Find a Financial Planner in Grand Forks, ND

 

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

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We Only Work With The Best Grand Forks 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 Grand Forks, ND


  • Financial Advisor Close to Grand Forks, 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 Grand Forks Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Grand Forks 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Grand Forks can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.0% of Grand Forks's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Grand Forks area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Grand Forks area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Grand Forks area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Grand Forks 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 is a service offered by many financial advisors, planners, and other professionals in the Grand Forks area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Grand Forks area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Grand Forks, 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 Grand Forks, ND

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


The Top 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