Best Financial Advisors in Minnetonka, MN

The highest-rated Financial Planning & Wealth Management companies out of 101 vetted & reviewed in the Minnetonka area.

Accounting Resource Group

Accounting Resource Group

(3)
Quickbooks Services, Business Services, Tax Services
“They reviewed our current documents, asked some followup questions that helped make sure everything was accurate and accounted for.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1987
601 Carlson Pkwy # 1120, Minnetonka, MN
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Prosperwell Financial

Prosperwell Financial

(11)
For Your Business/Organization, For Sports & Entertainment, For Your Life
“I have worked with Nicole for some time now and I couldn't recommend a more informed and attentive advisor.”
In Business Since 2005
4300 Baker Rd, Minnetonka, MN
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Sandvold Financial Group

Sandvold Financial Group

(6)
Business Services, Retirement Planning, Insurance Design
“Terry is a pleasure to work with, David Cooper (one of Sandvold' s associates) calls me occasionally when they have a suggestion or opportunity to move some funds whether buying or to purchase.”
In Business Since 1991
10900 Wayzata Blvd, Minnetonka, MN
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Tondryk Wealth Management

Tondryk Wealth Management

(3)
“I don't even know if I want to post this review, as I want to be Dale my best kept secret, but he has done such an outstanding job since I began working with him 2 years ago!”
In Business Since 2012
17601 MN-7 #100, Minnetonka, MN
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Live Wealth Planners

Live Wealth Planners

(1)
“The best financial Advisor in the business”
In Business Since 2018
5100 Thimsen Ave Ste 228, Minnetonka, MN
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Crossroads Financial Group

Crossroads Financial Group

(1)
“Service is great, exponentially superior than another leading advisor group we worked in the area.”
In Business Since 2007
10900 Wayzata Blvd UNIT 220, Minnetonka, MN
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Chaffee & Associates

Chaffee & Associates

“Chaffee & Associates is a privately owned, independent company that specializes in helping individuals, business owners, and families preserve their wealth. We are committed to providing our clients with a holistic approach to estate planning and the...”
Licensed
In Business Since 2005
11100 Wayzata Blvd UNIT 220, Minnetonka, MN
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Hemingway Wealth Management

Hemingway Wealth Management

“Our team specializes in working with high-net worth individuals and families, small business owners, private corporations, public corporations, pension funds, endowments, non-profits, and large entities with complex needs. We help with tax efficient ...”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2014
14550 Excelsior Blvd, Minnetonka, MN
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Marks Group Wealth Management

Marks Group Wealth Management

“Establishing a goal is one thing, having the discipline to achieve it is another. At Marks Group, we are process-oriented, not product-driven. We seek to understand you, your financial situation, and your goals. Our process begins with a thorough ana...”
Licensed, BBB Rating: A+
In Business Since 2011
4350 Baker Rd #245, Minnetonka, MN
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High Note Wealth

High Note Wealth

“highly credentialed advisors, deeply experienced in helping families and business owners, and expert in wealth management.”
In Business Since 2019
18258 Minnetonka Blvd Suite 200, Wayzata, MN 55391
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Wealth Planners of America

Wealth Planners of America

(7)
“I know if I have an issue he will get it taken care of and help me with whatever part I need to do.”
601 Carlson Pkwy #1051, Minnetonka, MN
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Fidere Advisors

Fidere Advisors

Business Planning, Portfolio Advisory, Insurance Advisory
In Business Since 2021
13100 Wayzata Blvd Suite 330, Minnetonka, MN
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Nora Pettinger

Nora Pettinger

Useful Links
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2000
5643 Green Cir Dr UNIT 209, Minnetonka, MN
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First Minnetonka Investment Center

First Minnetonka Investment Center

“Enforce the Fair Housing Act and other civil rights laws to ensure the right of equal housing opportunity and free and fair housing choice without discrimination based on race, color, religion, sex, national origin, disability or family composition. ...”
Transparent Fees & Pricing
In Business Since 1999
14550 Excelsior Blvd, Minnetonka, MN
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Nash Meland - Investment Advisor Representative

Nash Meland - Investment Advisor Representative

“IMPORTANT CONSUMER INFORMATION: Nash Meland may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Fo...”
Remote Consultations Available
In Business Since 2019
11100 Wayzata Blvd UNIT 405, Minnetonka, MN
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Kristi L. Andersen Financial Partners

Kristi L. Andersen Financial Partners

Planning and Coaching, Financial Solutions, Where to Start
“The financial services industry is so centered around just "the numbers" and doesn't take into account your unique financial needs, goals and priorities as a woman. Investment jargon and one-size-fits-all solutions make you feel like you are not bein...”
In Business Since 2006
12800 Whitewater Dr Suite 100, Minnetonka, MN
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Campbell Wealth Advisors

Campbell Wealth Advisors

Wealth Transfer Strategies, Fee-Only Wealth Management, Business Succession Planning
“We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill a request or everyday business purposes, e....”
In Business Since 2015
1819 Main Street Suite 404, Minnetonka, FL 34236
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Money Health Solutions

Money Health Solutions

Advisor Services, Private Consulting, Speaking
“"Working with Derek has changed my life for the better. Throughout our sessions, I was able to release the financial mental baggage that was weighing on me. After our sessions, I feel like a completely different person with a renewed outlook in all a...”
In Business Since 2022
Virtual Office, Minnetonka, MN
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Wealth Planning Group

Wealth Planning Group

“But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. Wealth Planning Group can he...”
In Business Since 2015
12800 Whitewater Dr #100, Minnetonka, MN
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David Klein - Northwestern Mutual

David Klein - Northwestern Mutual

“At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When i...”
CFP Certified
In Business Since 2022
601 Carlson Pkwy #300, Minnetonka, MN
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Cherry Tree Wealth Management

Cherry Tree Wealth Management

“Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our primary focus is Sell-Side M&A engagements with middle market companies where ownership wants to either realize...”
In Business Since 1997
301 Carlson Pkwy Suite 103, Minnetonka, MN
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Karen Wehner & Associates

Karen Wehner & Associates

“I'm looking forward to sharing some ideas on living abundantly whether you're retired already or not. I firmly believe that life is a collection of choices, and the results are the sum total of those choices! You really can have it all, and enjoy! Fi...”
In Business Since 2007
4565 Wilson St, Minnetonka, MN
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Pine River Capital Management

Pine River Capital Management

“Pine River Capital Management L.P. is a global relative value alternative asset manager focusing on alpha generation throughout market cycles. We provide investment solutions to qualified clients through commingled hedge funds and bespoke solutions. ...”
In Business Since 2002
601 Carlson Pkwy #700, Minnetonka, MN
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Northwestern Mutual Wealth Management Company :brian R Kelly

Northwestern Mutual Wealth Management Company :brian R Kelly

“At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When i...”
CFP Certified
In Business Since 2022
601 Carlson Pkwy Suite 1200, Minnetonka, MN
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Retirement Planning and Investment Management Services in Minnetonka, MN Cost Estimates

Minimum cost
$1044
Maximum cost
$8871
National Average
$3131
Avg Per Hour Rates
$314
$2088
$5740
Average price range is based on 292 cost profiles
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Average Cost $3131
Minimum cost $1044
Maximum cost $8871
Avg Per Hour Rates $314

Average range $2088 to $5740 is based on 292 cost profiles.

Why these companies made our list

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