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Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Local is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Local & pick the one as per your needs

How To Find The Best Financial Advisors in Local,
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Local,

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

Address

50 South Sixth Street,
#1405,
Minneapolis, MN 55402 See Details

Josh Decker

EFS Advisors

612-940-3587

Address

1995 E Rum River Drive S.,
Burnsville, MN 55306 See Details

Vector Wealth Management

612-378-7560

Address

43 Main Street SE,
Suite 236,
Minneapolis, MN 55414 See Details

John Severy Hoven

Oracle Financial Planners LLC

651-442-0465

Address

1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104 See Details

Top Financial Advisor Firms in Local, (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BOULAY FINANCIAL ADVISORS, LLC 11095 Viking Drive, Suite 500 Eden Prairie, MN, 55344	111334	$1,868,751,352	3853	A Percentage of AUM, Hourly charges, Fixed Fees
STRATEGIC WEALTH GROUP 7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347	284430	$777,268,953	4166	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES)
MURPHY POHLAD ASSET MANAGEMENT LLC 6385 Old Shady Oak Road, Suite 200 Eden Prairie, MN, 55344	109973	$521,182,396	300	A Percentage of AUM, Fixed Fees
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES 14850 Scenic Heights Road, Suite #100 Eden Prairie, MN, 55344	311385	$363,140,854	1887	A Percentage of AUM, Fixed Fees
USADVISORS WEALTH MANAGEMENT, LLC 15750 Venture Lane, Eden Prairie, MN, 55344	158108	$360,890,583	2132	A Percentage of AUM, Hourly charges, Fixed Fees
ABBEY STREET 775 Prairie Center Drive, Suite 400 Eden Prairie, MN, 55344	305107	$192,566,654	527	A Percentage of AUM, Hourly charges, Fixed Fees
BROWN WEALTH MANAGEMENT, LLC 12100 Single Tree Lane, #175, Eden Prairie, MN, 55344	121072	$159,296,000	559	A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
CHRISTENSEN GROUP FINANCIAL, LLC 9855 West 78th Street, Suite 100 Eden Prairie, MN, 55344	318144	$4,720,424	16	A Percentage of AUM, Fixed Fees

Select other cities around Local, to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Local,

How To Find The Best Financial Advisors in Local, Last Updated - 13-Jun-2023

List of Qualified Financial Advisors in Local,

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

Address

Josh Decker

EFS Advisors

Address

Vector Wealth Management

Address

John Severy Hoven

Oracle Financial Planners LLC

Address

Top Financial Advisor Firms in Local, (Ranked by AUM)

Select other cities around Local, to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Local,
Last Updated - 13-Jun-2023

Find an Advisor
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