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Find Retirement Advisors for Retirement Planning in North Dakota, Fargo

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.

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Top 6 Retirement Planning firms in Fargo, North Dakota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3175 Sienna Dr S, Ste 100 Fargo, ND, 58104	$216,828,298	742	3	A percentage of AUM, Hourly charges, Fixed fees
2	2632 47th St S., Suite 107 Fargo, ND, 58104	$197,216,763	965	2	A percentage of AUM, Hourly charges, Fixed fees
3	1220 28th Avenue North, Fargo, ND, 58102	$169,820,000	1344	10	A percentage of AUM, Hourly charges, Fixed fees
4	1133-D Harwood Drive S., Fargo, ND, 58104	$149,372,139	17	1	A percentage of AUM, Fixed fees
5	27 10th Street North, Fargo, ND, 58102	$145,943,100	523	5	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SETUP / ONBOARDING FEES)
6	3575 45th St S, Suite 112 Fargo, ND, 58104	$125,790,175	1599	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Fargo, North Dakota

PRAIRIEWOOD WEALTH MANAGEMENT

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QualificationsFirm CRD# 149007

Assets Under Management $216,828,298

No. Of Clients742

Clients Per Financial Advisor247

PRAIRIEWOOD WEALTH MANAGEMENT is a financial advisory firm situated in Fargo, North Dakota. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 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 services
Portfolio management for individuals and/or small businesses

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WEALTH FORWARD, LLC

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QualificationsFirm CRD# 159467

Assets Under Management $197,216,763

No. Of Clients965

Clients Per Financial Advisor483

WEALTH FORWARD, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 965 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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FINANCIAL STRATEGIES GROUP

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QualificationsFirm CRD# 122030

Assets Under Management $169,820,000

No. Of Clients1344

Clients Per Financial Advisor134

FINANCIAL STRATEGIES GROUP is a financial advisory firm situated in Fargo, North Dakota. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1344 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (RETIREMENT PLAN ADVISORY SERVICES)

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RPM ADVISORS, LLC

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QualificationsFirm CRD# 167729

Assets Under Management $149,372,139

No. Of Clients17

Clients Per Financial Advisor17

RPM ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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FJELL CAPITAL

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QualificationsFirm CRD# 327541

Assets Under Management $145,943,100

No. Of Clients523

Clients Per Financial Advisor105

FJELL CAPITAL is a financial advisory firm situated in Fargo, North Dakota. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 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
Hourly charges
Subscription fees
Fixed fees
Other (SETUP / ONBOARDING FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

LIGHT FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 131678

Assets Under Management $125,790,175

No. Of Clients1599

Clients Per Financial Advisor800

LIGHT FINANCIAL SERVICES, INC. is a financial advisory firm situated in Fargo, North Dakota. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1599 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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?

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