500 Normandale Lake Blvd, Suite 960 Bloomington, MN, 55437 | $1,837,536,390 | 3283 | 55 | A percentage of AUM, Fixed fees |
| 4 | 8500 Normandale Lake Blvd, Suite 450 Bloomington, MN, 55437 | $1,683,609,117 | 3901 | 34 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 3600 American Boulevard West, Suite 150 Bloomington, MN, 55431 | $1,029,601,713 | 24 | 19 | A percentage of AUM, Performance Based |
| 6 | 3800 American Blvd. West, Suite 935 Bloomington, MN, 55431 | $839,030,565 | 669 | 7 | A percentage of AUM, Fixed fees |
| 7 | 7760 France Avenue South, Suite 925 Bloomington, MN, 55435 | $694,246,947 | 6 | 4 | A percentage of AUM |
| 8 | 7900 Xerxes Avenue South, Suite 1800 Bloomington, MN, 55431 | $620,408,766 | 1063 | 21 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 9 | 7900 International Drive, Suite 800 Bloomington, MN, 55425 | $433,347,404 | 814 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 5270 West 84th Street, Suite 310 Bloomington, MN, 55437 | $402,826,658 | 1424 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 3800 American Blvd West, Suite 645 Bloomington, MN, 55431 | $324,842,021 | 343 | 6 | A percentage of AUM, Fixed fees |
| 12 | 8120 Penn Avenue South, Suite 177 Bloomington, MN, 55431 | $315,997,428 | 1804 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 7825 Washington Ave S., Suite 725 Bloomington, MN, 55439 | $286,298,075 | 593 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 3500 American Blvd West, Suite 675 Bloomington, MN, 55431 | $285,636,318 | 903 | 6 | A percentage of AUM, Commission Based |
| 15 | 8500 Normandale Lake Blvd, Suite 850 Bloomington, MN, 55437 | $274,482,313 | 1356 | 6 | A percentage of AUM, Fixed fees, Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS) |
Information on Top Retirement Planning firms in Minneapolis, Minnesota
QualificationsFirm CRD# 132824
Assets Under Management $10,917,245,449
No. Of Clients52
Clients Per Financial Advisor5
DEVENIR INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 clients. The team consists of 11 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 120006
Assets Under Management $3,459,134,754
No. Of Clients72
Clients Per Financial Advisor14
BPS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 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
- Fixed fees
- Other (CAPPED FEES: AUM UNTIL CAP IS REACHED)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 146616
Assets Under Management $1,837,536,390
No. Of Clients3283
Clients Per Financial Advisor60
REDHAWK WEALTH ADVISORS, INC. is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3283 clients. The team consists of 55 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
QualificationsFirm CRD# 106550
Assets Under Management $1,683,609,117
No. Of Clients3901
Clients Per Financial Advisor115
JNBA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3901 clients. The team consists of 34 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
QualificationsFirm CRD# 165448
Assets Under Management $1,029,601,713
No. Of Clients24
Clients Per Financial Advisor1
TTCP MANAGEMENT SERVICES, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 332023
Assets Under Management $839,030,565
No. Of Clients669
Clients Per Financial Advisor96
BEARING POINT CAPITAL is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $839M assets under management, the firm specializes in crafting personalized retirement planning solutions for 669 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
- 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
QualificationsFirm CRD# 283582
Assets Under Management $694,246,947
No. Of Clients6
Clients Per Financial Advisor2
SYSTELLIGENCE, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 115752
Assets Under Management $620,408,766
No. Of Clients1063
Clients Per Financial Advisor51
STEVENS FOSTER FINANCIAL ADVISORS is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $620M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1063 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 110483
Assets Under Management $433,347,404
No. Of Clients814
Clients Per Financial Advisor102
BGM WEALTH MANAGEMENT is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $433M assets under management, the firm specializes in crafting personalized retirement planning solutions for 814 clients. The team consists of 8 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
- Selection for other advisors
QualificationsFirm CRD# 140551
Assets Under Management $402,826,658
No. Of Clients1424
Clients Per Financial Advisor142
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1424 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
- Hourly charges
- Fixed 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
- Education seminars/workshops
- Other (ESTATE PLAN SETTLEMENT SERVICES)
QualificationsFirm CRD# 108417
Assets Under Management $324,842,021
No. Of Clients343
Clients Per Financial Advisor57
WHITE PINE CAPITAL LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $325M assets under management, the firm specializes in crafting personalized retirement planning solutions for 343 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106617
Assets Under Management $315,997,428
No. Of Clients1804
Clients Per Financial Advisor258
WEBB FINANCIAL GROUP is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1804 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
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 150458
Assets Under Management $286,298,075
No. Of Clients593
Clients Per Financial Advisor59
CAISSA WEALTH STRATEGIES is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 593 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
- Hourly charges
- Fixed 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
- Education seminars/workshops
QualificationsFirm CRD# 115384
Assets Under Management $285,636,318
No. Of Clients903
Clients Per Financial Advisor151
LEGACY FINANCIAL ADVISORS CORPORATION is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 903 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
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INSURANCE)
QualificationsFirm CRD# 324059
Assets Under Management $274,482,313
No. Of Clients1356
Clients Per Financial Advisor226
PETROS FAMILY WEALTH, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1356 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
- Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS)
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Duluth, Minnesota
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- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Rochester, Minnesota
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Looking for more choices? Use our free match service to compare retirement planners serving your area.