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Find Retirement Advisors for Retirement Planning in Eden Prairie, 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 Eden Prairie, Minnesota

Last Updated - April 25, 2025

Eden Prairie has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Eden Prairie, Minnesota have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Eden Prairie, Minnesota

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

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

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

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

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

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

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

Top 9 Retirement Planning firms in Eden Prairie, Minnesota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	11095 Viking Drive, Suite 500 Eden Prairie, MN, 55344	$2,126,764,950	3878	40	A percentage of AUM, Hourly charges, Fixed fees
2	7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347	$1,036,980,550	4831	19	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
3	7480 Flying Cloud Drive, Suite 120 Eden Prairie, MN, 55344	$577,862,485	309	8	A percentage of AUM, Fixed fees
4	14850 Scenic Heights Road, Suite #100 Eden Prairie, MN, 55344	$566,682,714	2419	12	A percentage of AUM, Fixed fees
5	15750 Venture Lane, Eden Prairie, MN, 55344	$488,134,595	2380	16	A percentage of AUM, Hourly charges, Fixed fees
6	11095 Viking Drive, Suite 410 Eden Prairie, MN, 55344	$245,005,947	563	12	A percentage of AUM, Fixed fees
7	12100 Single Tree Lane, #175, Eden Prairie, MN, 55344	$173,270,000	577	4	A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
8	6955 Sand Ridge Road, Eden Prairie, MN, 55346	$132,979,318	127	1	A percentage of AUM, Hourly charges
9	9855 West 78th Street, Suite 100 Eden Prairie, MN, 55344	$10,079,796	37	5	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Eden Prairie, Minnesota

BOULAY FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 111334

Assets Under Management $2,126,764,950

No. Of Clients3878

Clients Per Financial Advisor97

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 3878 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 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
Other (SELECTION OF OTHER ADVISERS FOR TPM PLATFORM)

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STRATEGIC WEALTH GROUP

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QualificationsFirm CRD# 284430

Assets Under Management $1,036,980,550

No. Of Clients4831

Clients Per Financial Advisor254

STRATEGIC WEALTH GROUP is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4831 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 (REFERRAL FEES)

Financial Planning Services

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

View Full Profile

MURPHY POHLAD ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 109973

Assets Under Management $577,862,485

No. Of Clients309

Clients Per Financial Advisor39

MURPHY POHLAD ASSET MANAGEMENT LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 309 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

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QualificationsFirm CRD# 311385

Assets Under Management $566,682,714

No. Of Clients2419

Clients Per Financial Advisor202

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2419 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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USADVISORS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 158108

Assets Under Management $488,134,595

No. Of Clients2380

Clients Per Financial Advisor149

USADVISORS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $488M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2380 clients. The team consists of 16 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

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ABBEY STREET

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QualificationsFirm CRD# 305107

Assets Under Management $245,005,947

No. Of Clients563

Clients Per Financial Advisor47

ABBEY STREET is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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BROWN WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 121072

Assets Under Management $173,270,000

No. Of Clients577

Clients Per Financial Advisor144

BROWN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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GARY L. GREENBERG

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QualificationsFirm CRD# 108423

Assets Under Management $132,979,318

No. Of Clients127

Clients Per Financial Advisor127

GARY L. GREENBERG is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 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
Hourly charges

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

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CHRISTENSEN GROUP FINANCIAL, LLC

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QualificationsFirm CRD# 318144

Assets Under Management $10,079,796

No. Of Clients37

Clients Per Financial Advisor7

CHRISTENSEN GROUP FINANCIAL, LLC is a financial advisory firm situated in Eden Prairie, Minnesota. With a nearly $10M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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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