Find a Financial Planner in Minneapolis, MN

 

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We did the hard work of finding trustworthy partners in Minneapolis, MN.

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We Only Work With The Best Minneapolis 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 Minneapolis, MN


  • Financial Advisor Close to Minneapolis, MN

  • 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 Minneapolis Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Minneapolis 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 Minneapolis typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
12.8% of Minneapolis'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 Minneapolis area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Minneapolis area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Minneapolis 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 Minneapolis 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. Minnesota has unique laws defining which actions trigger a taxable event and has the 6th highest 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 Minneapolis 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 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 Minneapolis area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Minneapolis, MN


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 Minneapolis, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Minneapolis financial advisors.
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How Retirement-Friendly is Minneapolis, MN?

  • Population: 420,324
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $256,500
  • Average Monthly Housing Cost: $1,194
  • Average Household Income: $89,282
  • 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.)


The Top Financial Advisor Firms in Minneapolis, MN


SPEECE THORSON CAPITAL GROUP INC

Website

(612) 338-4649

225 South 6th Street
Suite 2575
Minneapolis, MN 55402

SEC#: 801-39816
Years in Business: 29 years

COMPASS CAPITAL MANAGEMENT INC

Website

(612) 338-4051

706 Second Avenue South
Suite 400
Minneapolis, MN 55402

SEC#: 801-32238
Years in Business: 32 years

WHITE PINE CAPITAL LLC

Website

(612) 376-9765

120 South 6th Street
Suite 1200
Minneapolis, MN 55402

SEC#: 801-57154
Years in Business: 21 years

THOMAS LEO ADVISORY, LLC

Website

(612) 208-1641

4353 Upton Avenue South

Minneapolis, MN 55410

SEC#: 801-112656
Years in Business: 3 years

NEPSIS ADVISOR SERVICES, INC.

Website

(952) 746-2003

8674 Eagle Creek Circle

Minneapolis, MN 55378

SEC#: 801-74765
Years in Business: 9 years

NORTHROCK PARTNERS, LLC

Website

(612) 367-8800

225 South Sixth Street
Suite 1400
Minneapolis, MN 55402

SEC#: 801-78194
Years in Business: 7 years

360 FINANCIAL

Website

(952) 542-8900

849 Lake Street East

Minneapolis, MN 55391

SEC#: 801-78425
Years in Business: 7 years

PGI WEALTH MANAGEMENT

Website

(612) 333-9102

220 South 6th Street
Suite 2125
Minneapolis, MN 55402

SEC#: 801-119808
Years in Business: 0 years

PIPER SANDLER FINANCE MANAGEMENT, LLC

Website

(612) 303-6000

800 Nicollet Mall

Minneapolis, MN 55402

SEC#: 801-118908
Years in Business: 0 years

ALLIANZ INVESTMENT MANAGEMENT LLC

Website

(763) 765-6500

5701 Golden Hills Drive

Minneapolis, MN 55416

SEC#: 801-60167
Years in Business: 20 years