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Personalized advice for portfolio size
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Saint Paul, Minnesota, part of the larger Minneapolis-Saint Paul metropolitan area, is a key business hub in the Midwest. It has strong industries in manufacturing, healthcare, education, and technology. The city offers access to top healthcare and education, and is home to a thriving business sector, making Saint Paul an excellent place to build and manage wealth. However, retirees may be impacted since the state partially taxes Social Security benefits. Due to the city's complex financial landscape, it is advised to seek the guidance of a certified financial planner in St. Paul to attain long-term financial success.
With over 3000+ financial advisors to choose from, finding the right financial advisor in Saint Paul to meet your specific needs can prove to be a difficult task. WiserAdvisor simplifies the process by matching you with 2-3 vetted advisors who could help you meet your specific financial goals. The service is free, and you have no obligation to hire. Whether you need a financial advisor for retirement planning in St. Paul or a financial planner in Saint Paul, MN, our trusted advisors can offer personalized plans tailored to your needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Every financial planner in St. Paul in our network is thoroughly vetted for experience and maintains clean records with FINRA and SEC. Let us help you find a trusted financial planner in St. Paul, MN, who understands your financial situation and can help you build, protect, and grow your wealth for long-term financial success.
Saint Paul
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Saint Paul,
Minnesota
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Saint Paul,
Minnesota
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Saint Paul, Minnesota.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
John Severy Hoven
MBA, CFP® ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
22 Years | $35,000,000 | $50,000 | Fee-Based |
| Not Disclosed | $0 | Not Specified | Fee-Based | |
|
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC® 600 Highway 169 S., Suite 1750, St. Louis Park, MN 55426 |
23 Years | $1,000,000,000 | Not Specified | Fee-Based |
|
Edelman Financial Engines, LLC
10900 Wayzata Boulevard, Suite 240, Minnetonka, MN 55305 539 Bielenberg Dr, Woodbury, MN 55125 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 27 Years | Not Specified | $500,000 | Fee-Based | |
| 16 Years | $320,000,000 | $500,000 | Fee-Based | |
| 28 Years | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based
Office Location
1595 Selby Avenue,
Suite 213,
Saint Paul,
MN
55104
Phone Number
651-442-0465
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner™ (CFP®) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 152667
Compensation/Fee Fee-Based
Office Location
43 Main Street SE,
Suite 236,
Minneapolis,
MN
55414
Phone Number
612-378-7560
Wealth management has gotten complex. We have a unique process to make it simple. Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program. Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate. Clients of Vector Wealth Management can benefit from the following defining characteristics: - Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 113200
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 Highway 169 S., Suite 1750,
St. Louis Park,
MN
55426
Phone Number
952-544-9818
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals. Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10900 Wayzata Boulevard,
Suite 240,
Minnetonka,
MN
55305
Phone Number
877-208-7414
Office Location
539 Bielenberg Dr,
Suite 220,
Woodbury,MN 55125
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Compensation/Fee Fee-Based
Office Location
1625 Radio Drive, Suite 110,
Woodbury,
MN
55125
Phone Number
715-832-1173
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 318201
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1905 Wayzata BLVD,
Wayzata,
MN
55391
Phone Number
651-299-1970
The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency. The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith. When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist. Trust is the bedrock of the work at Fiat Wealth Management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
7820 Terrey Pine Court Suite 200,
Eden Prairie,
MN
55347
Phone Number
952-818-2430
Chad has been in the financial services industry for over 28 years . He utilizes a goal based investment strategy that seeks to optimize a clients portfolio during different stages of their life. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses this basic and simple approach to planning for his clients to help them work towards achieving their goals and dreams. Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years. Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth and LPL Financial) licenses, along with his MN Life and Health license. Chad and his wife, Lori, have been married for 31 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing golf with his wife and friends and has most recently taken up pickleball and Ebiking. