Fee-OnlyFinder

Advisers in Fargo, ND

13 advisers in Fargo — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (11)Flat / fixed fees (8)Retirement plan consulting (4)

All advisers

Complete Investment Advisory, LLC3211 Fiechtner Dr., Suite 6 · Fargo, ND 58103 · (701) 277-9392 · Financial planningCRD 166876 · % of assets, Hourly charges · $109.0 million AUMState registeredNo commissions reportedCultivate Financial808 3rd Ave S, Ste 301 · Fargo, ND 58103 · (701) 866-9678 · Financial planningCRD 318616 · % of assets, Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedEighth Wonder Investments1630 1st Ave N, Suite B Pmb 13 · Fargo, ND 58102 · (218) 790-4813 · Financial planningCRD 310103 · % of assets, Hourly charges · $12.8 million AUMState registeredNo commissions reportedFinancial Strategies Group1220 28th Avenue North · Fargo, ND 58102 · (701) 234-0103 · Financial planningCRD 122030 · % of assets, Hourly charges, Fixed fees · $189.1 million AUMSEC registeredNo commissions reportedFjell Capital27 10th Street North · Fargo, ND 58102 · (701) 491-7600 · Financial planningCRD 327541 · % of assets, Hourly charges, Fixed fees · $187.0 million AUMSEC registeredNo commissions reportedFortify Financial Group, LLC3788 55th Ave S, Ste 206 · Fargo, ND 58104 · (701) 353-1561 · Financial planningCRD 322197 · % of assets, Hourly charges · $16.8 million AUMState registeredNo commissions reportedGreat Plains Advisory Services LLC6048 31st St S · Fargo, ND 58104 · (701) 271-1590 · Hourly feesCRD 331168 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedLight Financial Services, INC.3575 45th St S, Suite 112 · Fargo, ND 58104 · (701) 356-5106 · Financial planningCRD 131678 · % of assets, Fixed fees · $175.5 million AUMSEC registeredNo commissions reportedPrairiewood Wealth Management3175 Sienna Dr S, Ste 100 · Fargo, ND 58104 · (701) 234-0521 · Financial planningCRD 149007 · % of assets, Hourly charges, Fixed fees · $365.4 million AUMSEC registeredNo commissions reportedSchmidt Wealth Management4650 26th Ave S, Ste J · Fargo, ND 58104 · (701) 478-8787 · Financial planningCRD 142302 · % of assets, Hourly charges · $96.3 million AUMState registeredNo commissions reported
Shockman Financial2505 N University Dr, Suite 201 · Fargo, ND 58102 · (701) 941-2134 · Financial planningCRD 315529 · % of assets, Fixed fees · $35.9 million AUMState registeredNo commissions reportedThoreson Steffes210 N. Broadway, Suite 400 · Fargo, ND 58102 · (701) 478-3338 · Financial planningCRD 164425 · % of assets, Hourly charges · $49.3 million AUMState registeredNo commissions reportedWealth Forward, LLC2632 47th St S., Suite 107 · Fargo, ND 58104 · (701) 293-5789 · Financial planningCRD 159467 · % of assets, Hourly charges, Fixed fees · $228.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Fargo? 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.