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Financial planning in Fargo, ND

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

All 12

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 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 reportedShockman 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 reported
Thoreson 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