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Find Top Financial Advisors in Fargo, North Dakota

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 Fargo, North Dakota

Last Updated - 19-Sep-2023

Fargo has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 52 non-vetted advisors in your local area. These financial advisors in Fargo, North Dakota have an average of 31 years of experience.

NOTE: The list of vetted financial advisors in Fargo, North Dakota 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 Fargo, North Dakota.

Qualified Financial Advisors in Fargo, North Dakota

Financial Advisor Experience AUM Minimum Assets Fee Structure
Rod Schauer
3211 Fiechtner Dr,
Suite 6,
Fargo, ND 58103
31 Years $0 $50,000 Fee-Based

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Information on Qualified Financial Advisors in Fargo, North Dakota

Qualifications CRD# 6023553
Firm CRD# 166876
Series 65

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

Office Location 3211 Fiechtner Dr,
Suite 6,
Phone Number 701-277-9392

Financial Planning, income tax planning, investment management, tax efficient investment management, as well as all areas of financial guidance.

About Complete Investment Advisory LLC

Complete Investment Advisory LLC

Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your future not our current commission. We help clients design a future that fits their risk tolerance and rate of return needed to accomplish their goals. We have a Chartered Financial Consultant on staff to help you plan your future using sound financial principal for your life and the life of your money beyond you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Customer Reviews

Top Financial Advisor Firms in Fargo, North Dakota (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
4310 17th Ave. S, Fargo, ND 58103
16 2361 $1,226,838,951
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
1133-D Harwood Drive S., Fargo, ND 58104
1 19 $224,619,767
A percentage of AUM, Fixed fees
1220 28th Avenue North, Fargo, ND 58102
10 1817 $179,713,000
A percentage of AUM, Hourly charges, Fixed fees
2632 47th St S., Suite 107, Fargo, ND 58104
3 953 $170,019,160
A percentage of AUM, Hourly charges, Fixed fees
1220 Main Avenue, Suite 225, Fargo, ND 58103
2 1380 $110,530,164
A percentage of AUM, Fixed fees

    List of Additional Advisors in Fargo, North Dakota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    4160 24th Ave S, Ste 100, Fargo, ND  58104 701-364-5640
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    2300 13th Ave S, Ste B, Fargo, ND  58103 701-232-8886
    2300 13th Ave S, Ste B, Fargo, ND  58103 701-232-8886
    4610 Amber Valley Pkwy S, Fargo, ND  58104 701-282-5515
    3523 45th St S, Ste 100, Fargo, ND  58104 701-433-0556
    4160 24th Ave S, Ste 100, Fargo, ND  58104 701-364-5640
    2000 44th St South, Ste 402, Fargo, ND  58103 701-492-2400

      Select other cities around Fargo, North Dakota to broaden your search for a financial advisor

      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 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?

      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.