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Find Retirement Advisors for Retirement Planning in North Dakota

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in North Dakota, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in North Dakota

Last Updated - May 13, 2024

North Dakota has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in North Dakota have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in North Dakota

advisor-photo
vector.svg VERIFIED

Rod Schauer
ChFC®
Complete Investment Advisory LLC

Qualifications
CRD# 6023553
Firm CRD# 166876
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Top 9 Retirement Planning firms in North Dakota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EIDE BAILLY ADVISORS, LLC
4321 20th Ave S,
Fargo, ND, 58103
$1,325,396,107253729
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)
2
VIKING FUND MANAGEMENT LLC
1 Main St North,
Minot, ND, 58703
$851,352,802115
A Percentage of AUM
3
RPM ADVISORS, LLC
1133-D Harwood Drive S.,
Fargo, ND, 58104
$193,704,748191
A Percentage of AUM, Fixed Fees
4
JOHNSON WEALTH MANAGEMENT, LLC
322 Demers Avenue, Suite 402
Grand Forks, ND, 58201
$169,427,0013991
A Percentage of AUM, Hourly charges, Fixed Fees
5
CLASSIC ASSET MANAGEMENT, LLC
1220 28th Avenue North,
Fargo, ND, 58102
$158,396,000189112
A Percentage of AUM, Hourly charges, Fixed Fees
6
PRAIRIEWOOD WEALTH MANAGEMENT
3981 4th St. E,
West Fargo, ND, 58078
$151,376,5765572
A Percentage of AUM, Hourly charges
7
WEALTH FORWARD, LLC
2632 47th St S., Suite 107
Fargo, ND, 58104
$140,230,1379183
A Percentage of AUM, Hourly charges, Fixed Fees
8
LIGHT FINANCIAL SERVICES, INC.
3575 45th St S, Suite 112
Fargo, ND, 58104
$103,837,31215462
A Percentage of AUM, Fixed Fees
9
FJELL CAPITAL
27 10th Street North,
Fargo, ND, 58102
$005
A Percentage of AUM, Subscription Fees, Other (SETUP / ONBOARDING FEES)

Information on Top Retirement Planning firms in North Dakota

QualificationsFirm CRD# 113564

Assets Under Management $1,325,396,107

No. Of Clients2537

Clients Per Financial Advisor87

EIDE BAILLY ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2537 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SOLICITOR/REFERRAL FEES)

Financial Planning Services

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

QualificationsFirm CRD# 107927

Assets Under Management $851,352,802

No. Of Clients11

Clients Per Financial Advisor2

VIKING FUND MANAGEMENT LLC is a financial advisory firm situated in Minot, North Dakota. With a nearly $851M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 5 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 Investment
View Full Profile

QualificationsFirm CRD# 167729

Assets Under Management $193,704,748

No. Of Clients19

Clients Per Financial Advisor19

RPM ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 1 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
View Full Profile

QualificationsFirm CRD# 123105

Assets Under Management $169,427,001

No. Of Clients399

Clients Per Financial Advisor399

JOHNSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Forks, North Dakota. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 clients. The team consists of 1 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 122030

Assets Under Management $158,396,000

No. Of Clients1891

Clients Per Financial Advisor158

CLASSIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1891 clients. The team consists of 12 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149007

Assets Under Management $151,376,576

No. Of Clients557

Clients Per Financial Advisor279

PRAIRIEWOOD WEALTH MANAGEMENT is a financial advisory firm situated in West Fargo, North Dakota. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 159467

Assets Under Management $140,230,137

No. Of Clients918

Clients Per Financial Advisor306

WEALTH FORWARD, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 918 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 131678

Assets Under Management $103,837,312

No. Of Clients1546

Clients Per Financial Advisor773

LIGHT FINANCIAL SERVICES, INC. is a financial advisory firm situated in Fargo, North Dakota. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1546 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 327541

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

FJELL CAPITAL is a financial advisory firm situated in Fargo, North Dakota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Other (SETUP / ONBOARDING FEES)

Financial Planning Services

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

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