Fee-OnlyFinder

Advisers in Rochester, MN

3 advisers in Rochester — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Fortress Financial Group, LLC1610 14th Street Nw, Suite 300 · Rochester, MN 55901 · (507) 529-1400 · Financial planningCRD 315329 · % of assets, Fixed fees · $352.3 million AUMSEC registeredNo commissions reportedStrategic Asset Management LLC.2434 Superior Drive Nw, Suite 101 · Rochester, MN 55901 · (888) 526-8755 · Financial planningCRD 306384 · % of assets, Fixed fees · $218.3 million AUMSEC registeredNo commissions reportedSuperior Financial, LLC3265 19th Street Nw, Suite 320 · Rochester, MN 55901 · (507) 316-0160 · Financial planningCRD 148326 · % of assets, Hourly charges, Fixed fees · $112.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Rochester? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.