Find a Financial Advisor in Dakota County, MN

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Dakota County, MN.

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We Only Work With The Best Dakota 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 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 Dakota County, MN


  • Financial Advisor Close to Dakota County, 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 Dakota County, 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 Dakota County, MN

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

  • Population: 421,453
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $270,000
  • Average Monthly Housing Cost: $1,335
  • Average Household Income: $106,727
  • 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 Dakota County, MN

 

VERMILLION WEALTH MANAGEMENT INC.

Website

(651) 480-4601

15040 Canada Ave. W

Rosemount, MN 55068

SEC#: 801-107450
Years in Business: 5 years

GUARDIAN WEALTH STRATEGIES, LLC

Website

(612) 504-8400

12940 Harriet Ave S
#102
Burnsville, MN 55337

SEC#: 801-107034
Years in Business: 6 years

 


Dakota County, MN Financial Advisor FAQs

Financial advisors are paid in two different ways. They may either charge an hourly fee or receive commissions on the products they sell.
The job role of a financial advisor is to offer a personalized service through which you can make wise decisions with your money, and help mitigate the risks of both avoidance and overconfidence.
Yes. Financial advisors are regulated professionals whose primary responsibility is to provide financial advice. They offer unbiased support of various types of investments, including stocks, bonds, mutual funds, retirement plans and more.
Ask your potential advisor for references- other customers who are happy with the quality of service. You might also consider asking for information on fees they charge or if they will require you to sign any contracts that lock into certain types of investments for a specific time period.