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you pursue your goals. Using our depth of knowledge combined with our advisor's diverse perspectives, we can help you solve complicated financial matters. We specialize in retirement, tax, and estate planning for families, business owners, young professionals, and pre and post retirees. We can guide you to necessary financial resources as you move through each stage of your journey. Our organized and careful documentation assures transparency and efficiency. We use a systematic investment process that enables all of our advisors to support you. We strive to use the most up-to-date software to research wise investment strategies for you. This allows us to balance your financial objectives with your time horizon and tolerance for risk. While other firms may be obligated to use certain funds, we at Strategic Wealth are independent fiduciaries in advisory relationships, so we create sound investment strategies for you with only the clients interest in mind. Founded in 2001, our firm is located in Eden Prairie, Minnesota. We serve our local community as well as communities throughout the United States. As honest, organized, and knowledgeable professionals, we provide valuable structure that can bring you financial confidence now and through your retirement years.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 2307 | 60028 | $15,874,717,608 | A percentage of AUM, Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS) |
|
| 12 | 2204 | $424,484,981 | A percentage of AUM, Fixed fees |
|
| 5 | 909 | $292,382,348 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 199 | $116,218,893 | A percentage of AUM, Hourly charges |
A financial advisor in St. Paul can help you develop a comprehensive financial plan by addressing various aspects of your financial life. Advisors analyze your income, expenses, and savings patterns to create a budget and help build financial discipline. If you're nearing retirement, a financial advisor for retirement planning in St. Paul can help estimate retirement expenses, choose the right retirement accounts (401k, IRA, Roth IRA), and create a withdrawal strategy. They can also create a diversified investment portfolio based on your risk tolerance and financial goals.
In addition, certified financial planners in St. Paul utilize tax-efficient strategies such as tax-loss harvesting to reduce your tax burden. Further, they can assist with wills, trusts, and beneficiary designations to ensure smooth wealth transfer and recommend appropriate insurance policies (life, disability, or long-term care) to protect your financial well-being.
The cost of hiring a financial advisor in St. Paul varies based on the fee structure:
Financial advisors in Saint Paul play a key role in estate planning and wealth transfer. They help create estate plans and work with estate attorneys to establish wills, trusts, and power of attorney documents that align with your goals. They help lower estate taxes by employing tax-efficient strategies such as gifting, charitable donations, or setting up irrevocable trusts. In addition, advisors review and update beneficiary information on your financial accounts to avoid probate complications.
Further, financial planners in St. Paul develop plans to transfer wealth to your heirs and assist with charitable giving strategies to leave a lasting impact. Working with a certified financial planner in St. Paul ensures your estate is properly structured to protect your wealth and legacy.
Choosing an independent financial advisor in St. Paul offers several benefits. Many independent advisors operate as fiduciaries, meaning they are legally required to act in your best interest. Independent advisors offer personalized plans rather than one-size-fits-all solutions. They have access to a broader range of investment instruments. Independent advisors often use fee-only models, providing transparent and unbiased advice. By working with an independent financial planner in St. Paul, you gain access to transparent, conflict-free, and client-centric financial guidance.
Financial advisors in Saint Paul use various strategies to manage investments during market volatility. Advisors recommend diversifying your portfolios by spreading investments across multiple asset classes (stocks, bonds, real estate) to reduce risk. They regularly rebalance your portfolio to maintain your desired risk tolerance. During downturns, advisors may use tax-loss harvesting to offset capital gains and reduce tax liabilities. They may also encourage long-term investing to avoid emotional decisions during market fluctuations.
Financial advisors in St. Paul help clients integrate charitable giving into their financial plans in several ways. They may recommend Donor-Advised Funds (DAFs) to make charitable contributions, receive immediate tax deductions, and distribute funds over time. They can help establish charitable remainder trusts (CRTs) or charitable lead trusts (CLTs) for tax-efficient philanthropy. In addition, financial planners in Saint Paul, MN, may suggest Qualified Charitable Distributions (QCDs) from IRAs to make tax-free donations while withdrawing RMDs on time. They can also incorporate charitable goals into estate planning to create a lasting philanthropic impact.
A certified financial planner in St. Paul can maximize the impact of your charitable contributions while optimizing your tax benefits simultaneously.
