Fee-OnlyFinder

Cfg Retirement

Financial planning in Edina, MN

SEC registeredNo commissions reported

Call (952) 657-7470Send a messageMap ↗

Public-record details

Address
4550 W 77th Street, Suite #380, Edina, MN 55435
Phone
(952) 657-7470
Listed under
Financial planning, Hourly fees, % of assets managed
Legal name
Assured Retirement Financial Group, INC.
CRD number
179516
Registration
SEC registered since 2024-01-03
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$241.0 million
Accounts managed
526
Clients reported (Form ADV 5.D)
541
Individual / high-net-worth clients
382 / 159
Employees
7
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-29

SEC registered investment adviser, CRD 179516, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Edina

Abens Financial Services INC4926 Lincoln Drive · Edina, MN 55436 · (952) 933-9650 · Financial planningCRD 106604 · % of assets, Hourly charges, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedAccredited Investors Wealth Management5200 West 73rd Street · Edina, MN 55439 · (952) 841-2222 · Financial planningCRD 105439 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedAcumen Financial Advisors, LLC3601 West 76th Street, Suite 475 · Edina, MN 55435 · (952) 521-1625 · Financial planningCRD 152748 · % of assets, Hourly charges, Fixed fees · $465.2 million AUMSEC registeredNo commissions reportedAkm Advisory5200 Willson Road, Suite 150 · Edina, MN 55424 · (651) 329-9169 · Financial planningCRD 170187 · % of assets · $84.1 million AUMState registeredNo commissions reportedCahill Financial Advisors, INC.7261 Ohms Lane · Edina, MN 55439 · (952) 926-1659 · Financial planningCRD 109890 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedCardinal Wealth Advisors, L.L.C.7201 Ohms Lane, Suite 215 · Edina, MN 55439 · (952) 746-4700 · Financial planningCRD 134758 · % of assets, Fixed fees · $82.2 million AUMState registeredNo commissions reportedContego Capital Group, INC.200 Southdale Center · Edina, MN 55435 · (952) 697-2579 · Financial planningCRD 128518 · % of assets, Fixed fees · $88.0 million AUMSEC registeredNo commissions reportedCornerstone Wealth Advisors, INC.3300 Edinborough Way, Suite 450 · Edina, MN 55435 · (952) 920-3900 · Financial planningCRD 124947 · % of assets, Fixed fees · $608.7 million AUMSEC registeredNo commissions reported

All 27 in Edina →