Fargo, ND Financial Advisors and Resources



Financial Advisor Firms in Fargo, ND


RPM ADVISORS, LLC

Website

(701) 205-1594

1133-D Harwood Drive S.

Fargo, ND 58104

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

WEALTH FORWARD, LLC

Website

(701) 293-5789

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

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

CLASSIC ASSET MANAGEMENT, LLC

Website

(701) 234-0103

1220 28th Avenue North

Fargo, ND 58102

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

PRAIRIEWOOD WEALTH MANAGEMENT

Website

(701) 234-0521

4627 44th Avenue S, Suite 106

Fargo, ND 58104

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

EIDE BAILLY ADVISORS, LLC

Website

(701) 476-8759

4310 17th Ave. S

Fargo, ND 58103

SEC#: 801-64548
Years in Business: 16 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(701) 271-1590

100 South 4th Street
Suite 110
Fargo, ND 58103

SEC#: 801-68114
Years in Business: 14 years

MMA SECURITIES LLC

Website

(701) 478-6730

721 1st Ave. N

Fargo, ND 58102

SEC#: 801-100377
Years in Business: 6 years

BANCWEST INVESTMENT SERVICES, INC.

Website

(701) 293-2200

520 Main Avenue

Fargo, ND 58124

SEC#: 801-71300
Years in Business: 11 years

GARDNER ADVISORS INC.

Website

(701) 356-2205

3060 25th Street South
Unit K
Fargo, ND 58103

SEC#: 801-120259
Years in Business: 0 years


How Retirement-Friendly is Fargo, ND?

  • Population: 121,889
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $218,200
  • Average Monthly Housing Cost: $884
  • Average Household Income: $78,237
  • 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.)


Fargo, ND Financial Advisor FAQs

The cost of a financial advisor varies widely depending on the complexity and needs of the client.
A few important questions to ask your financial advisor before you trust them with your money are: Is the advisor working for me, or do they act as middlemen, taking their own cut? You don't want an advisor who is looking out for themselves over you.
You absolutely do, and you should ideally get one before retirement. Advisors are the only professionals in this field who fill an enormous need in people with significant wealth. It's way too easy to read some investment articles on the internet, buy some investments that your friend also bought, and think you're being smart about your money while actually doing something dumb! The best allocations of investments will vary depending on someone's current income needs, future income expectations (including both social security benefits and expected salary), age trajectory of different assets, tax considerations for withdrawing from different accounts etc. All these questions are enough to confuse anyone for life for sure so if you can afford it really DO GET AN ADVISOR NOW AS IT WILL BE PRESUME
The best way to find a financial advisor is through referrals. Speak with friends or family members about who they use and their experience.