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Find Retirement Advisors for Retirement Planning in Excelsior, 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 Excelsior, Minnesota

Last Updated - April 25, 2025

Excelsior has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Excelsior, Minnesota have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Excelsior, Minnesota

advisor
vector.svg VERIFIED

Fiat 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

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advisor
vector.svg VERIFIED

Chad 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Affiance 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

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advisor

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

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advisor

Qualifications
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

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Top 5 Retirement Planning firms in Excelsior, Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

687 Excelsior Blvd,
Excelsior, MN, 55331
$2,961,272,38718
A percentage of AUM
2

21960 Minnetonka Blvd, Suite 210,
Excelsior, MN, 55331
$1,440,136,836220
A percentage of AUM, Performance Based
3

23505 Smithtown Road, Suite 290
Excelsior, MN, 55331
$432,365,23213397
A percentage of AUM, Hourly charges, Fixed fees
4

34 Water Street, Suite 8,
Excelsior, MN, 55331
$219,176,3413082
A percentage of AUM, Fixed fees
5

687 Excelsior Blvd.,
Excelsior, MN, 55331
$119,376,04018
A percentage of AUM

Information on Top Retirement Planning firms in Excelsior, Minnesota

QualificationsFirm CRD# 156247

Assets Under Management $2,961,272,387

No. Of Clients1

Clients Per Financial Advisor0

LOCORR FUND MANAGEMENT, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 289890

Assets Under Management $1,440,136,836

No. Of Clients2

Clients Per Financial Advisor0

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 20 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
View Full Profile

QualificationsFirm CRD# 291204

Assets Under Management $432,365,232

No. Of Clients1339

Clients Per Financial Advisor191

MODUS ADVISORS, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1339 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 108048

Assets Under Management $219,176,341

No. Of Clients308

Clients Per Financial Advisor154

EXCELSIOR INVESTORS is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 clients. The team consists of 2 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
View Full Profile

QualificationsFirm CRD# 117808

Assets Under Management $119,376,040

No. Of Clients1

Clients Per Financial Advisor0

STEBEN & COMPANY, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

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