Grand Forks, ND Financial Advisors and Resources



Financial Advisor Firms in Grand Forks, ND


JOHNSON WEALTH MANAGEMENT, LLC

Website

(701) 746-8310

322 Demers Avenue
Suite 402
Grand Forks, ND 58201

SEC#: 801-110295
Years in Business: 4 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(701) 795-7420

401 Demurs Ave
Suite 300
Grand Forks, ND 58201

SEC#: 801-50939
Years in Business: 25 years

AVANTAX PLANNING PARTNERS, INC.

Website

(701) 795-7420

401 Demurs Ave
Suite 300
Grand Forks, ND 58201

SEC#: 801-50939
Years in Business: 25 years

HORACE MANN INVESTORS, INC.

Website

(701) 787-8754

100 N 3Rd St
Suite 270
Grand Forks, ND 58203

SEC#: 801-80964
Years in Business: 6 years

AVANTAX PLANNING PARTNERS, INC.

Website

(701) 795-7420

401 Demurs Ave
Suite 300
Grand Forks, ND 58201

SEC#: 801-50939
Years in Business: 25 years

INFINEX INVESTMENTS, INC.

Website

(701) 795-2684

2300 South Columbia Road

Grand Forks, ND 58201

SEC#: 801-67242
Years in Business: 14 years


How Retirement-Friendly is Grand Forks, ND?

  • Population: 56,500
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $216,700
  • Average Monthly Housing Cost: $888
  • Average Household Income: $70,735
  • 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.)


Grand Forks, ND Financial Advisor FAQs

A typical fee is based on the amount and type of service that an advisor provides; however, some advisors charge a flat annual rate regardless of what work they do in your account. A few types of common fees an advisor may charge are trustee or custodian fees (for holding assets in your account), asset management (annual charges for managing specific elements such as stocks, bonds, derivatives and mutual funds), investment advising (a quoted hourly rate for investment advice) and commissions from investments made on your behalf.
It's important to first consult family and friends on who they'd recommend as a good candidate for this task. Next, call or visit any of those firms' branch offices in your area and ask if they offer free consultations before having them integrate themselves into your finances.
First, be sure you understand what a financial advisor will and won't do for you. Aside from this distinction, there are dozens of other things to consider when choosing an advisor., including the credentials they hold and whether or not they have been checked by the securities industry.
Yes, the best advice you can get is to set up a financial advisor. You should do this even if you are self-employed. Advisors will help you figure out the best way for your income to be protected in case of an accident or worst-case scenario. They know what steps to take so that when something bad does happen, you'll have choices. Plus, advisors will save you hours of research and teach how money works so that someday you can do it yourself --hopefully sooner than later.


Other Nearby Financial Advisors

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