How many financial_advisors are in South Saint Paul, MN?

There are currently 1 verified financial_advisor listed in South Saint Paul, 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 South Saint Paul?

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

How do I choose a financial_advisor in South Saint Paul?

When choosing a financial_advisor in South Saint Paul, 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 South Saint Paul, MN

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About Financial_advisors in South Saint Paul, MN

South Saint Paul has a small but growing market for financial advisors. Currently, there is 1 active financial advisor prospect in the area. The financial advisory market in South Saint Paul serves residents seeking professional guidance on investments, retirement, and wealth management. If you're looking to expand your search, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth offer additional options. As with any financial professional, verify credentials and ensure the advisor's approach aligns with your financial goals and timeline.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in South Saint Paul typically costs around $3,250. This service provides a detailed roadmap for your financial future without ongoing asset management fees. Costs may vary depending on the complexity of your situation, your assets, and the specific services included. Some advisors offer hourly consultations for smaller questions, while others structure fees as a percentage of assets under management or annual retainers for ongoing guidance.

How to choose a financial advisor in South Saint Paul

Verify the advisor holds relevant credentials such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) through official regulatory databases.

Ask for a written fee schedule that clearly outlines how the advisor is compensated—whether flat-fee, hourly, AUM-based, or a combination.

Request references from current clients to understand the advisor's communication style and track record.

Clarify the advisor's investment philosophy and whether it matches your risk tolerance and long-term objectives.

Confirm the advisor has a fiduciary duty to act in your best interest, not just a suitability standard.

Review any conflicts of interest, such as commissions from product sales or affiliated investment firms.

Quality signals to look for

Look for advisors who provide transparent fee schedules upfront and are willing to explain their compensation structure in writing. A reputable financial advisor should discuss your specific situation before recommending any strategy and provide regular performance reports. Be cautious of advisors who pressure you into quick decisions, avoid discussing fees, operate primarily online without verifiable credentials, or promise guaranteed returns. Verify that the advisor is registered with the SEC or state regulators, and ask to see their Form ADV disclosure document, which details their business practices and any disciplinary history.

Common financial_advisor services

Assets Under Management (AUM) Fee

An ongoing fee based on a percentage of the assets the advisor manages for you, typically charged quarterly or annually.

Flat-Fee Comprehensive Financial Plan

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

Hourly Financial Consultation

Pay-per-hour advice sessions for specific questions or a second opinion on financial decisions without ongoing management.

Retirement Planning Package

Specialized planning focused on retirement income, Social Security optimization, and withdrawal strategies tailored to your timeline.

Estate Planning Coordination

Guidance on wills, trusts, beneficiary designations, and coordination with estate attorneys to protect your legacy.

Tax-Loss Harvesting Service

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

Annual Advisor Retainer (Flat-Fee Ongoing)

A fixed annual fee for unlimited access to ongoing advice, portfolio reviews, and financial planning adjustments throughout the year.

Frequently asked questions

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

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

How many financial advisors are available in South Saint Paul, MN?

There is currently 1 active financial advisor prospect in South Saint Paul. You may also find additional advisors in nearby cities such as Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth.

How do I verify a financial advisor's credentials?

Check the advisor's registration status with the SEC or Minnesota state regulators using their official databases. Ask for their Form ADV and verify any professional designations like CFP or CFA through the issuing organizations.

What services do financial advisors in South Saint Paul typically offer?

Common services include comprehensive financial planning, retirement planning, investment management, tax-loss harvesting, estate planning coordination, and hourly consultations. Fees may be structured as flat-fees, hourly rates, or a percentage of assets under management.

What should I ask a financial advisor before hiring them?

Ask about their fee structure, credentials, investment philosophy, how they handle conflicts of interest, and whether they have a fiduciary duty to you. Request references and review their disciplinary history through regulatory databases.