St. Paul, MN Financial Advisors and Resources



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: 5 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


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.)


St. Paul, MN Financial Advisor FAQs

A financial advisor may be compensated by a flat fee, an hourly fee, or on some other basis. The most common type of compensation is typically based on the number of assets they are managing for their client. This is called AUM-based fees.
These fees include a combination of a fee for management of assets or individual's specific investments with implementation or implementation-only fee for other services (tax-planning, estate planning). All clients are charged different rates based on their account size and risk tolerance.
Financial advisors provide advice on planning for and managing personal or business finances. Usually, their job involves helping people plan where to keep their money, how much risk is appropriate, and what kinds of investments make sense.
Ask a few questions. What is their philosophy? How much experience do they have? Will you be able to speak with your advisor on a regular basis? Choose someone who will be accountable and follow up on the progress of your investment strategy.