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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 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 Wayzata, Minnesota
Last Updated - April 25, 2025Wayzata has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Wayzata, Minnesota have an average of 23 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
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
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
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
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 15 Retirement Planning firms in Wayzata, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 305 Lake Street East, Wayzata, MN, 55391 | $137,829,756,000 | 3 | 200 | A percentage of AUM, Performance Based |
| 2 | 3620 County Road 101 S., Wayzata, MN, 55391 | $888,960,409 | 1879 | 9 | A percentage of AUM |
| 3 | 701 Lake Street East, Suite 350 Wayzata, MN, 55391 | $852,395,109 | 15 | 20 | A percentage of AUM, Performance Based |
| 4 | 849 Lake Street East, Wayzata, MN, 55391 | $475,415,237 | 1771 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 308 Walker Avenue South, Wayzata, MN, 55391 | $418,171,616 | 3 | 16 | A percentage of AUM, Performance Based |
| 6 | 15600 Wayzata Blvd., Suite 101 Wayzata, MN, 55391 | $408,830,550 | 192 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 681 Lake Street East, Suite 262 Wayzata, MN, 55391 | $379,341,058 | 52 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1905 Wayzata Blvd, Suite 320 Wayzata, MN, 55391 | $370,627,618 | 2014 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 861 Lake Street North, Wayzata, MN, 55391 | $351,812,366 | 204 | 3 | A percentage of AUM, Fixed fees, Commission Based |
| 10 | 701 Lake Street, Suite 270 Wayzata, MN, 55391 | $279,650,151 | 7 | 10 | A percentage of AUM, Performance Based |
| 11 | 1905 Wayzata Blvd., Suite 320 Wayzata, MN, 55391 | $267,189,818 | 357 | 3 | A percentage of AUM |
| 12 | 801 Twelve Oaks Center Drive, Suite 817 Wayzata, MN, 55391 | $212,813,314 | 14 | 2 | A percentage of AUM, Fixed fees |
| 13 | 1907 E Wayzata Blvd, Suite 300 Wayzata, MN, 55391 | $183,780,314 | 2 | 7 | A percentage of AUM, Performance Based |
| 14 | 641 E. Lake Street, Suite 216 Wayzata, MN, 55391 | $171,741,051 | 179 | 2 | A percentage of AUM |
| 15 | 328 Barry Avenue South, Suite 210 Wayzata, MN, 55391 | $141,136,011 | 513 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Wayzata, Minnesota
QualificationsFirm CRD# 282439
Assets Under Management $137,829,756,000
No. Of Clients3
Clients Per Financial Advisor0
GARDA CAPITAL PARTNERS is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $138B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 200 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 vehicles
QualificationsFirm CRD# 129963
Assets Under Management $888,960,409
No. Of Clients1879
Clients Per Financial Advisor209
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $889M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1879 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 businesses or institutional clients
QualificationsFirm CRD# 133959
Assets Under Management $852,395,109
No. Of Clients15
Clients Per Financial Advisor1
NORTH SKY CAPITAL, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $852M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 168600
Assets Under Management $475,415,237
No. Of Clients1771
Clients Per Financial Advisor98
360 FINANCIAL is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1771 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 323379
Assets Under Management $418,171,616
No. Of Clients3
Clients Per Financial Advisor0
ESTUARY CAPITAL MANAGEMENT LP is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 16 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 vehicles
QualificationsFirm CRD# 119436
Assets Under Management $408,830,550
No. Of Clients192
Clients Per Financial Advisor48
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $409M 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 332688
Assets Under Management $379,341,058
No. Of Clients52
Clients Per Financial Advisor17
HUNTER KEITH INDUSTRIES, INC. is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 318201
Assets Under Management $370,627,618
No. Of Clients2014
Clients Per Financial Advisor112
FIAT WEALTH MANAGEMENT is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $371M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2014 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 143138
Assets Under Management $351,812,366
No. Of Clients204
Clients Per Financial Advisor68
DOUGHERTY WEALTH ADVISERS LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 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
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 298142
Assets Under Management $279,650,151
No. Of Clients7
Clients Per Financial Advisor1
HUNTER STREET PARTNERS, LP is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $280M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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 vehicles
QualificationsFirm CRD# 310523
Assets Under Management $267,189,818
No. Of Clients357
Clients Per Financial Advisor119
PACK PRIVATE WEALTH, LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 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# 285739
Assets Under Management $212,813,314
No. Of Clients14
Clients Per Financial Advisor7
ACM is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 132046
Assets Under Management $183,780,314
No. Of Clients2
Clients Per Financial Advisor0
WAYZATA INVESTMENT PARTNERS LLC is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $184M 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 vehicles
QualificationsFirm CRD# 143279
Assets Under Management $171,741,051
No. Of Clients179
Clients Per Financial Advisor90
QUANTITATIVE ASSET MANAGEMENT, 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 179 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 and/or small businesses
QualificationsFirm CRD# 147447
Assets Under Management $141,136,011
No. Of Clients513
Clients Per Financial Advisor171
BANNERSTONE CAPITAL 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 513 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
- Portfolio management for pooled investment vehicles
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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- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Saint Paul, Minnesota
- Retirement Planners in Wayzata, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.