Find a Financial Planner in Fargo, ND

 

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

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We Only Work With The Best Fargo 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Fargo, ND


  • Financial Advisor Close to Fargo, 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 Fargo Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Fargo 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Fargo typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.1% of Fargo'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 Fargo area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Fargo area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Fargo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Fargo area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Fargo area, it typically 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 Fargo 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 Fargo, ND


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 Fargo, ND

We evaluated over 13,000 RIA firms to bring you the best of the best Fargo financial advisors.
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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.)


The Top 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: 15 years