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Find Retirement Advisors for Retirement Planning in Duluth, 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 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.

Finding the Best Retirement Planners in Duluth, Minnesota

Last Updated - December 2, 2024

Duluth has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Duluth, Minnesota have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Duluth, Minnesota

VERIFIED

Shaun Marline
Marline & Associates LLC Wealth Management

Qualifications
CRD# 4645930
Firm CRD# 6413

Minimum Assets Required
$50,000

Address

11 East Superior Street,
Suite 532,
Duluth, MN 55802 See Details

Advisory Services:

Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services.

Compensation/Fee

Not Specified

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Top 3 Retirement Planning firms in Duluth, Minnesota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SOLPACIFIC, LLC 202 W. Superior St., Ste. 721 Duluth, MN, 55802-1915	$172,676,485	2	7	Performance Based
2	FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 5161 Miller Trunk Highway, Duluth, MN, 55811	$32,501,090	1	3	A Percentage of AUM
3	WHEELER RETIREMENT PLANS LLC 324 West Superior Street, Suite 1000 Duluth, MN, 55802	$0	0	1	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Duluth, Minnesota

SOLPACIFIC, LLC

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QualificationsFirm CRD# 315184

Assets Under Management $172,676,485

No. Of Clients2

Clients Per Financial Advisor0

SOLPACIFIC, LLC is a financial advisory firm situated in Duluth, Minnesota. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based

Financial Planning Services

Portfolio Management for pooled Investment

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FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

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QualificationsFirm CRD# 113086

Assets Under Management $32,501,090

No. Of Clients1

Clients Per Financial Advisor0

FIRST ASSOCIATED INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Duluth, Minnesota. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 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

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WHEELER RETIREMENT PLANS LLC

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QualificationsFirm CRD# 327889

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

WHEELER RETIREMENT PLANS LLC is a financial advisory firm situated in Duluth, Minnesota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 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 Business
Pension Consulting Services

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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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