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

Last Updated - May 24, 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

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

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

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	687 Excelsior Blvd, Excelsior, MN, 55331	$2,961,272,387	1	8	A percentage of AUM
2	21960 Minnetonka Blvd, Suite 210, Excelsior, MN, 55331	$1,440,136,836	2	20	A percentage of AUM, Performance Based
3	23505 Smithtown Road, Suite 290 Excelsior, MN, 55331	$432,365,232	1339	7	A percentage of AUM, Hourly charges, Fixed fees
4	34 Water Street, Suite 8, Excelsior, MN, 55331	$219,176,341	308	2	A percentage of AUM, Fixed fees
5	687 Excelsior Blvd., Excelsior, MN, 55331	$119,376,040	1	8	A percentage of AUM

Information on Top Retirement Planning firms in Excelsior, Minnesota

LOCORR FUND MANAGEMENT, LLC

Find an Advisor

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

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EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

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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

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MODUS ADVISORS, LLC

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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

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EXCELSIOR INVESTORS

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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

STEBEN & COMPANY, LLC

Find an Advisor

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

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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