Find a Financial Planner in Cass County, ND


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We did the hard work of finding trustworthy partners in Cass County, ND.

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We Only Work With The Best Cass County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Cass County, ND

  • Financial Advisor Close to Cass County, ND

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Cass County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Cass County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Cass County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
14.8% of Cass County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Cass County area can create a custom plan and walk with you each step of the way.
In the Cass County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Cass County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Cass County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. North Dakota has unique laws defining which actions trigger a taxable event and has the 13th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Cass County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Cass County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


The Value of Working With the Best Financial Planners in Cass County, ND

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cass County, ND

We evaluated over 13,000 RIA firms to bring you the best of the best Cass County financial advisors.
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How Retirement-Friendly is Cass County, ND?

  • Population: 176,975
  • % of Population 62 Years and Over: 14.8%
  • Average Home Value: $233,400
  • Average Monthly Housing Cost: $939
  • Average Household Income: $87,889
  • North Dakota Total Tax Burden: 7.81% (13th Lowest in U.S.)
  • North Dakota Property Tax: 2.97% (20th Highest in U.S.)
  • North Dakota Individual Income Tax: 0.87% (10th Lowest in U.S.)
  • North Dakota Sales and Excise Tax: 3.97% (13th Highest in U.S.)

The Top Financial Advisor Firms in Cass County, ND



(701) 205-1594

1133-D Harwood Drive S.

Fargo, ND 58104

SEC#: 801-110439
Years in Business: 4 years



(701) 293-5789

2632 47th st S.
Suite 107
Fargo, ND 58104

SEC#: 801-77905
Years in Business: 8 years



(701) 234-0103

1220 28th Avenue North

Fargo, ND 58102

SEC#: 801-67302
Years in Business: 14 years



(701) 234-0521

4627 44th Avenue S, Suite 106

Fargo, ND 58104

SEC#: 801-118221
Years in Business: 1 years



(701) 476-8759

4310 17th Ave. S

Fargo, ND 58103

SEC#: 801-64548
Years in Business: 15 years