Find a Financial Advisor in Wayzata, MN

 

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

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We Only Work With The Best Wayzata Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Wayzata, MN


  • Financial Advisor Close to Wayzata, 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 Wayzata, 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 Wayzata, MN

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

  • Population: 4,561
  • % of Population 62 Years and Over: 36.9%
  • Average Home Value: $491,200
  • Average Monthly Housing Cost: $1,538
  • Average Household Income: $180,626
  • 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 Wayzata, MN

 

PERKINS CAPITAL MANAGEMENT INC

Website

(952) 473-8367

730 Lake Street East

Wayzata, MN 55391

SEC#: 801-22888
Years in Business: 37 years

QUANTITATIVE ASSET MANAGEMENT, LLC

Website

(952) 476-7855

641 E. Lake Street
Suite 216
Wayzata, MN 55391

SEC#: 801-67607
Years in Business: 14 years

PACK PRIVATE WEALTH, LLC

Website

(952) 563-9811

1905 Wayzata Blvd.
Suite 320
Wayzata, MN 55391

SEC#: 801-119617
Years in Business: 1 years

NEW ERA FINANCIAL ADVISORS, INC.

Website

(952) 473-1116

801 Twelve Oaks Center Drive
Suite 826
Wayzata, MN 55391

SEC#: 801-26809
Years in Business: 35 years

SOMERSET GROUP LLC

Website

(952) 681-7254

15600 Wayzata Blvd
Suite 304
Wayzata, MN 55391

SEC#: 801-73020
Years in Business: 10 years

DOUGHERTY WEALTH ADVISERS LLC

Website

(612) 376-4033

861 Lake Street North

Wayzata, MN 55391

SEC#: 801-99370
Years in Business: 6 years

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Website

(952) 476-2770

15600 Wayzata Blvd.
Suite 101
Wayzata, MN 55391

SEC#: 801-79412
Years in Business: 7 years

NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC

Website

(952) 456-5300

315 Lake st E
Suite 301
Wayzata, MN 55391

SEC#: 801-117047
Years in Business: 2 years

BLUE ROCK ADVISORS, LLC

Website

(952) 229-8700

445 East Lake Street, Suite 120

Wayzata, MN 55391

SEC#: 801-106890
Years in Business: 6 years

 


Wayzata, MN Financial Advisor FAQs

Financial advisors vary in the services they provide and the fee they charge.
Financial advisors act as liaisons between an investor and an investment company for arrangements such as Roth IRAs or various types of loaning agreements. It's their job to give advice on how much risk should be taken before making any big decision that could change the course of your money's future success.
Searching for a financial advisor can be quite the daunting task. However, it's important to find an advisor that suits what you're looking for. If you need someone to help with planning and maximizing retirement funds, then search for that specific type of financial planner.
A financial advisor can provide you with a tailored portfolio that is suited to your goals. Even without a large amount of money, it's always going to be advisable to have someone helping manage your finances so you don't find yourself running out of money constantly and constantly struggling.