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Find The Best Financial Advisors in Excelsior, 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 Excelsior is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Excelsior & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Excelsior, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 4 non-vetted financial advisors in Excelsior, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Excelsior, Minnesota have an average of 23 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 Excelsior , Minnesota

Fiat Wealth Management

651-299-1970

Address

1905 Wayzata BLVD,
Wayzata, MN 55391 See Details

Chad Lea

Strategic Wealth Group

952-818-2430

Address

7820 Terrey Pine Court Suite 200,
Eden Prairie, MN 55347 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Affiance Financial

952-544-9818

Address

600 Highway 169 S., Suite 1750,
St. Louis Park, MN 55426 See Details

Vector Wealth Management

612-378-7560

Address

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

Bernicke Wealth Management

715-832-1173

Address

1625 Radio Drive, Suite 110,
Woodbury, MN 55125 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
LOCORR FUND MANAGEMENT, LLC 687 Excelsior Blvd, Excelsior, MN, 55331	156247	$2,961,272,387	1	A percentage of AUM
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP 21960 Minnetonka Blvd, Suite 210, Excelsior, MN, 55331	289890	$1,440,136,836	2	A percentage of AUM, Performance Based
MODUS ADVISORS, LLC 23505 Smithtown Road, Suite 290 Excelsior, MN, 55331	291204	$432,365,232	1339	A percentage of AUM, Hourly charges, Fixed fees
STEBEN & COMPANY, LLC 687 Excelsior Blvd., Excelsior, MN, 55331	117808	$119,376,040	1	A percentage of AUM

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Find The Best Financial Advisors in Excelsior, Minnesota

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

List of Qualified Financial Advisors in Excelsior , Minnesota

Fiat Wealth Management

Address

Chad Lea

Strategic Wealth Group

Address

Edelman Financial Engines, LLC

Address

Affiance Financial

Address

Vector Wealth Management

Address

Bernicke Wealth Management

Address

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

Select other cities around Excelsior, Minnesota 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 Excelsior , Minnesota
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy