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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 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 Minnetonka, Minnesota
Last Updated - April 19, 2024Minnetonka has 4 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Minnetonka, Minnesota
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
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
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
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 11 Retirement Planning firms in Minnetonka, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PINE RIVER CAPITAL MANAGEMENT L.P. 601 Carlson Parkway, 7th Floor Minnetonka, MN, 55305 | $3,612,524,123 | 20 | 31 | A Percentage of AUM, Performance Based, Other (PASS THROUGH REIMBURSEMENT) |
| 2 | ADVISORNET WEALTH PARTNERS 110 Cheshire Lane, Suite 200 Minnetonka, MN, 55305 | $2,563,915,015 | 10189 | 123 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MARKS GROUP WEALTH MANAGEMENT, INC. 4350 Baker Road, Suite 245 Minnetonka, MN, 55343 | $1,463,855,812 | 3646 | 14 | A Percentage of AUM, Fixed Fees |
| 4 | DGV SOLUTIONS LP 601 Carlson Parkway, Suite 875 Minnetonka, MN, 55305 | $870,600,072 | 4 | 8 | A Percentage of AUM |
| 5 | TWELE CAPITAL MANAGEMENT, INC. 5601 Smetana Drive, Suite 707 Minnetonka, MN, 55343-9196 | $624,711,832 | 163 | 5 | A Percentage of AUM, Hourly charges |
| 6 | MERCED CAPITAL, L.P. 701 Carlson Parkway, Suite 220 Minnetonka, MN, 55305 | $610,305,200 | 9 | 13 | A Percentage of AUM, Performance Based |
| 7 | BLUESTEM WEALTH PARTNERS, LLC 13100 Wayzata Blvd., Suite #140 Minnetonka, MN, 55305 | $592,874,310 | 5657 | 39 | A Percentage of AUM, Fixed Fees |
| 8 | THE ADVOCATE GROUP, LLC 601 Carlson Parkway, Suite 1100 Minnetonka, MN, 55305 | $591,053,993 | 901 | 15 | A Percentage of AUM, Fixed Fees |
| 9 | SPEECE THORSON CAPITAL GROUP INC 601 Carlson Parkway, Suite 850 Minnetonka, MN, 55305-5231 | $502,000,000 | 28 | 4 | A Percentage of AUM |
| 10 | CHERRY TREE WEALTH MANAGEMENT, LLC 301 Carlson Parkway, Suite 103 Minnetonka, MN, 55305 | $484,875,402 | 953 | 11 | A Percentage of AUM, Hourly charges |
| 11 | FELTL ADVISORS 10900 Wayzata Boulevard, Suite 200 Minnetonka, MN, 55305 | $100,365,678 | 342 | 20 | A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT) |
Information on Top Retirement Planning firms in Minnetonka, Minnesota
QualificationsFirm CRD# 133720
Assets Under Management $3,612,524,123
No. Of Clients20
Clients Per Financial Advisor1
PINE RIVER CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 31 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
- Portfolio Management for Business
QualificationsFirm CRD# 113074
Assets Under Management $2,563,915,015
No. Of Clients10189
Clients Per Financial Advisor83
ADVISORNET WEALTH PARTNERS is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10189 clients. The team consists of 123 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# 148679
Assets Under Management $1,463,855,812
No. Of Clients3646
Clients Per Financial Advisor260
MARKS GROUP WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3646 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 174379
Assets Under Management $870,600,072
No. Of Clients4
Clients Per Financial Advisor1
DGV SOLUTIONS LP is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $871M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Portfolio Management for Business
QualificationsFirm CRD# 130239
Assets Under Management $624,711,832
No. Of Clients163
Clients Per Financial Advisor33
TWELE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $625M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 137228
Assets Under Management $610,305,200
No. Of Clients9
Clients Per Financial Advisor1
MERCED CAPITAL, L.P. is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
QualificationsFirm CRD# 324489
Assets Under Management $592,874,310
No. Of Clients5657
Clients Per Financial Advisor145
BLUESTEM WEALTH PARTNERS, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5657 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155270
Assets Under Management $591,053,993
No. Of Clients901
Clients Per Financial Advisor60
THE ADVOCATE GROUP, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 15 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 106052
Assets Under Management $502,000,000
No. Of Clients28
Clients Per Financial Advisor7
SPEECE THORSON CAPITAL GROUP INC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 151406
Assets Under Management $484,875,402
No. Of Clients953
Clients Per Financial Advisor87
CHERRY TREE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 953 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
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 165244
Assets Under Management $100,365,678
No. Of Clients342
Clients Per Financial Advisor17
FELTL ADVISORS is a financial advisory firm situated in Minnetonka, Minnesota. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 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
- Fixed Fees
- Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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
- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- 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.