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Find Retirement Advisors for Retirement Planning in Sartell, Minnesota

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Sartell, Minnesota

Last Updated - January 7, 2025

Sartell has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Sartell, Minnesota have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Sartell, Minnesota

VERIFIED

Nate Bosek
CFP^®
Farther Finance, LLC

Qualifications
CRD# 5877081
Firm CRD# 302050
Series 66

Minimum Assets Required
$0

Address

2701 Troop Dr,
Sartell, MN 56377 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jordan DeBoer
AWMA^®, CFP^®
Calibration Financial

Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65

Minimum Assets Required
$200,000

Address

120 Central Ave N,
Ste A,
Milaca, MN 56353 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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VERIFIED

Kyle Kalkbrenner
CLTC^®, CEPA^®
Thrivent

Qualifications
CRD# 6096130
Firm CRD# 18387
Series 7, 66

Minimum Assets Required
$50,000

Address

403 N Sibley Ave,
Litchfield, MN 55355 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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VERIFIED

Fiat Wealth Management
CFP^®, RICP^®

Qualifications
Firm CRD# 318201
Series 65

Minimum Assets Required
$500,000

Address

1905 Wayzata BLVD,
Wayzata, MN 55391 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10900 Wayzata Boulevard,
Suite 240,
Minnetonka, MN 55305 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Affiance Financial
CFP^®, CPWA^®, CLU^®, BFA^™, AIF^®, ChFC^®

Qualifications
Firm CRD# 113200
Series 7, 66

Minimum Assets Required
Not Specified

Address

600 Highway 169 S., Suite 1750,
St. Louis Park, MN 55426 See Details

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

Find An Advisor

VERIFIED

Joe Schwarz
CFA^®
Schwarz Dygos Wheeler Investment Advisors LLC

Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63

Minimum Assets Required
$1,000,000

Address

50 South Sixth Street,
#1405,
Minneapolis, MN 55402 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

Top 1 Retirement Planning firms in Sartell, Minnesota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	LEDGE WEALTH 2454 8th Avenue South, Suite 200 Sartell, MN, 56377	$350,927,270	854	9	A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Sartell, Minnesota

LEDGE WEALTH

Find an Advisor

QualificationsFirm CRD# 165713

Assets Under Management $350,927,270

No. Of Clients854

Clients Per Financial Advisor95

LEDGE WEALTH is a financial advisory firm situated in Sartell, Minnesota. With a nearly $351M assets under management, the firm specializes in crafting personalized retirement planning solutions for 854 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
Hourly charges

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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