Find a Financial Planner in Saint Paul, MN

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Saint Paul 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in St. Paul, MN


  • Financial Advisor Close to St. Paul, 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

 

How Can a CFP® in St. Paul Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the St. Paul area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in St. Paul is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
13.3% of St. Paul's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the St. Paul area can create a custom plan and walk with you each step of the way.
In the St. Paul area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the St. Paul area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the St. Paul area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Minnesota has unique laws defining which actions trigger a taxable event and has the 6th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the St. Paul area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the St. Paul area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in St. Paul, 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 St. Paul, MN

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


How Retirement-Friendly is St. Paul, MN?

  • Population: 304,547
  • % of Population 62 Years and Over: 13.3%
  • Average Home Value: $210,600
  • Average Monthly Housing Cost: $1,103
  • Average Household Income: $80,711
  • 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 St. Paul, MN


HERITAGE CAPITAL ADVISORS, LLC

Website

(612) 372-0090

3900 Northwoods Drive
Suite 350
St Paul, MN 55112

SEC#: 801-60796
Years in Business: 19 years

TRANSAMERICA RETIREMENT ADVISORS, LLC

Website

(866) 368-0566

408 Saint Peter Street
Suite 240
St Paul, MN 55101

SEC#: 801-42910
Years in Business: 28 years

STONEBRIDGE CAPITAL ADVISORS LLC

Website

(651) 251-1000

2550 University Avenue West
Suite 455-S
St. Paul, MN 55114

SEC#: 801-53760
Years in Business: 24 years

TRUNORTH WEALTH PARTNERS

Website

(651) 735-5878

3050 Wells Fargo Place
30 East 7th Street
St. Paul, MN 55101

SEC#: 801-108277
Years in Business: 4 years

HIGHMARK WEALTH MANAGEMENT LLC

Website

(651) 829-3300

30 East 7th Street
Suite 3535
St. Paul, MN 55101

SEC#: 801-76896
Years in Business: 9 years

FIDUCIARY COUNSELLING INC

Website

(651) 228-0935

2000 Wells Fargo Place
30 East 7th Street
St Paul, MN 55101

SEC#: 801-4158
Years in Business: 54 years

PRAIRIEVIEW PARTNERS, LLC

Website

(651) 233-1100

2250 Town Square Tower
445 Minnesota Street
St. Paul, MN 55101

SEC#: 801-68588
Years in Business: 13 years

MAIRS & POWER

Website

(651) 222-8478

332 Minnesota Street
W1520 First National Bank Bldg
St. Paul, MN 55101

SEC#: 801-2731
Years in Business: 59 years

CAPITAL FORMATION STRATEGIES INC

Website

(651) 644-8412

2550 University Ave W.
Suite 145N
St Paul, MN 55114

SEC#: 801-80916
Years in Business: 6 years

HERITAGE WEALTH ARCHITECTS, INC.

Website

(651) 289-6444

55 East 5th Street
Suite 1020
St. Paul, MN 55101

SEC#: 801-112783
Years in Business: 3 years