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Find Retirement Advisors for Retirement Planning in Minnetonka, 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 Minnetonka, Minnesota
Last Updated - May 6, 2025Minnetonka has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Minnetonka, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Minnetonka, Minnesota
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFiat 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
VERIFIEDChad 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
VERIFIEDAffiance 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
VERIFIEDQualifications
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
VERIFIEDQualifications
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Minnetonka, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 601 Carlson Parkway, 7th Floor Minnetonka, MN, 55305 | $9,720,125,913 | 13 | 34 | A percentage of AUM, Performance Based, Other (PASS THROUGH REIMBURSEMENT) |
| 2 | 110 Cheshire Lane, Suite 200 Minnetonka, MN, 55305 | $2,267,646,782 | 8433 | 120 | A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY FEE) |
| 3 | 4350 Baker Road, Suite 245 Minnetonka, MN, 55343 | $1,968,819,528 | 4019 | 14 | A percentage of AUM, Fixed fees |
| 4 | 13100 Wayzata Blvd., Suite #140 Minnetonka, MN, 55305 | $811,000,000 | 7756 | 39 | A percentage of AUM, Fixed fees |
| 5 | 601 Carlson Parkway, Suite 875 Minnetonka, MN, 55305 | $781,901,668 | 4 | 7 | A percentage of AUM |
| 6 | 601 Carlson Parkway, Suite 1100 Minnetonka, MN, 55305 | $713,330,620 | 1025 | 17 | A percentage of AUM, Fixed fees |
| 7 | 701 Carlson Parkway, Suite 1110 Minnetonka, MN, 55305 | $635,877,013 | 8 | 13 | A percentage of AUM, Performance Based |
| 8 | 301 Carlson Parkway, Suite 103 Minnetonka, MN, 55305 | $553,928,006 | 1029 | 11 | A percentage of AUM |
| 9 | 601 Carlson Parkway, Suite 850 Minnetonka, MN, 55305-5231 | $522,000,000 | 40 | 4 | A percentage of AUM |
| 10 | 5601 Smetana Drive, Suite 707 Minnetonka, MN, 55343-9196 | $484,354,195 | 193 | 4 | A percentage of AUM, Hourly charges |
| 11 | 130 Cheshire Lane, Suite 175 Minnetonka, MN, 55305 | $132,422,757 | 3 | 3 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Minnetonka, Minnesota
QualificationsFirm CRD# 133720
Assets Under Management $9,720,125,913
No. Of Clients13
Clients Per Financial Advisor0
PINE RIVER CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PASS THROUGH REIMBURSEMENT)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 113074
Assets Under Management $2,267,646,782
No. Of Clients8433
Clients Per Financial Advisor70
ADVISORNET WEALTH PARTNERS is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8433 clients. The team consists of 120 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 (MONTHLY FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (PERIODIC INVESTMENT MONITORING AND FINANCIAL CONSULTING.)
QualificationsFirm CRD# 148679
Assets Under Management $1,968,819,528
No. Of Clients4019
Clients Per Financial Advisor287
MARKS GROUP WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4019 clients. The team consists of 14 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
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 324489
Assets Under Management $811,000,000
No. Of Clients7756
Clients Per Financial Advisor199
BLUESTEM WEALTH PARTNERS, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $811M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7756 clients. The team consists of 39 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 174379
Assets Under Management $781,901,668
No. Of Clients4
Clients Per Financial Advisor1
DGV SOLUTIONS LP is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $782M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 155270
Assets Under Management $713,330,620
No. Of Clients1025
Clients Per Financial Advisor60
THE ADVOCATE GROUP, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $713M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1025 clients. The team consists of 17 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
QualificationsFirm CRD# 137228
Assets Under Management $635,877,013
No. Of Clients8
Clients Per Financial Advisor1
MERCED CAPITAL, L.P. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 13 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
QualificationsFirm CRD# 151406
Assets Under Management $553,928,006
No. Of Clients1029
Clients Per Financial Advisor94
CHERRY TREE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $554M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1029 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
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
QualificationsFirm CRD# 106052
Assets Under Management $522,000,000
No. Of Clients40
Clients Per Financial Advisor10
SPEECE THORSON CAPITAL GROUP INC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $522M assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 130239
Assets Under Management $484,354,195
No. Of Clients193
Clients Per Financial Advisor48
TWELE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 298336
Assets Under Management $132,422,757
No. Of Clients3
Clients Per Financial Advisor1
TONKA CAPITAL PARTNERS, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
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 Minneapolis, Minnesota
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Looking for more choices? Use our free match service to compare retirement planners serving your area.