wiseradvisor

Find Top Financial Advisors in Plymouth, Minnesota

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Plymouth, Minnesota

Last Updated - 27-May-2023

Plymouth has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Plymouth , Minnesota have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in Plymouth , 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 Plymouth, Minnesota.

Qualified Financial Advisors in Plymouth, Minnesota

Financial Advisor Experience AUM Minimum Assets Fee Structure
Anthony Price
AIF®
TOTAL WEALTH ADVISORS LLC
809 mainstreet,
Hopkins, MN 55343
25 Years Not Specified $100,000 Fee-Only
Joe Schwarz
CFA®
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
50 South Sixth Street,
#1405,
Minneapolis, MN 55402
27 Years $99,000,000 $1,000,000 Fee-Based
John Severy Hoven
MBA, CFP®
ORACLE FINANCIAL PLANNERS LLC
1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104
6 Years Not Specified $50,000 Fee-Based

Are you a Financial Advisor in Plymouth?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Plymouth, Minnesota

Qualifications CRD# 2679257
Firm CRD# 164633
Series 55, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 809 mainstreet,
Hopkins,
MN
55343
Phone Number 612-817-3727

Tony has been in the investment business for 26 years, spending 22 years at Piper Jaffray as an equity trader and the most recent four years here at Total Wealth Advisors. While at Piper Jaffray, he was an institutional equity trader and ran the desk for five years. During that time, he spoke daily to other traders, analysts, and portfolio managers for some of the world's largest mutual funds and hedge funds. He was brought explicitly into our firm due to his experience and knowledge of financial markets. His specialties include retirement planning, portfolio management, and overall wealth management. He is a graduate of the University of Minnesota (economics), and while not studying the market, he can be found at the baseball field watching his two teenage sons play.

About Total Wealth Advisors LLC

Total Wealth Advisors LLC

We have a solutions-oriented approach for client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients and edge in an increasingly complex world. At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being.

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, Estate Planning & Trusts


Qualifications CRD# 2633754
Firm CRD# 147384
Series 63

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 50 South Sixth Street,
#1405,
Minneapolis,
MN
55402
Phone Number 612-355-4365

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With more than 20 years of financial planning and investment experience, Joe is in a perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.

About Schwarz Dygos Wheeler Investment Advisors LLC

Schwarz Dygos Wheeler Investment Advisors LLC

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.


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.

About Oracle Financial Planners LLC

Oracle Financial Planners LLC

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


Customer Reviews

Top Financial Advisor Firms in Plymouth, Minnesota (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
505 North Hwy 169, Suite 900, Plymouth, MN 55441
789 104749 $52,608,705,200
A percentage of AUM, Hourly charges, Fixed fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
WALLEYE CAPITAL LLC
2800 Niagara Lane North, Plymouth, MN 55447
182 5 $7,582,198,039
A percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES)
NORTHCREST ASSET MANAGEMENT
505 N. Hwy 169, Suite 900, Plymouth, MN 55441
13 1667 $2,167,114,906
A percentage of AUM
BERGER FINANCIAL GROUP
1695 State Hwy 169, Plymouth, MN 55441
51 5605 $1,451,635,962
A percentage of AUM, Hourly charges, Fixed fees
WAYZATA INVESTMENT PARTNERS LLC
One Carlson Parkway North, Suite 220, Plymouth, MN 55447
7 4 $697,356,061
A percentage of AUM, Performance Based
GEN FINANCIAL MANAGEMENT INC.
10810 Old County Road 15, Suite 200, Plymouth, MN 55441
4 447 $457,333,000
A percentage of AUM, Fixed fees
VPWM ADVISORS, LLC
505 North Highway 169, Suite 260, Plymouth, MN 55441
15 1914 $324,952,893
A percentage of AUM, Hourly charges, Fixed fees
KURE ADVISORY, LLC
15600 36th Avenue North, Suite 200, Plymouth, MN 55446
12 1700 $275,367,057
A percentage of AUM, Fixed fees
WORK OPTIONAL, INC.
3360 B Annapolis Lane North, Plymouth, MN 55447
8 1074 $184,566,537
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
ECHO WEALTH MANAGEMENT, LLC
3033 Campus Drive, Suite N145, Plymouth, MN 55441-2651
3 382 $161,995,413
A percentage of AUM, Hourly charges, Fixed fees
PHILLIP JAMES FINANCIAL CO.
3675 Plymouth Boulevard, Suite 110, Plymouth, MN 55446
4 618 $151,053,028
A percentage of AUM, Fixed fees
ROSSJOHNSON & ASSOCIATES, LLC
3380 Annapolis Lane, N B-100, Plymouth, MN 55447
4 398 $133,989,797
A percentage of AUM

    List of Additional Advisors in Plymouth, Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    10810 Old County Road 15, Plymouth, MN  55441 763-703-5580
    18200 45th Ave N, Ste B, Plymouth, MN  55446 763-432-4617
    3169 Fernbrook Ln N, Plymouth, MN  55447 612-216-4111
    10810 Old County Road 15, Plymouth, MN  55441 763-703-5575
    18200 45th Ave N, Ste B, Plymouth, MN  55446 763-432-4608
    18200 45th Ave N, Ste B, Plymouth, MN  55446 763-432-4607
    3515 Plymouth Blvd, Ste 204, Plymouth, MN  55447 763-543-5146
    3515 Plymouth Blvd, Ste 204, Plymouth, MN  55447 763-543-5140
    3515 Plymouth Blvd, Ste 204, Plymouth, MN  55447 763-543-5183
    18200 45th Ave N, Ste B, Plymouth, MN  55446 763-432-4604

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?