Find a Financial Advisor in Sherburne County, MN

 

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

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We Only Work With The Best Sherburne 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 Sherburne County, MN


  • Financial Advisor Close to Sherburne 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 Sherburne 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 Sherburne County, MN

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

  • Population: 94,463
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $230,900
  • Average Monthly Housing Cost: $1,335
  • Average Household Income: $101,255
  • 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 Sherburne County, MN

 

ROYAL FUND MANAGEMENT, LLC

Website

(612) 636-6393

9040 Quaday Ave Ne
Suite 205
Elk River, MN 55330

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

 


Sherburne County, MN Financial Advisor FAQs

Financial advisors are paid in one of three ways. The first is that the advisor charges a fee for their service on an hourly or flat-fee basis. The second option is that the advisor works with clients on setting up portfolio plans but does not charge for this service out of pocket. The third option is commission-based advice.
The foremost responsibility of a financial advisor is to explore and analyze client needs, asset objectives, and portfolio diversification, in order to find the optimal investment approach for their client.
Yes. The sooner you start to take control of your financial life, the better off you'll be. Seeking help from a qualified financial advisor can give you back much more than time and energy, but also peace of mind and greater confidence in your finances and future well-being.
Ask about his/her qualifications, trainings, experience, and certifications/licenses.