How many financial_advisors are in Chisholm, MN?

There are currently 2 verified financial_advisors listed in Chisholm, MN. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial_advisors in Chisholm?

Ratings vary across financial_advisors in Chisholm. Browse individual listings to see specific ratings and reviews.

How do I choose a financial_advisor in Chisholm?

When choosing a financial_advisor in Chisholm, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

Top Financial_advisors in Chisholm, MN

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About Financial_advisors in Chisholm, MN

Chisholm has 2 financial advisors available to help you navigate investment strategies, retirement planning, and wealth management. The market is small but accessible, and you can also explore nearby options in Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth for a broader selection of services and specializations. When evaluating advisors, consider their fee structure, credentials, and whether their approach aligns with your financial goals and timeline.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in Chisholm typically costs around $3,250. Fee structures vary—some advisors charge hourly rates for consultations, while others use assets-under-management (AUM) fees or annual retainers. Request detailed quotes from multiple advisors to compare pricing models and understand what services are included in each fee tier.

How to choose a financial advisor in Chisholm

Verify credentials and any relevant licenses through official state and industry databases before scheduling a consultation.

Ask whether the advisor operates as a fiduciary—meaning they're legally required to act in your best interest.

Request a written fee schedule that clearly outlines all costs, whether flat-fee, hourly, AUM-based, or retainer-based.

Discuss their investment philosophy and confirm it matches your risk tolerance and time horizon.

Review their experience with clients in situations similar to yours—retirement, estate planning, tax optimization, or other specific needs.

Ask for references from existing clients or request to speak with someone they've served for multiple years.

Quality signals to look for

Look for advisors who provide transparent fee disclosures upfront and are willing to explain their fiduciary obligations in writing. Verify that any advisor you consider has a clean regulatory history and maintains professional liability insurance. Be cautious of advisors who push you toward immediate large commitments, operate exclusively through informal channels, or avoid putting recommendations in writing. A reputable advisor will take time to understand your full financial picture before proposing a strategy.

Common financial_advisor services

Assets Under Management (AUM) Fee

An ongoing fee based on the total value of assets the advisor manages for you, typically charged annually.

Flat-Fee Comprehensive Financial Plan

A one-time fixed fee for creating a detailed financial plan covering investments, retirement, taxes, and estate strategy.

Hourly Financial Consultation

Pay-per-hour advice on specific financial questions or review of your existing portfolio and strategies.

Retirement Planning Package

Specialized service focused on estimating retirement needs, Social Security optimization, and withdrawal strategies.

Estate Planning Coordination

Guidance on wills, trusts, beneficiary designations, and coordination with your estate planning attorney.

Tax-Loss Harvesting Service

Strategic selling of securities at losses to offset capital gains and reduce your annual tax liability.

Annual Advisor Retainer (Flat-Fee Ongoing)

A fixed yearly fee for ongoing advisory services, regular check-ins, and portfolio adjustments throughout the year.

Frequently asked questions

How much does a Flat-Fee Comprehensive Financial Plan cost in Chisholm?

The median cost for a Flat-Fee Comprehensive Financial Plan in Chisholm is $3,250. However, pricing varies by advisor and the complexity of your financial situation, so request quotes from multiple advisors to compare.

How many financial advisors are available in Chisholm?

There are 2 financial advisors currently available in Chisholm. You can also explore nearby cities such as Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth for additional options.

What should I ask a financial advisor before hiring them?

Ask about their fee structure, whether they operate as a fiduciary, their investment approach, relevant credentials and licenses, and experience with clients in your situation. Request references and a written agreement outlining all services and costs.

Do financial advisors in Chisholm have online reviews or ratings?

Currently, there are no published ratings or reviews available for financial advisors in Chisholm. Ask potential advisors for client references and testimonials directly during your initial consultation.

What types of financial services do advisors in Chisholm offer?

Advisors in Chisholm offer services ranging from hourly consultations and comprehensive financial planning to ongoing portfolio management, retirement planning, estate planning coordination, and tax-loss harvesting strategies.