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

Last Updated - March 21, 2024

Saint Paul has 5 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 16 years of experience.

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List of Qualified Retirement Planning Advisors in Saint Paul, Minnesota

advisor-photo
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John Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC

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

Minimum Assets Required
$50,000

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, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Joe 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

advisor-photo
vector.svg VERIFIED

Josh Decker
CFP®
EFS Advisors

Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA, MSFS®, CDFA®, ChFC®
Thrivent Financial

Qualifications
CRD# 6365235
Firm CRD# 18387
Series 7, 66

Minimum Assets Required
$50,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PINE GROVE FINANCIAL GROUP
635 Bielenberg Dr. Suite 210,
Woodbury, MN, 55125
$699,796,326353410
A Percentage of AUM, Fixed Fees, Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
2
BALLAST ADVISORS, LLC
683 Bielenberg Drive, Suite 208
Woodbury, MN, 55125
$473,462,064270414
A Percentage of AUM, Fixed Fees, Commission Based
3
LEGACY WEALTH
683 Bielenberg Drive, Suite 101
Woodbury, MN, 55125
$355,701,36898210
A Percentage of AUM, Fixed Fees
4
TRUE VISION FINANCIAL ADVISORS
7616 Currell Boulevard, Suite 220
Woodbury, MN, 55125
$168,396,4649304
A Percentage of AUM
5
RELEVE FINANCIAL GROUP
724 Bielenberg Drive, #2
Woodbury, MN, 55125
$146,982,52610878
A Percentage of AUM, Fixed Fees
6
ENSPYRE WEALTH ADVISORS, INC.
724 Bielenberg Dr., Suite 144
Woodbury, MN, 55125
$137,937,9932992
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Saint Paul, Minnesota

QualificationsFirm CRD# 308193

Assets Under Management $699,796,326

No. Of Clients3534

Clients Per Financial Advisor353

PINE GROVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3534 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
  • Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 285991

Assets Under Management $473,462,064

No. Of Clients2704

Clients Per Financial Advisor193

BALLAST ADVISORS, LLC is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2704 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
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 306732

Assets Under Management $355,701,368

No. Of Clients982

Clients Per Financial Advisor98

LEGACY WEALTH is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $356M assets under management, the firm specializes in crafting personalized retirement planning solutions for 982 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 322783

Assets Under Management $168,396,464

No. Of Clients930

Clients Per Financial Advisor233

TRUE VISION FINANCIAL ADVISORS is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 285243

Assets Under Management $146,982,526

No. Of Clients1087

Clients Per Financial Advisor136

RELEVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1087 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 300992

Assets Under Management $137,937,993

No. Of Clients299

Clients Per Financial Advisor150

ENSPYRE WEALTH ADVISORS, INC. is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

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