Find a Financial Advisor in Minot, ND

 

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

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We Only Work With The Best Minot 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 Minot, ND


  • Financial Advisor Close to Minot, 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

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

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

  • Population: 48,261
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $222,400
  • Average Monthly Housing Cost: $980
  • Average Household Income: $81,317
  • 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 Minot, ND

 

VIKING FUND MANAGEMENT LLC

Website

(701) 852-5292

1 Main st North

Minot, ND 58703

SEC#: 801-56605
Years in Business: 22 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(701) 839-0545

701 31st Ave Sw

Minot, ND 58701

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(701) 839-0545

701 31st Ave Sw

Minot, ND 58701

SEC#: 801-67427
Years in Business: 15 years

HORACE MANN INVESTORS, INC.

Website

(701) 839-4669

216 S Broadway
#105
Minot, ND 58701

SEC#: 801-80964
Years in Business: 6 years

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Website

(701) 721-8487

105 24th Street Sw

Minot, ND 58701

SEC#: 801-69138
Years in Business: 13 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(701) 839-0545

701 31st Ave Sw

Minot, ND 58701

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(701) 839-0545

701 31st Ave Sw

Minot, ND 58701

SEC#: 801-67427
Years in Business: 15 years

 


Minot, ND Financial Advisor FAQs

When it comes to choosing a financial advisor, finding someone who is comfortable with his or her services and has access to the expertise you need is key. Have conversations with prospective advisors so you can find one that best suits your needs.
A financial advisor is here to guide you through the complicated minefield of investment options, picking out what's right for your needs and goals, as well as being a more personalized source of information on your money.
One of the most popular financial advisors is a Certified Financial Planner. CFP® professionals work with clients to enable their dreams and make sure they have a secure future filled with choices. The goal is provide practical, unbiased financial advice using a risk-based approach.
The deciding factor in the cost for any financial advisor is, as many people know, three-fold: (1) knowledge and experience, (2) number of clients they oversee; and (3) location.