How many financial_advisors are in Maplewood, MN?

There are currently 4 verified financial_advisors listed in Maplewood, 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 Maplewood?

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

How do I choose a financial_advisor in Maplewood?

When choosing a financial_advisor in Maplewood, 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 Maplewood, MN

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About Financial_advisors in Maplewood, MN

Maplewood has 4 financial advisors available through this directory. Since ratings data is not yet available, you may want to request references directly from advisors you're considering. The median cost for a Flat-Fee Comprehensive Financial Plan in the area is $3,250. If you're open to exploring options beyond Maplewood, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth also have financial advisors available. This gives you flexibility to find an advisor whose approach and location work best for your needs.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in Maplewood typically costs around $3,250. This fee structure allows you to pay a fixed amount for a detailed financial plan rather than hourly rates or ongoing asset-based fees. When comparing advisors, ask whether your chosen service includes plan implementation support, follow-up reviews, or revisions. Some advisors may bundle additional services into their flat fee, while others charge separately. Request a written breakdown of what's included so you can compare total value across different advisors.

How to choose a financial advisor in Maplewood

Confirm the advisor holds relevant credentials such as CFP, CFA, or CRD registration, and verify these through official databases.

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

Request a written engagement letter that clearly outlines fees, services, investment strategy, and any potential conflicts of interest.

Inquire about the advisor's experience with your specific financial situation, whether that's retirement planning, tax optimization, or estate coordination.

Ask for at least two client references you can contact to learn about their experience working with the advisor.

Understand the advisor's approach to ongoing communication and how often you'll receive portfolio reviews or check-ins.

Quality signals to look for

Look for advisors who provide transparent fee schedules in writing and are willing to explain how they're compensated. Verify that any credentials claimed are registered with the SEC or state regulators. Be cautious of advisors who pressure you to make quick decisions, operate on a cash-only basis without documentation, or avoid discussing their fee structure. A legitimate advisor will provide a clear engagement agreement, answer your questions thoroughly, and encourage you to take time to make your decision.

Common financial_advisor services

Assets Under Management (AUM) Fee

Ongoing investment management where the advisor charges a percentage of the total assets they manage on your behalf.

Flat-Fee Comprehensive Financial Plan

A one-time fixed fee for developing a detailed financial plan covering budgeting, investments, retirement, and other goals.

Hourly Financial Consultation

Pay-as-you-go financial advice where you're charged an hourly rate for specific questions or planning sessions.

Retirement Planning Package

Specialized service focused on analyzing your retirement readiness, income strategies, and withdrawal plans.

Estate Planning Coordination

Guidance on structuring your assets, beneficiary designations, and working with attorneys on wills and trusts.

Tax-Loss Harvesting Service

A strategy to offset investment gains by selling underperforming securities to reduce your overall tax liability.

Annual Advisor Retainer (Flat-Fee Ongoing)

A yearly fixed fee for continuous access to your advisor and regular portfolio reviews and adjustments.

Frequently asked questions

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

The median cost for a Flat-Fee Comprehensive Financial Plan in Maplewood is $3,250. Individual advisors may charge more or less depending on the complexity of your financial situation and the scope of services included.

How many financial advisors are available in Maplewood?

There are 4 financial advisors listed in this directory for Maplewood.

What should I ask a financial advisor about their fees?

Request a written breakdown of all fees, including whether they charge a flat fee, hourly rate, AUM percentage, or a combination. Ask if there are any additional costs for services like tax planning or retirement analysis, and confirm whether the fee covers ongoing reviews or is a one-time charge.

How do I verify a financial advisor's credentials?

Ask the advisor which certifications they hold, such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). You can verify these credentials through the CFP Board, CFA Institute, or the SEC's FINRA BrokerCheck database.

Should I work with a financial advisor in Maplewood or nearby cities?

Maplewood has 4 advisors available. If you want more options, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth also have financial advisors. Consider location, specialties, and fee structures when deciding where to search.