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Find The Best Financial Advisors in Hopkins, Minnesota

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 Hopkins is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Hopkins & pick the one as per your needs

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

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

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

Address

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

Josh Decker

EFS Advisors

612-940-3587

Address

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

Top Financial Advisor Firms in Hopkins, Minnesota (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ACCREDITED INVESTORS WEALTH MANAGEMENT 5200 West 73rd Street, Edina, MN, 55439-2204	105439	$2,956,361,600	4410	A Percentage of AUM, Fixed Fees
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 7701 France Avenue South, #300 Edina, MN, 55435	117962	$1,773,093,800	2108	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
SILVEROAK WEALTH MANAGEMENT LLC 3600 Minnesota Drive, Suite 860 Edina, MN, 55435	110532	$1,354,804,251	1684	A Percentage of AUM, Hourly charges, Fixed Fees
FIRST LIGHT ASSET MANAGEMENT, LLC 3300 Edinborough Way, Suite 201 Edina, MN, 55435	168899	$1,264,020,395	1177	A Percentage of AUM, Performance Based
O'BRIEN-STALEY PARTNERS 5050 France Avenue South, Edina, MN, 55410	169245	$1,144,132,000	7	A Percentage of AUM, Performance Based
CAHILL FINANCIAL ADVISORS, INC. 7261 Ohms Lane, Edina, MN, 55439	109890	$1,100,518,836	3978	A Percentage of AUM, Hourly charges, Fixed Fees
TRADITION WEALTH MANAGEMENT LLC 7601 France Avenue South, Suite 100 Edina, MN, 55435	128314	$1,092,428,268	4058	A Percentage of AUM, Hourly charges, Fixed Fees
BIRCHWOOD FINANCIAL PARTNERS, INC. 3300 Edinborough Way, Suite 610 Edina, MN, 55435	169962	$518,702,512	1524	A Percentage of AUM, Hourly charges, Fixed Fees
RUNNING OAK CAPITAL LLC 4519 W 56th St, Edina, MN, 55424	286656	$403,900,000	856	A Percentage of AUM, Other (BASE PAY PLUS DISCRETIONARY BONUS)
CORNERSTONE WEALTH ADVISORS, INC. 5201 Eden Avenue South, Suite 135 Edina, MN, 55436	124947	$384,379,363	1397	A Percentage of AUM, Hourly charges, Fixed Fees
LAUREL WEALTH PLANNING 3300 Edinborough Way, Suite 790 Edina, MN, 55435	122035	$331,763,050	840	A Percentage of AUM, Hourly charges
STILES FINANCIAL SERVICES, INC. 7505 Metro Blvd, Suite 510 Edina, MN, 55439	117023	$311,597,568	218	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
ACUMEN FINANCIAL ADVISORS, LLC 3601 West 76th Street, Suite 475 Edina, MN, 55435	152748	$306,075,007	539	A Percentage of AUM, Hourly charges, Fixed Fees
FLOURISH WEALTH MANAGEMENT INC. 3300 Edinborough Way, Suite 420 Edina, MN, 55435	170591	$258,855,998	796	A Percentage of AUM, Hourly charges, Fixed Fees
CONTEGO CAPITAL GROUP, INC. 7400 Metro Blvd, #450 Edina, MN, 55439	128518	$133,242,000	88	A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)

Select other cities around Hopkins, Minnesota 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 Hopkins, Minnesota

How To Find The Best Financial Advisors in Hopkins, MinnesotaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Hopkins, Minnesota

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

Address

Vector Wealth Management

Address

John Severy Hoven

Oracle Financial Planners LLC

Address

Josh Decker

EFS Advisors

Address

Top Financial Advisor Firms in Hopkins, Minnesota (Ranked by AUM)

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

Frequently Asked Questions

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

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