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Financial planning in Plymouth, MN

14 advisers in Plymouth offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Advisory Solutions Group505 N Highway 169, Suite 900 · Plymouth, MN 55441 · (763) 417-1700 · Financial planningCRD 339919 · % of assets, Hourly charges, Fixed fees · $408.4 million AUMSEC registeredNo commissions reportedBerger Financial Group1695 State Hwy 169 N · Plymouth, MN 55441 · (763) 746-2666 · Financial planningCRD 308174 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedCeladon Managed Wealth3370 Annapolis Lane Suite B · Plymouth, MN 55447 · (952) 767-5839 · Financial planningCRD 165978 · % of assets · $79.7 million AUMState registeredNo commissions reportedEcho Wealth Management, LLC3033 Campus Drive, Suite N145 · Plymouth, MN 55441 · (763) 432-7875 · Financial planningCRD 174136 · % of assets, Fixed fees · $288.2 million AUMSEC registeredNo commissions reportedFeltl AdvisorsOne Carlson Parkway North, Suite 225 · Plymouth, MN 55447 · (612) 492-8800 · Financial planningCRD 165244 · % of assets, Fixed fees, Other · $165.6 million AUMSEC registeredNo commissions reportedGen Financial Management INC.10810 Old County Road 15, Suite 200 · Plymouth, MN 55441 · (952) 513-1466 · Financial planningCRD 110179 · % of assets, Fixed fees · $331.8 million AUMSEC registeredNo commissions reportedGreat River Financial9800 Shelard Pkwy, Suite 113 · Plymouth, MN 55441 · (763) 231-7581 · Financial planningCRD 314172 · % of assets, Hourly charges · $201.9 million AUMSEC registeredNo commissions reportedKure Advisory, LLC15600 36th Avenue North, Suite 200 · Plymouth, MN 55446 · (763) 559-9213 · Financial planningCRD 311320 · % of assets, Fixed fees · $259.0 million AUMSEC registeredNo commissions reportedPhillip James Financial CO.3675 Plymouth Boulevard, Suite 110 · Plymouth, MN 55446 · (763) 432-0852 · Financial planningCRD 168228 · % of assets, Fixed fees · $222.1 million AUMSEC registeredNo commissions reportedRln Wealth3350 Annapolis Lane N, Suite C · Plymouth, MN 55447 · (612) 499-1501 · Financial planningCRD 329060 · % of assets, Hourly charges, Fixed fees · $20.1 million AUMState registeredNo commissions reported
Rossi Dubuque Breckenridge, LLC3033 Campus Drive, Suite N147 · Plymouth, MN 55441 · (612) 870-9579 · Financial planningCRD 155284 · Fixed feesState registeredNo commissions reportedTwin Cities Retirement Group15600 36th Ave N, Suite 240 · Plymouth, MN 55446 · (952) 600-7550 · Financial planningCRD 154974 · % of assets, Other · $144.9 million AUMSEC registeredNo commissions reportedVantage Point Wealth Management505 North Highway 169, Suite 260 · Plymouth, MN 55441 · (763) 587-7120 · Financial planningCRD 167886 · % of assets, Hourly charges, Fixed fees · $326.6 million AUMSEC registeredNo commissions reportedWealth Enhancement Advisory Services, LLC505 N Highway 169, Suite 900 · Plymouth, MN 55441 · (763) 417-1700 · Financial planningCRD 116407 · % of assets, Hourly charges, Fixed fees · $122.2 billion AUMSEC registeredNo commissions reported