Find a Financial Advisor in Sartell, MN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Sartell 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 Sartell, MN


  • Financial Advisor Close to Sartell, 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 Sartell, 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 Sartell, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Sartell financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Sartell, MN?

  • Population: 18,005
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $207,500
  • Average Monthly Housing Cost: $1,160
  • Average Household Income: $91,512
  • 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 Sartell, MN

 

LEDGE WEALTH

Website

(320) 281-3203

2147 Troop Drive
Suite 100
Sartell, MN 56377

SEC#: 801-112690
Years in Business: 3 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(320) 253-1828

2351 Connecticut Ave, Suite 310

Sartell, MN 56377

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

 


Sartell, MN Financial Advisor FAQs

Financial advisors serve a variety of functions, and it's important to pay attention to not just the price tag but instead what you'll actually get in return. The financial services industry is quite competitive, and while some services will be more expensive than others, you should also keep in mind that there can be a disconnect between quality assurance and price. In other words, sometimes you need to pay more for quality assurance.
To start with, know that you can work independently as an advisor minimizing or eliminating broker commissions. In addition, be aware of how the person has been advising others. Communication should be open and available by email and phone whenever necessary so you can stay up to date with your investment choices.
Financial advisors will help customers with financial goals. A financial advisor can help you with your IRA, retirement, children's education expenses, saving for your first home purchase or investment property. They can offer you risk-adjusted strategies to safely meet your goals and teach you how to become financially independent.
The answer to this question all depends on what you are looking for. If you are someone who doesn't have any understanding of the stock market, accounting, or even how investments work, then yes. A financial advisor can help you create a plan that suits your needs and become educated in these areas.