Find a Financial Advisor in Stillwater, MN

 

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

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We Only Work With The Best Stillwater 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 Stillwater, MN


  • Financial Advisor Close to Stillwater, 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 Stillwater, 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 Stillwater, MN

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

  • Population: 19,341
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $310,100
  • Average Monthly Housing Cost: $1,399
  • Average Household Income: $120,625
  • 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 Stillwater, MN

 

STILLWATER INVESTMENT MANAGEMENT, LLC

Website

(651) 275-9380

423 South Main Street
Suite E1
Stillwater, MN 55082

SEC#: 801-63353
Years in Business: 17 years

STILLWATER ASSET MANAGEMENT, LLC

Website

(651) 571-3910

106 Chestnut Street E

Stillwater, MN 55082

SEC#: 801-119109
Years in Business: 1 years

RBC CAPITAL MARKETS, LLC

Website

(651) 430-5500

350 N. Main Street
Suite 106
Stillwater, MN 55082

SEC#: 801-13059
Years in Business: 44 years

MOLONEY SECURITIES ASSET MANAGEMENT LLC

Website

(651) 439-1124

421 South Main Street
421A21
Stillwater, MN 55082

SEC#: 801-107149
Years in Business: 5 years

RBC CAPITAL MARKETS, LLC

Website

(651) 430-5500

350 N. Main Street
Suite 106
Stillwater, MN 55082

SEC#: 801-13059
Years in Business: 44 years

WEALTH WATCH ADVISORS, LLC

Website

(651) 439-5356

310
1/2 S Main Street
Stillwater, MN 55082

SEC#: 801-96180
Years in Business: 6 years

EDUCATOR'S FINANCIAL SERVICES, INC.

Website

(651) 439-3131

1950 Northwestern Ave
#106
Stillwater, MN 55082

SEC#: 801-62857
Years in Business: 17 years

EDUCATOR'S FINANCIAL SERVICES, INC.

Website

(651) 357-5624

1462 Monterey Court

Stillwater, MN 55082

SEC#: 801-62857
Years in Business: 17 years

ADVANCED ADVISOR GROUP, LLC

Website

(651) 439-3131

1950 Northwestern Ave
#106
Stillwater, MN 55082

SEC#: 801-118465
Years in Business: 1 years

 


Stillwater, MN Financial Advisor FAQs

Financial advisors advise clients on how to manage their investment portfolios and meet their financial goals. Financial advisors work with mutual funds, insurance products, and securities; among other things. They answer questions about how best to save for retirement or a child's education, maximize an individual's earnings capability, minimize taxes owed in the future, and diversify risk in order to better prepare for the uncertainties of the future.
There are a number of ways you can go about finding a financial advisor. One way is to look on the Financial Industry Regulatory Authority (FINRA) website for someone under their associated member list. Another option is to speak with an insurance agent, who will typically have a list of registered people that they work with or know offhand, though anyone can refer a client regardless of whether they're allied with them in other ways. Finally, you could ask your friends and family if they've had any experiences where they found themselves working with a financial advisor and how the process went from there.
It's always best to have someone who knows about your financial situation looking out for you. They can help guide your decisions and teach you the right way to manage your assets.
The financial advisor is compensated based on the style of service that they offer, either hourly or on a fee-only basis. The hourly compensation makes it necessary for the financial advisor to document their time spent with the client, while the fee-only compensation is calculated by providing services up front.