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Find Retirement Advisors for Retirement Planning in Saint Paul, 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 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 Saint Paul, Minnesota
Last Updated - April 12, 2024Saint Paul has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Saint Paul, Minnesota have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Saint Paul, Minnesota
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Saint Paul, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HERITAGE WEALTH ARCHITECTS, INC. 1270 Northland Drive, Suite 120 Mendota Heights, MN, 55120 | $207,853,395 | 630 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WOLD FINANCIAL GROUP 750 Main Street, Suite 109 Mendota Heights, MN, 55118 | $164,161,150 | 309 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Saint Paul, Minnesota
QualificationsFirm CRD# 161261
Assets Under Management $207,853,395
No. Of Clients630
Clients Per Financial Advisor126
HERITAGE WEALTH ARCHITECTS, INC. is a financial advisory firm situated in Mendota Heights, Minnesota. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 630 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 316409
Assets Under Management $164,161,150
No. Of Clients309
Clients Per Financial Advisor103
WOLD FINANCIAL GROUP is a financial advisory firm situated in Mendota Heights, Minnesota. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 309 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 Individuals
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 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.