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Browse verified financial_advisor professionals in Spicer, MN. Compare ratings, read reviews, and request a quote for free.
Showing 1–4 of 4 results
Spicer has 4 financial advisors available to help with investment management, retirement planning, and wealth strategy. The median cost for a Flat-Fee Comprehensive Financial Plan is $3,250. If you're looking to expand your search, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth offer additional options. Financial advisors in this region typically work with clients on a range of fee structures, from hourly consultations to ongoing retainer arrangements, allowing you to choose an approach that fits your needs and budget.
A Flat-Fee Comprehensive Financial Plan in Spicer typically costs around $3,250. This service generally includes a detailed analysis of your financial situation, goal-setting, and a written plan covering investments, retirement, insurance, and tax strategies. Some advisors may offer hourly consultations at lower entry points, while others charge assets-under-management fees based on the size of your portfolio. Request a written breakdown of what's included before committing.
Look for advisors who provide transparent fee structures in writing and can explain their investment approach in clear terms. Verify that the advisor maintains current professional credentials and carries appropriate insurance. Be cautious of advisors who pressure you to make immediate decisions, avoid discussing fees, or operate primarily through unsolicited phone calls. A reputable financial advisor should be willing to provide references, explain conflicts of interest, and offer a trial period or initial consultation before you commit to a long-term relationship.
The median cost for a Flat-Fee Comprehensive Financial Plan in Spicer is $3,250. However, prices may vary based on the complexity of your financial situation and the advisor's experience.
There are 4 financial advisors actively serving the Spicer area.
With Assets Under Management (AUM) fees, you pay a percentage of your invested assets annually, which scales with your portfolio. Flat-fee services charge a fixed amount regardless of portfolio size, making them more predictable and often better for smaller accounts.
Yes. A fiduciary is legally required to act in your best interest, whereas non-fiduciaries may recommend products that benefit them more. Always ask and request this commitment in writing.
Yes. Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth are nearby and offer additional financial advisors to choose from.
Read our guide: Best Financial_advisors in Spicer, MN
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Spicer