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Top Rated Financial Advisors in Minnetonka, Minnesota
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Minnetonka, Minnesota is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in Minnetonka, Minnesota with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Minnetonka, Minnesota near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Fiat Wealth Management
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Chad Lea
Strategic Wealth Group
Additional Information:
Years of Experience:
28 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Affiance Financial
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Joe Schwarz
Schwarz Dygos Wheeler Investment Advisors LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
Name(s) of Custodian(s):
Fidelity Investments
Vector Wealth Management
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Education Funding and Planning
- Financial Planning for Businesses
- Investment Advice & Management
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
John Severy Hoven
Oracle Financial Planners LLC
Additional Information:
Years of Experience:
22 Years
- Fee-Based
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Institutional
Bernicke Wealth Management
Additional Information:
Years of Experience:
27 Years
- Fee-Based
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Paladin Advisors