Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > minnesota > woodbury

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Saint Paul, 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 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 Saint Paul, Minnesota

Last Updated - May 6, 2025

Saint Paul has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Saint Paul, Minnesota have an average of 23 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Saint Paul, Minnesota

VERIFIED

John Severy Hoven
MBA, CFP^®
Oracle Financial Planners LLC

Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$50,000

Address

1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104 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, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Bernicke Wealth Management
CFP^®

Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66

Minimum Assets Required
$500,000

Address

1625 Radio Drive, Suite 110,
Woodbury, MN 55125 See Details

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

Find An Advisor

VERIFIED

Vector Wealth Management
CFP^®

Qualifications
Firm CRD# 152667

Minimum Assets Required
Not Specified

Address

43 Main Street SE,
Suite 236,
Minneapolis, MN 55414 See Details

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

Find An Advisor

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

Chad Lea
Strategic Wealth Group

Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66

Minimum Assets Required
$0

Address

7820 Terrey Pine Court Suite 200,
Eden Prairie, MN 55347 See Details

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

Find An Advisor

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
Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

206 Broadway Avenue S, Suite 460,
Rochester, MN 55904 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

Top 6 Retirement Planning firms in Saint Paul, Minnesota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	796 Bielenberg Dr., Suite 103 Woodbury, MN, 55125	$1,247,926,037	4081	21	A percentage of AUM, Fixed fees, Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
2	683 Bielenberg Drive, Suite 208 Woodbury, MN, 55125	$512,459,314	2466	16	A percentage of AUM, Fixed fees, Commission Based
3	683 Bielenberg Drive, Suite 101 Woodbury, MN, 55125	$413,000,000	1053	10	A percentage of AUM, Fixed fees
4	7616 Currell Boulevard, Suite 220 Woodbury, MN, 55125	$234,430,771	1121	6	A percentage of AUM, Hourly charges, Fixed fees
5	724 Bielenberg Drive, #2 Woodbury, MN, 55125	$222,763,182	1266	8	A percentage of AUM, Fixed fees
6	724 Bielenberg Dr., Suite 144 Woodbury, MN, 55125	$180,642,870	268	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Saint Paul, Minnesota

PINE GROVE FINANCIAL GROUP

Find an Advisor

QualificationsFirm CRD# 308193

Assets Under Management $1,247,926,037

No. Of Clients4081

Clients Per Financial Advisor194

PINE GROVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4081 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

View Full Profile

BALLAST ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 285991

Assets Under Management $512,459,314

No. Of Clients2466

Clients Per Financial Advisor154

BALLAST ADVISORS, LLC is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $512M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2466 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
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

LEGACY WEALTH

Find an Advisor

QualificationsFirm CRD# 306732

Assets Under Management $413,000,000

No. Of Clients1053

Clients Per Financial Advisor105

LEGACY WEALTH is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1053 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

TRUE VISION FINANCIAL ADVISORS

Find an Advisor

QualificationsFirm CRD# 322783

Assets Under Management $234,430,771

No. Of Clients1121

Clients Per Financial Advisor187

TRUE VISION FINANCIAL ADVISORS is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1121 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

RELEVE FINANCIAL GROUP

Find an Advisor

QualificationsFirm CRD# 285243

Assets Under Management $222,763,182

No. Of Clients1266

Clients Per Financial Advisor158

RELEVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1266 clients. The team consists of 8 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

ENSPYRE WEALTH ADVISORS, INC.

Find an Advisor

QualificationsFirm CRD# 300992

Assets Under Management $180,642,870

No. Of Clients268

Clients Per Financial Advisor89

ENSPYRE WEALTH ADVISORS, INC. is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 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
Education seminars/workshops

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.