How many financial_advisors are in St Anthony, MN?

There are currently 1 verified financial_advisor listed in St Anthony, 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 St Anthony?

Ratings vary across financial_advisors in St Anthony. Browse individual listings to see specific ratings and reviews.

How do I choose a financial_advisor in St Anthony?

When choosing a financial_advisor in St Anthony, 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 St Anthony, MN

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About Financial_advisors in St Anthony, MN

St Anthony has 1 financial advisor currently listed. The financial advisory market in St Anthony and surrounding areas serves residents seeking guidance on investments, retirement, and comprehensive financial planning. If you're looking for advisors in the broader Twin Cities region, nearby cities including Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth offer additional options. When evaluating advisors, consider their fee structure, credentials, and whether their services align with your financial goals.

Cost guidance

A Flat-Fee Comprehensive Financial Plan in St Anthony typically costs around $3,250. This service generally includes a detailed analysis of your financial situation, goal-setting, and a written plan covering areas like investments, retirement, and estate considerations. Fee structures for financial advisors vary—some charge hourly rates, others manage assets under management (AUM), and some offer annual retainer arrangements. Request detailed pricing from advisors before committing.

How to choose a financial advisor in St Anthony

Verify that the advisor holds relevant credentials such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) and confirm these on the issuing organization's website.

Request a written explanation of their fee structure—whether hourly, flat-fee, AUM-based, or retainer—and ensure you understand all costs upfront.

Ask for references from current clients and follow up to learn about their experience and satisfaction with the advisor's service.

Discuss their investment philosophy and ensure it matches your risk tolerance and long-term financial objectives.

Confirm that the advisor is a fiduciary, meaning they are legally obligated to act in your best interest.

Review their experience with clients in situations similar to yours, whether retirement planning, estate coordination, or tax optimization.

Quality signals to look for

Look for advisors who provide transparent fee disclosures in writing and are willing to explain their investment approach clearly. Verify that any advisor you consider is registered with the SEC or your state's financial regulatory body. Be cautious of advisors who pressure you into immediate decisions, those who focus solely on selling specific products, or those unwilling to provide references. A reputable advisor should encourage you to take time to review proposals and should welcome your questions about credentials and past performance.

Common financial_advisor services

Assets Under Management (AUM) Fee

Ongoing investment management where the advisor charges a percentage of the total assets they manage for you.

Flat-Fee Comprehensive Financial Plan

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

Hourly Financial Consultation

Pay-as-you-go advice where you're charged an hourly rate for specific financial guidance or plan reviews.

Retirement Planning Package

Specialized service focused on retirement income projections, Social Security strategy, and withdrawal planning.

Estate Planning Coordination

Guidance on structuring your assets and working with legal professionals to align your estate with your goals.

Tax-Loss Harvesting Service

A portfolio management technique that offsets investment gains with losses to reduce your overall tax liability.

Annual Advisor Retainer (Flat-Fee Ongoing)

A fixed annual fee for ongoing advisory services, portfolio reviews, and financial plan updates throughout the year.

Frequently asked questions

How much does a Flat-Fee Comprehensive Financial Plan cost in St Anthony?

The median cost for a Flat-Fee Comprehensive Financial Plan in St Anthony is around $3,250. Actual costs may vary depending on the complexity of your financial situation and the advisor's experience.

How many financial advisors are available in St Anthony, MN?

There is currently 1 financial advisor listed in St Anthony. If you'd like to expand your search, nearby cities such as Minneapolis, Edina, Bloomington, Minnetonka, and Plymouth have additional advisors.

What types of services do financial advisors in St Anthony offer?

Financial advisors in St Anthony offer a range of services including comprehensive financial planning, retirement planning, investment management, estate planning coordination, tax-loss harvesting, hourly consultations, and annual retainer arrangements.

How do I verify a financial advisor's credentials?

Ask the advisor for their credential details and the issuing organization. You can verify CFP credentials through the CFP Board website, CFA credentials through the CFA Institute, and SEC registration through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure database.

Should I choose an advisor based on fee structure alone?

No. While understanding fees is important, also evaluate the advisor's experience, credentials, investment philosophy, and whether they are a fiduciary. A good fit depends on your specific financial needs and comfort with their approach.