Loading listings...
Loading listings...
Browse verified financial_advisor professionals in Baxter, MN. Compare ratings, read reviews, and request a quote for free.
Showing 1–20 of 26 results
Baxter has 26 financial advisors available to help with planning and investment needs. The market includes advisors offering a range of service models, from hourly consultations to comprehensive flat-fee planning and ongoing asset management. Whether you're looking to build a retirement strategy, coordinate estate plans, or optimize your tax situation, you'll find options across different fee structures. Consider expanding your search to nearby Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth for additional choices.
A Flat-Fee Comprehensive Financial Plan in Baxter typically costs around $3,250. This service covers a full assessment of your finances, goal-setting, and a written plan to guide your decisions. Other advisors in the area offer hourly consultations, asset management fees, or retainer arrangements, so your total cost depends on the service model and scope you choose.
Read our guide: Best Financial_advisors in Baxter, MN
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Baxter
Look for advisors who provide written agreements upfront and are transparent about how they're compensated—whether through fees, commissions, or a combination. Verify that any claimed certifications or licenses are current and in good standing. Be cautious of advisors who pressure you into quick decisions, operate on a cash-only basis without documentation, or make unrealistic return guarantees. A professional advisor should be willing to explain their process and answer your questions before you commit.
A Flat-Fee Comprehensive Financial Plan in Baxter averages around $3,250. However, costs vary depending on the service model—hourly consultations, asset management fees, and retainer arrangements may be priced differently based on your needs and the advisor's structure.
There are 26 financial advisors listed in Baxter. You can also expand your search to nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth for additional options.
Ask prospective advisors about their credentials and licenses, then verify them through official regulatory bodies like FINRA or your state's financial regulator. A reputable advisor will provide this information readily and encourage you to confirm it.
Ask about their fee structure, whether they're a fiduciary, what services are included, their investment philosophy, and references from similar clients. Request a written agreement that clearly outlines costs and services before you commit.
Advisors in Baxter offer a variety of services including asset management, comprehensive financial planning, hourly consultations, retirement planning, estate planning coordination, tax-loss harvesting, and ongoing retainer arrangements.