Find a Financial Advisor in Plymouth, MN

 

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

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We Only Work With The Best Plymouth 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 Plymouth, MN


  • Financial Advisor Close to Plymouth, 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 Plymouth, 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 Plymouth, MN

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

  • Population: 78,134
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $360,600
  • Average Monthly Housing Cost: $1,464
  • Average Household Income: $139,764
  • 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 Plymouth, MN

 

WALLEYE CAPITAL LLC

Website

(952) 345-5200

2800 Niagara Lane North

Plymouth, MN 55447

SEC#: 801-113731
Years in Business: 3 years

INVESTORS FINANCIAL GROUP

Website

(763) 525-0001

9800 Shelard Parkway
Suite 220
Plymouth, MN 55441

SEC#: 801-71540
Years in Business: 11 years

GEN FINANCIAL MANAGEMENT INC.

Website

(952) 513-1466

10810 Old County Road 15
Suite 200
Plymouth, MN 55441

SEC#: 801-57823
Years in Business: 21 years

VPWM ADVISORS

Website

(763) 587-7120

505 North Highway 169
Suite 260
Plymouth, MN 55441

SEC#: 801-99343
Years in Business: 6 years

WORK OPTIONAL, INC.

Website

(952) 475-7000

3360 B Annapolis Lane North

Plymouth, MN 55447

SEC#: 801-113463
Years in Business: 3 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(763) 417-1700

505 North Hwy 169
Suite 900
Plymouth, MN 55441

SEC#: 801-60749
Years in Business: 19 years

ECHO WEALTH MANAGEMENT, LLC

Website

(763) 432-7875

3033 Campus Drive
Suite N145
Plymouth, MN 55441

SEC#: 801-117873
Years in Business: 1 years

BERGER FINANCIAL GROUP

Website

(763) 746-2666

1695 State Hwy 169

Plymouth, MN 55441

SEC#: 801-118923
Years in Business: 1 years

WAYZATA INVESTMENT PARTNERS LLC

Website

(952) 345-0700

One Carlson Parkway North
Suite 220
Plymouth, MN 55447

SEC#: 801-63304
Years in Business: 17 years

 


Plymouth, MN Financial Advisor FAQs

There are many different types of financial advisors. In general, a good advisor will meet you where you are and help get you to your goals.
A financial advisor is a professional that provides guidance to clients in all aspects of money management. They offer expertise in investment planning, financial planning, retirement planning, and much more.
They can be paid as a percentage of assets managed (fee-based) or they can be paid by commission for the sale of financial products such as mutual funds and insurance.
Try to get referrals from friends or people you know financially. Try to ask the person who they would recommend and why. If they don't give good answers, try someone else until you find someone that seems like they're qualified to help you out with your needs.