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Find Retirement Advisors for Retirement Planning in Wayzata, 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 Wayzata, Minnesota
Last Updated - January 7, 2025Wayzata has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Wayzata, Minnesota have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Wayzata, Minnesota
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
VERIFIED Qualifications
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
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
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
VERIFIED Qualifications
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 15 Retirement Planning firms in Wayzata, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GARDA CAPITAL PARTNERS 305 Lake Street East, Wayzata, MN, 55391 | $118,495,198,000 | 3 | 175 | A Percentage of AUM, Performance Based |
| 2 | BLUE ROCK ADVISORS, LLC 445 East Lake Street, Suite 120, Wayzata, MN, 55391 | $2,672,005,433 | 8 | 10 | A Percentage of AUM, Performance Based |
| 3 | NORTH SKY CAPITAL, LLC 701 Lake Street East, Suite 350 Wayzata, MN, 55391 | $1,002,717,514 | 16 | 19 | A Percentage of AUM, Performance Based |
| 4 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. 15600 Wayzata Blvd., Suite 101 Wayzata, MN, 55391 | $428,038,139 | 189 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | 360 FINANCIAL 849 Lake Street East, Wayzata, MN, 55391 | $420,597,493 | 1726 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | DOUGHERTY WEALTH ADVISERS LLC 861 Lake Street North, Wayzata, MN, 55391 | $323,889,451 | 192 | 4 | A Percentage of AUM, Fixed Fees, Commission Based |
| 7 | ACM 801 Twelve Oaks Center Drive, Suite 817 Wayzata, MN, 55391 | $268,741,896 | 3 | 3 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | ESTUARY CAPITAL MANAGEMENT LP 308 Walker Avenue South, Wayzata, MN, 55391 | $236,693,000 | 3 | 15 | A Percentage of AUM, Performance Based |
| 9 | PACK PRIVATE WEALTH, LLC 1905 Wayzata Blvd., Suite 320 Wayzata, MN, 55391 | $171,954,000 | 296 | 3 | A Percentage of AUM, Fixed Fees |
| 10 | QUANTITATIVE ASSET MANAGEMENT, LLC 641 E. Lake Street, Suite 216 Wayzata, MN, 55391 | $152,971,649 | 357 | 2 | A Percentage of AUM |
| 11 | SOMERSET GROUP LLC 15600 Wayzata Blvd, Suite 304 Wayzata, MN, 55391 | $141,230,431 | 174 | 4 | A Percentage of AUM |
| 12 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC 315 Lake St E, Suite 301 Wayzata, MN, 55391-3172 | $140,578,754 | 3 | 6 | A Percentage of AUM, Performance Based |
| 13 | NORTHERN PACIFIC GROUP, L.P. 315 Lake St E, Suite 301 Wayzata, MN, 55391 | $140,578,754 | 4 | 6 | A Percentage of AUM, Performance Based |
| 14 | FIAT WEALTH MANAGEMENT 1905 Wayzata Blvd, Suite 320 Wayzata, MN, 55391 | $133,444,496 | 1335 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | PERKINS CAPITAL MANAGEMENT INC 730 Lake Street East, Wayzata, MN, 55391-1769 | $115,005,222 | 155 | 9 | A Percentage of AUM |
Information on Top Retirement Planning firms in Wayzata, Minnesota
QualificationsFirm CRD# 282439
Assets Under Management $118,495,198,000
No. Of Clients3
Clients Per Financial Advisor0
GARDA CAPITAL PARTNERS is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 175 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# 281831
Assets Under Management $2,672,005,433
No. Of Clients8
Clients Per Financial Advisor1
BLUE ROCK ADVISORS, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 10 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
- Selection of Other Advisors
QualificationsFirm CRD# 133959
Assets Under Management $1,002,717,514
No. Of Clients16
Clients Per Financial Advisor1
NORTH SKY CAPITAL, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Selection of Other Advisors
QualificationsFirm CRD# 119436
Assets Under Management $428,038,139
No. Of Clients189
Clients Per Financial Advisor47
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $428M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 168600
Assets Under Management $420,597,493
No. Of Clients1726
Clients Per Financial Advisor96
360 FINANCIAL is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1726 clients. The team consists of 18 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 143138
Assets Under Management $323,889,451
No. Of Clients192
Clients Per Financial Advisor48
DOUGHERTY WEALTH ADVISERS LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 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
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 285739
Assets Under Management $268,741,896
No. Of Clients3
Clients Per Financial Advisor1
ACM is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 323379
Assets Under Management $236,693,000
No. Of Clients3
Clients Per Financial Advisor0
ESTUARY CAPITAL MANAGEMENT LP is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 310523
Assets Under Management $171,954,000
No. Of Clients296
Clients Per Financial Advisor99
PACK PRIVATE WEALTH, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 143279
Assets Under Management $152,971,649
No. Of Clients357
Clients Per Financial Advisor179
QUANTITATIVE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 2 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# 160282
Assets Under Management $141,230,431
No. Of Clients174
Clients Per Financial Advisor44
SOMERSET GROUP LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 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
QualificationsFirm CRD# 173350
Assets Under Management $140,578,754
No. Of Clients3
Clients Per Financial Advisor1
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 299012
Assets Under Management $140,578,754
No. Of Clients4
Clients Per Financial Advisor1
NORTHERN PACIFIC GROUP, L.P. is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 318201
Assets Under Management $133,444,496
No. Of Clients1335
Clients Per Financial Advisor95
FIAT WEALTH MANAGEMENT is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1335 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105028
Assets Under Management $115,005,222
No. Of Clients155
Clients Per Financial Advisor17
PERKINS CAPITAL MANAGEMENT INC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 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 Investment
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