Find a financial advisor in Eagan, MN

Find financial advisors in Eagan, MN

Find financial advisors in Eagan, MN

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Eagan, MN

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Eagan, MN

Clients agree: these Eagan financial advisors are highly rated for knowledge, experience, communication, and more.
CATO Consulting

CATO Consulting

New on Thervo
Offers online services
1 hire on Thervo
39+ years in business
Serves Eagan, MN
We specialize in working with small businesses and individuals who are looking for a professional who understands and is willing to listen to them. We offer cost effective and value added accounting services and tax preparation services.
LPL Financial

LPL Financial

New on Thervo
Offers online services
39+ years in business
Serves Eagan, MN
We have been providing comprehensive financial planning and investment management for over twenty years. Steve has earned the following designations: CFP, ChFC, CLU. Our focus has been to provide quality education to help our informed clients make positive financial decisions with confidence. We also have a focus on providing cost effective active investment management and tax efficient income generation.
Primerica

Primerica

New on Thervo
Offers online services
Serves Eagan, MN
16 years licensed in the financial services industry. Educating and helping people to realize their goals is a passion! Our financial needs analysis is complimentary!
Reality Tax And Insurance Agency

Reality Tax And Insurance Agency

New on Thervo
Offers online services
2 hires on Thervo
10+ years in business
Serves Eagan, MN
The Neighborly team offers tax planning, IRS representation, tax preparation, accounting and more. We pride ourselves on delivering an amazing customer experience with top notch service. Schedule an appointment or visit us today. The Neighborly team offers tax planning, IRS representation, tax preparation, accounting and more. We pride ourselves on delivering an amazing customer experience with top notch service. Schedule an appointment or visit us today.
Vaca Tax And Financial Group LLC

Vaca Tax And Financial Group LLC

5.0(2)
Offers online services
14+ years in business
Serves Eagan, MN
Wilma C. says, "Excelente servicio , sigan adelante." Read more
Dunncreek Advisors LLC

Dunncreek Advisors LLC

New on Thervo
Offers online services
22+ years in business
Serves Eagan, MN
Dunncreek Advisors is a fee-first, fiduciary, financial advisory firm founded and owned by me, Richard Dunn. What is different about my firm is that I am a fee-first, fiduciary, financial advisory firm. What this means for you is that I am able to provide you with financial advice free from the conflicts of interest common to many financial professionals. There are NO sales quotas or marketing incentives to muddy the water. As a financial advisory fiduciary, I am obliged to keep my clients’ interests first at all times. I am also able to provide all the services you would expect from a financial advisor but I do it in an advice-only capacity...
North East Asset Management Group

North East Asset Management Group

New on Thervo
Offers online services
2 hires on Thervo
37+ years in business
Serves Eagan, MN
Blue Collar Expereince, White Collar Wisdom. Leverage 30+ years of objective financial advice to your advantage. I provide my clients financial peace of mind by giving them "The Benefit of a Lifetime"(TM)
Du Frane Bookkeeping  & Tax Co. LLC

Du Frane Bookkeeping & Tax Co. LLC

New on Thervo
Offers online services
1 hire on Thervo
5+ years in business
Serves Eagan, MN
We do bookkeeping, payroll payroll taxes and also yearly taxes ! I have a Associate degree in business management! Been doing QuickBooks for 20 plus years!

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Eagan financial advisors

Recent success stories from people in the Eagan area.
Nathan H.
My experience with the Vaca Tax and Financial Group has been great! They break down your taxes in an easy to understand language and take time to answer any of your questions. I really like how my tax returns come back to me in a nice binder with all my paper work organized. This makes going back to previous year returns very easy. I have been getting my taxes done by the Vaca Tax Group for many years and I will continue to have them be my go to tax guys.
Vaca Tax and Financial Group LLC
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Eagan financial advisors by service