Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 Plymouth, Minnesota
Last Updated - April 18, 2024Plymouth has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Plymouth, Minnesota have an average of 16 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Plymouth, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Plymouth, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | $56,392,714,492 | 128050 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
| 2 | WALLEYE CAPITAL LLC 2800 Niagara Lane North, Plymouth, MN, 55447 | $11,847,533,301 | 5 | 224 | A Percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES) |
| 3 | NORTHCREST ASSET MANAGEMENT 505 N. Hwy 169, Suite 900 Plymouth, MN, 55441 | $2,676,661,404 | 3078 | 0 | A Percentage of AUM |
| 4 | BERGER FINANCIAL GROUP 1695 State Hwy 169, Plymouth, MN, 55441 | $1,365,502,656 | 6706 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | NEXT CENTURY GROWTH INVESTORS LLC 2 Carlson Parkway, Suite 125 Plymouth, MN, 55447 | $930,693,948 | 28 | 9 | A Percentage of AUM |
| 6 | RICE PARK CAPITAL 505 Waterford Park, 505 Hwy 169 N Suite 550 Plymouth, MN, 55441 | $705,619,116 | 3 | 19 | A Percentage of AUM, Performance Based |
| 7 | WAYZATA INVESTMENT PARTNERS LLC One Carlson Parkway North, Suite 220 Plymouth, MN, 55447 | $644,393,169 | 2 | 7 | A Percentage of AUM, Performance Based |
| 8 | GEN FINANCIAL MANAGEMENT INC. 10810 Old County Road 15, Suite 200 Plymouth, MN, 55441 | $408,749,800 | 1710 | 4 | A Percentage of AUM, Fixed Fees |
| 9 | VPWM ADVISORS, LLC 505 North Highway 169, Suite 260 Plymouth, MN, 55441 | $303,198,638 | 1954 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | ECHO WEALTH MANAGEMENT, LLC 3033 Campus Drive, Suite N145 Plymouth, MN, 55441-2651 | $147,790,930 | 452 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | KURE ADVISORY, LLC 15600 36th Avenue North, Suite 200 Plymouth, MN, 55446 | $142,702,603 | 808 | 7 | A Percentage of AUM, Fixed Fees |
| 12 | PHILLIP JAMES FINANCIAL CO. 3675 Plymouth Boulevard, Suite 110 Plymouth, MN, 55446 | $135,006,000 | 708 | 4 | A Percentage of AUM, Fixed Fees |
| 13 | ROSSJOHNSON & ASSOCIATES, LLC 3380 Annapolis Lane, N B-100 Plymouth, MN, 55447 | $130,244,844 | 428 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Plymouth, Minnesota
QualificationsFirm CRD# 116407
Assets Under Management $56,392,714,492
No. Of Clients128050
Clients Per Financial AdvisorInfinity
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 128050 clients. The team consists of 0 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 161413
Assets Under Management $11,847,533,301
No. Of Clients5
Clients Per Financial Advisor0
WALLEYE CAPITAL LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 224 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
- Selection of Other Advisors
QualificationsFirm CRD# 300366
Assets Under Management $2,676,661,404
No. Of Clients3078
Clients Per Financial AdvisorInfinity
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 3078 clients. The team consists of 0 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
QualificationsFirm CRD# 308174
Assets Under Management $1,365,502,656
No. Of Clients6706
Clients Per Financial Advisor112
BERGER FINANCIAL GROUP 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 6706 clients. The team consists of 60 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 108978
Assets Under Management $930,693,948
No. Of Clients28
Clients Per Financial Advisor3
NEXT CENTURY GROWTH INVESTORS LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $931M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 304990
Assets Under Management $705,619,116
No. Of Clients3
Clients Per Financial Advisor0
RICE PARK CAPITAL is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $706M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 132046
Assets Under Management $644,393,169
No. Of Clients2
Clients Per Financial Advisor0
WAYZATA INVESTMENT PARTNERS LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $644M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110179
Assets Under Management $408,749,800
No. Of Clients1710
Clients Per Financial Advisor428
GEN FINANCIAL MANAGEMENT INC. is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1710 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 167886
Assets Under Management $303,198,638
No. Of Clients1954
Clients Per Financial Advisor130
VPWM ADVISORS, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1954 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 174136
Assets Under Management $147,790,930
No. Of Clients452
Clients Per Financial Advisor151
ECHO WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 452 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 311320
Assets Under Management $142,702,603
No. Of Clients808
Clients Per Financial Advisor115
KURE ADVISORY, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 168228
Assets Under Management $135,006,000
No. Of Clients708
Clients Per Financial Advisor177
PHILLIP JAMES FINANCIAL CO. is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 297583
Assets Under Management $130,244,844
No. Of Clients428
Clients Per Financial Advisor107
ROSSJOHNSON & ASSOCIATES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 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
- 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.