Find a Financial Advisor in Minnetonka, MN

 

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

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We Only Work With The Best Minnetonka 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Minnetonka, MN


  • Financial Advisor Close to Minnetonka, 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

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

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

  • Population: 53,025
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $358,000
  • Average Monthly Housing Cost: $1,509
  • Average Household Income: $135,727
  • 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 Minnetonka, MN

 

MERISTEM FAMILY WEALTH

Website

(952) 835-2577

701 Carlson Parkway
Suite 1400
Minnetonka, MN 55305

SEC#: 801-57126
Years in Business: 21 years

SARGENT MANAGEMENT CO

Website

(952) 835-2577

701 Carlson Parkway
Suite 1400
Minnetonka, MN 55305

SEC#: 801-3364
Years in Business: 57 years

PINE RIVER CAPITAL MANAGEMENT L.P.

Website

(612) 238-3300

601 Carlson Parkway
7th Floor
Minnetonka, MN 55305

SEC#: 801-65336
Years in Business: 15 years

CHERRY TREE WEALTH MANAGEMENT, LLC

Website

(952) 893-9012

301 Carlson Parkway
Suite 103
Minnetonka, MN 55305

SEC#: 801-70554
Years in Business: 12 years

FELTL ADVISORS

Website

(612) 492-8800

10900 Wayzata Boulevard
Suite 200
Minnetonka, MN 55305

SEC#: 801-77347
Years in Business: 9 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 955-7865

16192 Hwy 7

Minnetonka, MN 55345

SEC#: 801-108208
Years in Business: 5 years

MARKS GROUP WEALTH MANAGEMENT, INC.

Website

(952) 582-6100

4350 Baker Road
Suite 245
Minnetonka, MN 55343

SEC#: 801-69685
Years in Business: 13 years

QUANTITATIVE ADVANTAGE, LLC

Website

(952) 767-8007

10400 Yellow Circle Drive
Suite 303
Minnetonka, MN 55343

SEC#: 801-57426
Years in Business: 21 years

LIFESTAGE WEALTH MANAGEMENT LLC

Website

(763) 542-8884

11100 Wayzata Boulevard
Suite 510
Minnetonka, MN 55305

SEC#: 801-78361
Years in Business: 8 years

 


Minnetonka, MN Financial Advisor FAQs

Specific to the financial advisor, it's advisable to ask them how they are compensated, what is their track record for providing good advice, how much they charge in per capita expenses, if they're licensed, and what steps do they take before making an investment recommendation.
The cost for a financial advisor varies according to specialization, initial assessment and ongoing management fees.
Choose a financial advisor who has good reviews from past clients.
Financial advisors can help investors discover strategies and manage their money by utilizing various services such as providing investment portfolio analysis and recommending diversification.