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Find Retirement Advisors for Retirement Planning in Plymouth, 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 Plymouth, Minnesota
Last Updated - May 10, 2025Plymouth has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Plymouth, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Plymouth, Minnesota
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
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
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 14 Retirement Planning firms in Plymouth, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | $72,024,609,099 | 154394 | 712 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
| 2 | 2800 Niagara Lane North, Plymouth, MN, 55447 | $31,696,623,992 | 14 | 335 | A percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES) |
| 3 | 505 N. Hwy 169, Suite 900 Plymouth, MN, 55441 | $3,153,026,552 | 3216 | 12 | A percentage of AUM |
| 4 | 1695 State Hwy 169, Plymouth, MN, 55441 | $2,500,753,183 | 10333 | 70 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 2 Carlson Parkway, Suite 125 Plymouth, MN, 55447 | $1,171,031,139 | 39 | 9 | A percentage of AUM |
| 6 | 505 Waterford Park, 505 Hwy 169 N Suite 550 Plymouth, MN, 55441 | $891,160,056 | 4 | 19 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 10810 Old County Road 15, Suite 200 Plymouth, MN, 55441 | $431,309,406 | 1992 | 5 | A percentage of AUM, Fixed fees |
| 8 | 505 North Highway 169, Suite 260 Plymouth, MN, 55441 | $327,754,067 | 2014 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 3033 Campus Drive, Suite N145 Plymouth, MN, 55441-2651 | $189,960,227 | 527 | 3 | A percentage of AUM |
| 10 | 3380 Annapolis Lane, N B-100 Plymouth, MN, 55447 | $170,415,282 | 566 | 5 | A percentage of AUM |
| 11 | 3675 Plymouth Boulevard, Suite 110 Plymouth, MN, 55446 | $166,541,038 | 727 | 4 | A percentage of AUM, Fixed fees |
| 12 | 9800 Shelard Pkwy, Suite 113 Plymouth, MN, 55441 | $162,062,965 | 394 | 4 | A percentage of AUM, Hourly charges |
| 13 | 15600 36th Avenue North, Suite 200 Plymouth, MN, 55446 | $159,601,025 | 809 | 6 | A percentage of AUM, Fixed fees |
| 14 | One Carlson Parkway North, Suite 225 Plymouth, MN, 55447 | $120,639,894 | 510 | 20 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT) |
Information on Top Retirement Planning firms in Plymouth, Minnesota
QualificationsFirm CRD# 116407
Assets Under Management $72,024,609,099
No. Of Clients154394
Clients Per Financial Advisor217
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154394 clients. The team consists of 712 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 (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
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 (ERISA 3(38) INVESTMENT MANAGER)
QualificationsFirm CRD# 161413
Assets Under Management $31,696,623,992
No. Of Clients14
Clients Per Financial Advisor0
WALLEYE CAPITAL LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 335 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 EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 300366
Assets Under Management $3,153,026,552
No. Of Clients3216
Clients Per Financial Advisor268
NORTHCREST ASSET MANAGEMENT is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3216 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Other (INVESTMENT STRATEGIES FOR AN AFFILIATED INVESTMENT ADVISER)
QualificationsFirm CRD# 308174
Assets Under Management $2,500,753,183
No. Of Clients10333
Clients Per Financial Advisor148
BERGER FINANCIAL GROUP is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10333 clients. The team consists of 70 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
- Education seminars/workshops
QualificationsFirm CRD# 108978
Assets Under Management $1,171,031,139
No. Of Clients39
Clients Per Financial Advisor4
NEXT CENTURY GROWTH INVESTORS LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 9 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 304990
Assets Under Management $891,160,056
No. Of Clients4
Clients Per Financial Advisor0
RICE PARK CAPITAL is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $891M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 19 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
QualificationsFirm CRD# 110179
Assets Under Management $431,309,406
No. Of Clients1992
Clients Per Financial Advisor398
GEN FINANCIAL MANAGEMENT INC. is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1992 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 167886
Assets Under Management $327,754,067
No. Of Clients2014
Clients Per Financial Advisor168
VPWM ADVISORS, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $328M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2014 clients. The team consists of 12 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 174136
Assets Under Management $189,960,227
No. Of Clients527
Clients Per Financial Advisor176
ECHO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 527 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 297583
Assets Under Management $170,415,282
No. Of Clients566
Clients Per Financial Advisor113
ROSSJOHNSON & ASSOCIATES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 566 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 168228
Assets Under Management $166,541,038
No. Of Clients727
Clients Per Financial Advisor182
PHILLIP JAMES FINANCIAL CO. is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 314172
Assets Under Management $162,062,965
No. Of Clients394
Clients Per Financial Advisor99
GREAT RIVER FINANCIAL is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 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
QualificationsFirm CRD# 311320
Assets Under Management $159,601,025
No. Of Clients809
Clients Per Financial Advisor135
KURE ADVISORY, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 809 clients. The team consists of 6 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# 165244
Assets Under Management $120,639,894
No. Of Clients510
Clients Per Financial Advisor26
FELTL ADVISORS is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 510 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (WRAP ACCOUNTS THROUGH NON-AFFILIATED PROVIDERS)
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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Looking for more choices? Use our free match service to compare retirement planners serving your area.