Find a Financial Planner 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 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 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

 

How Can a CFP® in Minnetonka Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Minnetonka area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Minnetonka offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
25.0% of Minnetonka's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Minnetonka area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Minnetonka area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Minnetonka area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Minnetonka area who determine what breaks are available to you to minimize your tax payments. 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 Minnetonka 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 Minnetonka area when dealing with high-interest credit card debt and private student loans.

 

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: 11 years

FELTL ADVISORS

Website

(612) 492-8800

10900 Wayzata Boulevard
Suite 200
Minnetonka, MN 55305

SEC#: 801-77347
Years in Business: 8 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 955-7865

16192 Hwy 7

Minnetonka, MN 55345

SEC#: 801-108208
Years in Business: 4 years

MARKS GROUP WEALTH MANAGEMENT, INC.

Website

(952) 582-6100

4350 Baker Road
Suite 245
Minnetonka, MN 55343

SEC#: 801-69685
Years in Business: 12 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

THE ADVOCATE GROUP, LLC

Website

(952) 693-2630

601 Carlson Parkway
Suite 1100
Minnetonka, MN 55305

SEC#: 801-72157
Years in Business: 10 years