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Find Retirement Advisors for Retirement Planning in Local,
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 Local,
Last Updated - April 11, 2024Local has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors Near you
VERIFIEDJoe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJosh Decker
CFP®
EFS Advisors
Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Not Specified
VERIFIED Qualifications
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Local, (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BOULAY FINANCIAL ADVISORS, LLC 11095 Viking Drive, Suite 500 Eden Prairie, MN, 55344 | $1,868,751,352 | 3853 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | STRATEGIC WEALTH GROUP 7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347 | $777,268,953 | 4166 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
| 3 | MURPHY POHLAD ASSET MANAGEMENT LLC 6385 Old Shady Oak Road, Suite 200 Eden Prairie, MN, 55344 | $521,182,396 | 300 | 9 | A Percentage of AUM, Fixed Fees |
| 4 | THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES 14850 Scenic Heights Road, Suite #100 Eden Prairie, MN, 55344 | $363,140,854 | 1887 | 10 | A Percentage of AUM, Fixed Fees |
| 5 | USADVISORS WEALTH MANAGEMENT, LLC 15750 Venture Lane, Eden Prairie, MN, 55344 | $360,890,583 | 2132 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ABBEY STREET 775 Prairie Center Drive, Suite 400 Eden Prairie, MN, 55344 | $192,566,654 | 527 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | BROWN WEALTH MANAGEMENT, LLC 12100 Single Tree Lane, #175, Eden Prairie, MN, 55344 | $159,296,000 | 559 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
| 8 | CHRISTENSEN GROUP FINANCIAL, LLC 9855 West 78th Street, Suite 100 Eden Prairie, MN, 55344 | $4,720,424 | 16 | 5 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Local,
QualificationsFirm CRD# 111334
Assets Under Management $1,868,751,352
No. Of Clients3853
Clients Per Financial Advisor96
BOULAY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3853 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 284430
Assets Under Management $777,268,953
No. Of Clients4166
Clients Per Financial Advisor219
STRATEGIC WEALTH GROUP is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $777M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4166 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
- Hourly charges
- Fixed Fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 109973
Assets Under Management $521,182,396
No. Of Clients300
Clients Per Financial Advisor33
MURPHY POHLAD ASSET MANAGEMENT LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $521M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 9 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
QualificationsFirm CRD# 311385
Assets Under Management $363,140,854
No. Of Clients1887
Clients Per Financial Advisor189
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1887 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 158108
Assets Under Management $360,890,583
No. Of Clients2132
Clients Per Financial Advisor112
USADVISORS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2132 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 305107
Assets Under Management $192,566,654
No. Of Clients527
Clients Per Financial Advisor44
ABBEY STREET is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 clients. The team consists of 12 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 121072
Assets Under Management $159,296,000
No. Of Clients559
Clients Per Financial Advisor140
BROWN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 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
- Hourly charges
- Fixed Fees
- Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 318144
Assets Under Management $4,720,424
No. Of Clients16
Clients Per Financial Advisor3
CHRISTENSEN GROUP FINANCIAL, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $5M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
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 Litchfield, Minnesota
- Retirement Planners in Milaca, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Saint Paul, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.