Hopkins, MN Financial Advisors and Resources



Financial Advisor Firms in Hopkins, MN


CARVAL INVESTORS, LP

Website

(952) 444-4780

9320 Excelsior Boulevard
7th Floor
Hopkins, MN 55343

SEC#: 801-71932
Years in Business: 10 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(952) 474-6933

6-10th Avenue North

Hopkins, MN 55343

SEC#: 801-57198
Years in Business: 21 years

TRUADVICE LLC

Website

(763) 486-5441

175 Jackson Ave N Suite 285

Hopkins, MN 55343

SEC#: 801-112589
Years in Business: 3 years

TRUADVICE LLC

Website

(763) 486-5441

175 Jackson Ave N Suite 285

Hopkins, MN 55343

SEC#: 801-112589
Years in Business: 3 years

TRUADVICE LLC

Website

(763) 486-5441

175 Jackson Ave N Suite 285

Hopkins, MN 55343

SEC#: 801-112589
Years in Business: 3 years

TRUADVICE LLC

Website

(763) 486-5441

175 Jackson Ave N Suite 285

Hopkins, MN 55343

SEC#: 801-112589
Years in Business: 3 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(952) 474-6933

6-10th Avenue North

Hopkins, MN 55343

SEC#: 801-57198
Years in Business: 21 years


How Retirement-Friendly is Hopkins, MN?

  • Population: 18,382
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $237,100
  • Average Monthly Housing Cost: $1,098
  • Average Household Income: $77,713
  • 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.)


Hopkins, MN Financial Advisor FAQs

Some people might think they don't need a financial advisor, but in reality, everyone could use one. You can do all the heavy lifting for your finances on your own and open a brokerage account, but that takes time. Hiring someone to help you ensures that nothing slips through the cracks when it comes to taxes and investment strategies.
Many ways. Advisors get paid to invest the client's money, by charging a fee for each trade or other transaction made on behalf of an account. Other advisors charge a flat annual fee based upon the size of the portfolio they manage for you and what level of service they offer — usually something like $250 per month plus $1-$2 per share traded.
Finding a financial advisor is no easy task. Finding someone that fits your unique needs can be equally as difficult. The first step, should you choose to take it, would be to do some research on the matter Once narrowed down based on geography, check out their ranking criteria for what makes them qualified for.
A financial advisor provides insight into investments or wealth management options in order to help their client meet their goals.