Find a Financial Advisor in Coon Rapids, MN

 

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We did the hard work of finding trustworthy partners in Coon Rapids, MN.

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We Only Work With The Best Coon Rapids Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Coon Rapids, MN


  • Financial Advisor Close to Coon Rapids, MN

  • 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

The Value of Working With the Best Financial Planners in Coon Rapids, MN


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Coon Rapids, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Coon Rapids financial advisors.
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How Retirement-Friendly is Coon Rapids, MN?

  • Population: 62,517
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $204,400
  • Average Monthly Housing Cost: $1,172
  • Average Household Income: $82,571
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)



The Top Financial Advisor Firms in Coon Rapids, MN

 

FFP WEALTH MANAGEMENT, LLC

Website

(763) 231-2760

11375 Robinson Drive, Suite 200

Coon Rapids, MN 55433

SEC#: 801-114728
Years in Business: 2 years

ALL TERRAIN FINANCIAL ADVISORS

Website

(612) 216-3501

551 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-109958
Years in Business: 4 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(763) 421-5396

3891 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-108208
Years in Business: 5 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(763) 421-5396

3891 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-108208
Years in Business: 5 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(763) 421-5396

3891 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-108208
Years in Business: 5 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(763) 421-5396

3891 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-108208
Years in Business: 5 years

SUMMIT WEALTH ADVOCATES, LLC

Website

(612) 720-6146

2069 123Rd Lane Nw

Coon Rapids, MN 55448

SEC#: 801-112153
Years in Business: 3 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(763) 421-5396

3891 Coon Rapids Boulevard

Coon Rapids, MN 55433

SEC#: 801-108208
Years in Business: 5 years

EDUCATOR'S FINANCIAL SERVICES, INC.

Website

(763) 789-4010

11599 Robinson Drive Nw

Coon Rapids, MN 55433

SEC#: 801-62857
Years in Business: 17 years

 


Coon Rapids, MN Financial Advisor FAQs

It depends on your finances. Anyone who has a lot of cash sitting in the bank or mutual funds, tends to do well with an advisor. A good financial advisor can help you tuck away more money for retirement or other future goals, without running the risk of not providing for your current needs.
The cost of a financial advisor can vary depending on what you get done and how often. For example, if you work with a financial advisor to develop an asset allocation plan and then use it for five years, the total amount could range from $3,000 to $6,000.
Financial advisors are private professionals who provide financial advice. Financial advisors can be employed in a variety of ways, either working in-house for a bank, running their own independent company or being affiliated with an investment firm.
It depends. If the advisor is in brokerage, they are typically compensated using the commission method. This means that your financial advisor will get a percentage of your trade - alongside charge rates, this can make for an expensive service.