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Browse verified financial_advisor professionals in Rogers, MN. Compare ratings, read reviews, and request a quote for free.
Showing 1–20 of 20 results
Rogers, Minnesota has 20 financial advisors available to help with planning and investment management. The financial advisory market in this area serves individuals and families seeking guidance on wealth management, retirement, and long-term financial goals. Advisors in the region offer a range of service models, from hourly consultations to comprehensive ongoing management. Whether you're looking to refine an existing financial plan or build one from scratch, you'll find options that fit different needs and budgets.
A Flat-Fee Comprehensive Financial Plan in Rogers typically costs around $3,250. This service provides a thorough analysis of your financial situation and a detailed roadmap for achieving your goals. Other advisors in the area may charge hourly rates for consultations, offer assets-under-management fees based on portfolio size, or propose annual retainer arrangements. Compare pricing structures to find an approach that aligns with your situation and preferences.
Read our guide: Best Financial_advisors in Rogers, MN
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Rogers
Look for advisors who provide transparent fee schedules upfront and are willing to discuss their fiduciary status. Verify that they maintain proper licensing and registration, and ask to see their Form ADV or similar disclosure documents. Be cautious of advisors who pressure you into immediate decisions, operate on a cash-only basis without documentation, or claim guaranteed returns. Strong advisors welcome questions about their credentials, investment approach, and fee structure, and they're comfortable providing written agreements outlining the scope of services.
The median cost for a Flat-Fee Comprehensive Financial Plan in Rogers is around $3,250. Individual advisors may price differently depending on the complexity of your situation and the scope of analysis included.
There are 20 financial advisors currently active in Rogers. You may also find additional advisors in nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth.
Request a written breakdown of all fees before engaging. Ask whether they charge a flat fee, hourly rate, percentage of assets under management, or a retainer. Understand whether they're compensated through client fees, commissions, or both, and confirm there are no hidden costs.
A fiduciary is legally required to act in your best interest, not their own. This is an important distinction because non-fiduciary advisors may recommend products that benefit them more than you. Always ask an advisor to confirm their fiduciary status in writing.
Ask the advisor for their registration status and check the SEC's Investment Adviser Public Disclosure database or your state's financial regulator website. Verify that they have no disciplinary history and that their licenses are current and active.