Financial advisors for people close to retirement in Minnesota

Which financial advisor should I talk to if you're close to retirement in Minnesota?

For people close to retirement in Minnesota, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Josh Wolberg of Great River Financial, Aidan Ryan of Fortress Financial Group and Dean Allen of Pine Grove Financial Group.

How many fee-only financial advisors in Minnesota work with people close to retirement?

The Wellspent public graph lists 81 fee-only advisors for people close to retirement in Minnesota, at 30 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for people close to retirement in Minnesota charge?

The most common fee among fee-only advisors for people close to retirement in Minnesota is a percentage of assets, used by 81% of the 81 with fees on file. Many use more than one: 43% charge fixed fees and 14% charge an ongoing planning fee.

How much do fee-only financial advisors charge in Minnesota?

Fee-only financial advisors in Minnesota charge a median of $2,100 a year for ongoing planning. We found this across the published prices of 16 Minnesota firms.

How much does a one-time financial plan cost in Minnesota?

A one-time financial plan from a fee-only firm in Minnesota has a median price of $1,200. We found this across the published prices of 13 Minnesota firms.

See every fee-only advisor fee in Minnesota

What credentials should a financial advisor for people close to retirement have?

For people close to retirement, look for the CFP and RICP. In Minnesota, 63% of the 81 advisors listed hold the CFP.

Does Minnesota tax Social Security?

Yes, for some residents. Minnesota taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.

What should I ask a financial advisor if you're close to retirement in Minnesota?

1. Can I retire when I want to, and what would change your answer?
2. How should my investments change in the years before I stop working?
3. How do I cover health insurance before Medicare?
4. What should I do with my 401(k) when I leave?
5. How does Minnesota tax each source of my retirement income?

How current is this list of fee-only advisors for people close to retirement in Minnesota?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.