Joel Baumgarten
Pine Grove Financial Group · Woodbury, Minnesota
Joel Baumgarten is a fee-only financial advisor at Pine Grove Financial Group in Woodbury, Minnesota, who holds the CFP credential. Joel charges a percentage of assets (typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Pine Grove Financial Group |
|---|---|
| Based in | Woodbury, Minnesota |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 4,270 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 5462331 |
| Exams passed | Series 66 (2008) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.pinegrovefg.com |
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Questions about Joel
Is Joel Baumgarten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Pine Grove Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel charges a percentage of assets.
How much does Joel charge?
According to Pine Grove Financial Group's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Joel Baumgarten based?
Joel Baumgarten is based in Woodbury, Minnesota.
What does Joel specialize in?
Joel's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Joel works with retirees and pre-retirees.
What credentials does Joel Baumgarten hold?
Joel Baumgarten holds the CFP credential.
Is Joel Baumgarten registered with the SEC?
Yes. Joel Baumgarten is registered as an investment adviser representative in MN (CRD 5462331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pine Grove Financial Group manage?
Pine Grove Financial Group reports $1.49B across 4,270 accounts in assets under management.
How do I contact Joel Baumgarten?
Through Joel's website, www.pinegrovefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pine Grove Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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