Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > north dakota

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 North Dakota

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.

I want to start planning.
HELP ME FIND MY PLANNER

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	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	1 Main St North, Minot, ND, 58703	$851,352,802	11	5	A Percentage of AUM
3	1133-D Harwood Drive S., Fargo, ND, 58104	$193,704,748	19	1	A Percentage of AUM, Fixed Fees
4	322 Demers Avenue, Suite 402 Grand Forks, ND, 58201	$169,427,001	399	1	A Percentage of AUM, Hourly charges, Fixed Fees
5	1220 28th Avenue North, Fargo, ND, 58102	$158,396,000	1891	12	A Percentage of AUM, Hourly charges, Fixed Fees
6	3981 4th St. E, West Fargo, ND, 58078	$151,376,576	557	2	A Percentage of AUM, Hourly charges
7	2632 47th St S., Suite 107 Fargo, ND, 58104	$140,230,137	918	3	A Percentage of AUM, Hourly charges, Fixed Fees
8	3575 45th St S, Suite 112 Fargo, ND, 58104	$103,837,312	1546	2	A Percentage of AUM, Fixed Fees
9	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

EIDE BAILLY ADVISORS, LLC

Find an Advisor

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

VIKING FUND MANAGEMENT LLC

Find an Advisor

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

RPM ADVISORS, LLC

Find an Advisor

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

JOHNSON WEALTH MANAGEMENT, LLC

Find an Advisor

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

CLASSIC ASSET MANAGEMENT, LLC

Find an Advisor

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

PRAIRIEWOOD WEALTH MANAGEMENT

Find an Advisor

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

WEALTH FORWARD, LLC

Find an Advisor

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

LIGHT FINANCIAL SERVICES, INC.

Find an Advisor

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

FJELL CAPITAL

Find an Advisor

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

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.