Find a Financial Advisor in Scott County, MN

 

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

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We Only Work With The Best Scott County 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 Scott County, MN


  • Financial Advisor Close to Scott County, 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 Scott County, 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 Scott County, MN

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

  • Population: 145,275
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $305,800
  • Average Monthly Housing Cost: $1,574
  • Average Household Income: $120,908
  • 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 Scott County, MN

 

ROYAL FUND MANAGEMENT, LLC

Website

(612) 296-6681

8646 Eagle Creek Dr.
#208
Savage, MN 55378

SEC#: 801-77918
Years in Business: 8 years

 


Scott County, MN Financial Advisor FAQs

A fully transparent process (fee-only) is where the advisor's fees are based only on the client's financial plan and service. They charge an hourly or retainer fee without any hidden costs or commissions. These types of advisors do not recommend investment products to clients and they never accept bonuses for introducing clients to certain products.
A financial advisor may offer a variety of services, such as retirement and estate planning, investment management and asset allocation, risk management, and insurance.
Yes. The financial advisor is a knowledgeable and objective decision maker who can guide clients through complex financial decisions such as selecting retirement accounts, investment products, and retirement income stream products according to the client's unique needs.
Have a clear picture of how the financial advisor prefers to be compensated and what specific services he/she can offer you.