National Retirement Planning Experts

National Coverage
Local Professionals

Find Best Financial Advisors in Plymouth, Minnesota

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

How To Find Best Financial Advisors & Planners in Plymouth?

Looking for a qualified financial advisor in Plymouth? We can help you by narrowing down your options & listing the best financial advisors in Plymouth as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Plymouth near you with the list of certified and vetted Plymouth financial advisors.

List of Qualified Financial Advisors in Plymouth, Minnesota

dummy-image

Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

advisor-photo

Pradeep Sukhani

LPL Financial

Two Carlson Pkwy N, Suite 165

Plymouth, MN 55447

763-257-9796

advisor-photo

Amanda Cooney

Evergreen Financial Group

3161 Fernbrook Lane

Plymouth, MN 55447

612-339-5352

advisor-photo

Anthony Price

Total Wealth Advisors LLC

809 mainstreet

Hopkins, MN 55343

612-817-3727

advisor-photo

Jon Hemmesch

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311

763-265-3979

advisor-photo

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

dummy-image

Vector Wealth Management

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

advisor-photo

John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

advisor-photo

Peter Fleming

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125

952-283-7453

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
505 North Hwy 169, Suite 900 Plymouth, MN 55441
116407 $52,608,705,200 104749 A percentage of AUM
Hourly charges
Fixed fees
Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
WALLEYE CAPITAL LLC
2800 Niagara Lane North, Plymouth, MN 55447
161413 $7,582,198,039 5 A percentage of AUM
Performance Based
Other (PASS-THROUGH EXPENSES)
NORTHCREST ASSET MANAGEMENT
505 N. Hwy 169, Suite 900 Plymouth, MN 55441
300366 $2,167,114,906 1667 A percentage of AUM
BERGER FINANCIAL GROUP
1695 State Hwy 169, Plymouth, MN 55441
308174 $1,451,635,962 5605 A percentage of AUM
Hourly charges
Fixed fees
WAYZATA INVESTMENT PARTNERS LLC
One Carlson Parkway North, Suite 220 Plymouth, MN 55447
132046 $697,356,061 4 A percentage of AUM
Performance Based
GEN FINANCIAL MANAGEMENT INC.
10810 Old County Road 15, Suite 200 Plymouth, MN 55441
110179 $457,333,000 447 A percentage of AUM
Fixed fees
VPWM ADVISORS, LLC
505 North Highway 169, Suite 260 Plymouth, MN 55441
167886 $324,952,893 1914 A percentage of AUM
Hourly charges
Fixed fees
KURE ADVISORY, LLC
15600 36th Avenue North, Suite 200 Plymouth, MN 55446
311320 $275,367,057 1700 A percentage of AUM
Fixed fees
WORK OPTIONAL, INC.
3360 B Annapolis Lane North, Plymouth, MN 55447
143430 $184,566,537 1074 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
ECHO WEALTH MANAGEMENT, LLC
3033 Campus Drive, Suite N145 Plymouth, MN 55441-2651
174136 $161,995,413 382 A percentage of AUM
Hourly charges
Fixed fees
PHILLIP JAMES FINANCIAL CO.
3675 Plymouth Boulevard, Suite 110 Plymouth, MN 55446
168228 $151,053,028 618 A percentage of AUM
Fixed fees
ROSSJOHNSON & ASSOCIATES, LLC
3380 Annapolis Lane, N B-100 Plymouth, MN 55447
297583 $133,989,797 398 A percentage of AUM

Additional Financial Advisors in Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Mickelson
Inquire with Brian
10810 Old County Road 15, Plymouth, MN 55441 763-703-5580
Benjamin Johnshoy
Inquire with Benjamin
18200 45th Ave N, Ste B Plymouth, MN 55446 763-432-4617
Ashlie Kaess
Inquire with Ashlie
3169 Fernbrook Ln N, Plymouth, MN 55447 612-216-4111
True Colors Financial
Inquire with True
10810 Old County Road 15, Plymouth, MN 55441 763-703-5575
Constellation Wealth Group
Inquire with Constellation
18200 45th Ave N, Ste B Plymouth, MN 55446 763-432-4608
John Wolkerstorfer
Inquire with John
18200 45th Ave N, Ste B Plymouth, MN 55446 763-432-4607
Christine A Ebert
Inquire with Christine
3515 Plymouth Blvd, Ste 204 Plymouth, MN 55447 763-543-5146
Craig Bingen
Inquire with Craig
3515 Plymouth Blvd, Ste 204 Plymouth, MN 55447 763-543-5140
Wendy L Gillespie
Inquire with Wendy
3515 Plymouth Blvd, Ste 204 Plymouth, MN 55447 763-543-5183
Isaac Wales
Inquire with Isaac
18200 45th Ave N, Ste B Plymouth, MN 55446 763-432-4604

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors