How many financial_advisors are in Saint Francis, MN?

There are currently 4 verified financial_advisors listed in Saint Francis, 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 Saint Francis?

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

How do I choose a financial_advisor in Saint Francis?

When choosing a financial_advisor in Saint Francis, 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 Saint Francis, MN

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About Financial_advisors in Saint Francis, MN

Saint Francis, MN has 4 active financial advisors available. The median cost for a Flat-Fee Comprehensive Financial Plan is $3,250. Financial advisory services in the area span multiple fee structures, from hourly consultations to ongoing retainers, allowing you to select an arrangement that fits your needs and budget. Whether you're planning for retirement, managing investments, or coordinating estate matters, advisors in Saint Francis can help you navigate your financial goals. Consider exploring nearby Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth for additional options if needed.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in Saint Francis typically costs around $3,250. This service provides a detailed, one-time analysis of your overall financial situation without ongoing management fees. If you prefer ongoing support, an Annual Advisor Retainer offers continuous guidance at a fixed cost. Hourly consultations are also available for those seeking targeted advice on specific topics. Compare fee structures carefully to determine which model aligns with your planning horizon and complexity.

How to choose a financial advisor in Saint Francis

Verify credentials and any professional licenses through the SEC or FINRA before engaging.

Ask whether the advisor operates on a fee-only, commission-based, or hybrid fee structure.

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

Inquire about their experience with your specific financial situation—retirement planning, estate coordination, tax strategy, or investment management.

Ask for references from clients with similar financial profiles or goals.

Understand how often you'll meet and what communication channels are available for questions.

Confirm whether they use a custodian to hold your assets and what safeguards protect your accounts.

Quality signals to look for

Look for advisors who provide transparent fee schedules in writing before you commit, and who can clearly explain how they're compensated—whether through assets under management, flat fees, or hourly rates. Verify that any advisor you work with has a clean regulatory record and is registered with appropriate authorities. Be cautious of advisors who pressure you to move assets quickly, guarantee returns, or insist on cash-only payments without documentation. A trustworthy advisor will encourage you to take time to review agreements and will welcome questions about their approach and track record.

Common financial_advisor services

Assets Under Management (AUM) Fee

Ongoing investment management where the advisor charges a percentage of your invested assets annually, typically scaling down as your portfolio grows.

Flat-Fee Comprehensive Financial Plan

A one-time, all-encompassing financial analysis covering budgeting, investments, retirement, taxes, insurance, and estate planning delivered as a detailed written plan.

Hourly Financial Consultation

Pay-per-hour advice on specific financial questions or topics, useful for targeted guidance without committing to a longer-term engagement.

Retirement Planning Package

Specialized service focused on projecting retirement income, optimizing Social Security timing, and structuring withdrawals for tax efficiency.

Estate Planning Coordination

Working with your attorney and other professionals to structure your assets, minimize estate taxes, and ensure your wishes are documented clearly.

Tax-Loss Harvesting Service

Strategic selling of underperforming investments to offset capital gains and reduce your annual tax liability within your investment portfolio.

Annual Advisor Retainer (Flat-Fee Ongoing)

A fixed annual fee for continuous access to your advisor, regular check-ins, and adjustments to your financial plan as life circumstances change.

Frequently asked questions

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

The median cost for a Flat-Fee Comprehensive Financial Plan in Saint Francis is $3,250. Actual fees may vary based on the complexity of your situation and the advisor's experience.

How many financial advisors are available in Saint Francis, MN?

There are 4 active financial advisors in Saint Francis. If you'd like to expand your search, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth also have advisors available.

What fee structures do financial advisors in Saint Francis offer?

Advisors in Saint Francis offer multiple fee models: Assets Under Management (AUM), flat-fee plans, hourly consultations, retainers, and specialized packages for retirement or estate planning. Ask each advisor which structure best suits your needs.

How do I choose between an hourly consultation and a comprehensive financial plan?

Choose hourly consultations if you have a specific question or limited scope of advice needed. Opt for a comprehensive plan if you want a full analysis of your finances, goals, and integrated strategies across all areas of your financial life.

What should I verify before hiring a financial advisor in Saint Francis?

Ask for the advisor's credentials, registration status with the SEC or FINRA, and references from existing clients. Request a written engagement letter outlining services, fees, and any conflicts of interest before you begin working together.