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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.

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 - December 1, 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

VERIFIED

Rod Schauer
ChFC^®
Complete Investment Advisory LLC

Qualifications
CRD# 6023553
Firm CRD# 166876
Series 65

Minimum Assets Required
$50,000

Address

3211 Fiechtner Dr,
Suite 6,
Fargo, ND 58103 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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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

EIDE BAILLY ADVISORS, LLC

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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

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VIKING FUND MANAGEMENT LLC

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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

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RPM ADVISORS, LLC

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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

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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

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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

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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

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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.

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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

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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

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Fargo, North Dakota

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?

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