Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rochester has 3 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 Rochester, Minnesota have an average of 25 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
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
Fee-Based
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1610 14th Street Nw, Suite 100 Rochester, MN, 55901 | $303,722,600 | 833 | 8 | A percentage of AUM, Fixed fees |
2 | 2434 Superior Drive Nw, Suite 101 Rochester, MN, 55901 | $124,399,526 | 633 | 7 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 315329
Assets Under Management $303,722,600
No. Of Clients833
Clients Per Financial Advisor104
FORTRESS FINANCIAL GROUP, LLC is a financial advisory firm situated in Rochester, Minnesota. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 833 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306384
Assets Under Management $124,399,526
No. Of Clients633
Clients Per Financial Advisor90
STRATEGIC ASSET MANAGEMENT LLC. is a financial advisory firm situated in Rochester, Minnesota. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 633 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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