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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 - April 20, 2024North 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
VERIFIEDRod 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in North Dakota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EIDE BAILLY ADVISORS, LLC 4321 20th Ave S, Fargo, ND, 58103 | $1,325,396,107 | 2537 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES) |
| 2 | VIKING FUND MANAGEMENT LLC 1 Main St North, Minot, ND, 58703 | $851,352,802 | 11 | 5 | A Percentage of AUM |
| 3 | RPM ADVISORS, LLC 1133-D Harwood Drive S., Fargo, ND, 58104 | $193,704,748 | 19 | 1 | A Percentage of AUM, Fixed Fees |
| 4 | JOHNSON WEALTH MANAGEMENT, LLC 322 Demers Avenue, Suite 402 Grand Forks, ND, 58201 | $169,427,001 | 399 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CLASSIC ASSET MANAGEMENT, LLC 1220 28th Avenue North, Fargo, ND, 58102 | $158,396,000 | 1891 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | PRAIRIEWOOD WEALTH MANAGEMENT 3981 4th St. E, West Fargo, ND, 58078 | $151,376,576 | 557 | 2 | A Percentage of AUM, Hourly charges |
| 7 | WEALTH FORWARD, LLC 2632 47th St S., Suite 107 Fargo, ND, 58104 | $140,230,137 | 918 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | LIGHT FINANCIAL SERVICES, INC. 3575 45th St S, Suite 112 Fargo, ND, 58104 | $103,837,312 | 1546 | 2 | A Percentage of AUM, Fixed Fees |
| 9 | FJELL CAPITAL 27 10th Street North, Fargo, ND, 58102 | $0 | 0 | 5 | 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
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
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
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
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
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
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
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
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
Retirement Planners Near You
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