Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > south 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 South 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 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 South 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 South Dakota

Last Updated - June 26, 2026

South Dakota has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in South Dakota have an average of 30 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in South Dakota

VERIFIED

Wealth Plus Of The Dakotas

Qualifications
Firm CRD# 287536
Series 65

Minimum Assets Required
$25,000

Address

405 8th Ave Ste 311,
Aberdeen, SD 57401 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 12 Retirement Planning firms in South Dakota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106	$995,000,000	2385	7	A percentage of AUM
2	1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108	$921,859,137	2	6	Fixed fees
3	231 S. Phillips Ave., Suite 201 Sioux Falls, SD, 57104	$786,613,953	802	8	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
4	25 1st Ave. Nw, Watertown, SD, 57201	$631,940,945	467	7	A percentage of AUM
5	122 S. Phillips Avenue, Suite 260, Sioux Falls, SD, 57104	$581,485,645	504	8	A percentage of AUM, Hourly charges
6	1720 S. Spring Avenue, Sioux Falls, SD, 57105	$306,200,760	98	3	A percentage of AUM, Hourly charges
7	1401 4th St Ne, Watertown, SD, 57201	$200,749,508	2036	6	A percentage of AUM, Hourly charges
8	1010 9th Street, Suite 1 Rapid City, SD, 57701	$158,326,000	530	5	A percentage of AUM, Hourly charges, Fixed fees, Other (BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT)
9	5201 South Western Avenue, Suite 103 Sioux Falls, SD, 57108	$152,296,593	439	4	A percentage of AUM, Hourly charges, Fixed fees
10	1000 E. 41st St., Sioux Falls, SD, 57105	$133,906,986	2231	16	A percentage of AUM
11	401 E. 8th Street, Suite 213a Sioux Falls, SD, 57103	$129,410,248	291	6	A percentage of AUM
12	401 E. 8th Street, Suite 213a Sioux Falls, SD, 57103	$5,666,164	1	2	A percentage of AUM

Information on Top Retirement Planning firms in South Dakota

COMPASS FINANCIAL GROUP, INC

Find an Advisor

QualificationsFirm CRD# 157109

Assets Under Management $995,000,000

No. Of Clients2385

Clients Per Financial Advisor341

COMPASS FINANCIAL GROUP, INC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2385 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

View Full Profile

STANDARD FAMILY OFFICE, LLC

Find an Advisor

QualificationsFirm CRD# 301865

Assets Under Management $921,859,137

No. Of Clients2

Clients Per Financial Advisor0

STANDARD FAMILY OFFICE, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $922M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

ELGETHUN CAPITAL MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 127616

Assets Under Management $786,613,953

No. Of Clients802

Clients Per Financial Advisor100

ELGETHUN CAPITAL MANAGEMENT is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 802 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

HI-LINE CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 149522

Assets Under Management $631,940,945

No. Of Clients467

Clients Per Financial Advisor67

HI-LINE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Watertown, South Dakota. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INSTITUTIONAL CHIEF INVESTMENT OFFICER CONSULTING)

View Full Profile

SAGE CAPITAL ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 136577

Assets Under Management $581,485,645

No. Of Clients504

Clients Per Financial Advisor63

SAGE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $581M assets under management, the firm specializes in crafting personalized retirement planning solutions for 504 clients. The team consists of 8 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

LAUER CAPITAL MANAGEMENT LTD

Find an Advisor

QualificationsFirm CRD# 109660

Assets Under Management $306,200,760

No. Of Clients98

Clients Per Financial Advisor33

LAUER CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

BIG SIOUX WEALTH MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 299593

Assets Under Management $200,749,508

No. Of Clients2036

Clients Per Financial Advisor339

BIG SIOUX WEALTH MANAGEMENT is a financial advisory firm situated in Watertown, South Dakota. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2036 clients. The team consists of 6 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

View Full Profile

KAHLER FINANCIAL GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 124042

Assets Under Management $158,326,000

No. Of Clients530

Clients Per Financial Advisor106

KAHLER FINANCIAL GROUP, INC. is a financial advisory firm situated in Rapid City, South Dakota. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 530 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
Fixed fees
Other (BLENDED FEES BASED ON % OF AUM
NW AND SCOPE OF ENGAGEMENT)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTATION,FINANCIAL COACHING (INDIVIDUAL & GROUP), COLUMNIST & AUTHOR, EDUCATIONAL WORKSHOPS AND SEMINARS)

View Full Profile

ASPEN PRIVATE ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 297639

Assets Under Management $152,296,593

No. Of Clients439

Clients Per Financial Advisor110

ASPEN PRIVATE ADVISORS, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 4 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

HAHN FINANCIAL GROUP

Find an Advisor

QualificationsFirm CRD# 169787

Assets Under Management $133,906,986

No. Of Clients2231

Clients Per Financial Advisor139

HAHN FINANCIAL GROUP is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 16 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 individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

View Full Profile

PARVIN ASSET MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 315701

Assets Under Management $129,410,248

No. Of Clients291

Clients Per Financial Advisor49

PARVIN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 clients. The team consists of 6 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 individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (BANK TRUST DEPT. PORTFOLIO CONSULTING, NON-DISCRETIONARY)

View Full Profile

PARVIN FUND MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 311304

Assets Under Management $5,666,164

No. Of Clients1

Clients Per Financial Advisor1

PARVIN FUND MANAGEMENT is a financial advisory firm situated in Sioux Falls, South Dakota. With a nearly $6M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

Portfolio management for investment companies

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.