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Browse verified financial_advisor professionals in Scandia, MN. Compare ratings, read reviews, and request a quote for free.
Showing 1–3 of 3 results
Scandia has 3 financial advisors available to help with your financial planning needs. Since the market is small, you may also want to explore advisors in nearby Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth, which offer a broader selection of professionals. When evaluating advisors, consider their service model, fee structure, and whether they align with your specific financial goals and timeline.
A Flat-Fee Comprehensive Financial Plan in Scandia typically costs around $3,250. This fee structure allows you to work with an advisor on a detailed financial strategy without ongoing asset-based charges. Costs may vary depending on the complexity of your situation and the specific services included in the plan.
Look for advisors who provide a written engagement letter detailing fees, services, and responsibilities before you begin. Verify that they're registered with appropriate regulatory bodies and ask to see their Form ADV or equivalent disclosure document. Be cautious of advisors who pressure you to commit immediately, avoid discussing fees upfront, or operate primarily through unsolicited contact. Strong advisors welcome questions about their process and are transparent about potential conflicts of interest.
The median cost for a Flat-Fee Comprehensive Financial Plan in Scandia is $3,250. Actual fees may vary based on the complexity of your financial situation and the advisor's experience.
There are currently 3 financial advisors listed in Scandia. If you'd like a larger selection, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth have additional options.
Ask about their credentials, whether they're a fiduciary, their fee structure, their experience with clients in your situation, and request references. Also request a written engagement letter that outlines all fees and services.
Advisors in Scandia offer a range of services including comprehensive financial planning, retirement planning, estate planning coordination, tax-loss harvesting, hourly consultations, and ongoing management fees based on assets under management.
Check the SEC's Investment Advisor Public Disclosure website or your state's financial regulator to verify registration and licensing. Ask the advisor directly for their Form ADV and any disciplinary history.
Read our guide: Best Financial_advisors in Scandia, MN
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Scandia