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

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PINE RIVER CAPITAL MANAGEMENT L.P. 601 Carlson Parkway, 7th Floor Minnetonka, MN, 55305	133720	$3,612,524,123	20	A Percentage of AUM, Performance Based, Other (PASS THROUGH REIMBURSEMENT)
ADVISORNET WEALTH PARTNERS 110 Cheshire Lane, Suite 200 Minnetonka, MN, 55305	113074	$2,563,915,015	10189	A Percentage of AUM, Hourly charges, Fixed Fees
MARKS GROUP WEALTH MANAGEMENT, INC. 4350 Baker Road, Suite 245 Minnetonka, MN, 55343	148679	$1,463,855,812	3646	A Percentage of AUM, Fixed Fees
DGV SOLUTIONS LP 601 Carlson Parkway, Suite 875 Minnetonka, MN, 55305	174379	$870,600,072	4	A Percentage of AUM
TWELE CAPITAL MANAGEMENT, INC. 5601 Smetana Drive, Suite 707 Minnetonka, MN, 55343-9196	130239	$624,711,832	163	A Percentage of AUM, Hourly charges
MERCED CAPITAL, L.P. 701 Carlson Parkway, Suite 220 Minnetonka, MN, 55305	137228	$610,305,200	9	A Percentage of AUM, Performance Based
BLUESTEM WEALTH PARTNERS, LLC 13100 Wayzata Blvd., Suite #140 Minnetonka, MN, 55305	324489	$592,874,310	5657	A Percentage of AUM, Fixed Fees
THE ADVOCATE GROUP, LLC 601 Carlson Parkway, Suite 1100 Minnetonka, MN, 55305	155270	$591,053,993	901	A Percentage of AUM, Fixed Fees
SPEECE THORSON CAPITAL GROUP INC 601 Carlson Parkway, Suite 850 Minnetonka, MN, 55305-5231	106052	$502,000,000	28	A Percentage of AUM
CHERRY TREE WEALTH MANAGEMENT, LLC 301 Carlson Parkway, Suite 103 Minnetonka, MN, 55305	151406	$484,875,402	953	A Percentage of AUM, Hourly charges
FELTL ADVISORS 10900 Wayzata Boulevard, Suite 200 Minnetonka, MN, 55305	165244	$100,365,678	342	A Percentage of AUM, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT)

Select other cities around Minnetonka, 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 Minnetonka, Minnesota

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

List of Qualified Financial Advisors in Minnetonka, 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 Minnetonka, Minnesota (Ranked by AUM)

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

Frequently Asked Questions

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

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